Senior Philanthropic Officer (SPO)

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Senior Philanthropic Officer (SPO), Private Banking -

This role is responsible for client satisfaction, retention, and supporting growth of private and institutional philanthropic relationships. Ensures quality and timeliness of client service delivery. Is accountable for client satisfaction and retention; Coordinates reporting and delivery of the investment management portion of the client relationship driven by the investment partner. Supports sales activity as needed, providing administrative and specialized subject matter expertise; managing existing relationships in accordance with Fiduciary standards. May occasionally attend in person client meetings. The Philanthropic Officer is responsible for managing risk within the book of business and maintaining current knowledge of developing trends in philanthropy as well as policies and protocols germane to Philanthropic Solutions. Responsible for philanthropic project tasks; drive and own problem solving and resolution; participates in LOB task forces and work groups providing peers with skilled advice.

• Account Management
• Active Listening
• Analytical Thinking
• Relationship Building
• Adaptability
• Client Experience Branding
• Client Management
• Decision Making
• Executive Presence
• Referral Management