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! Job Description: First point of contact for inquiries received via email, or phone channel from high revenue clients. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests are related to the client's electronic banking platform and consist of treasury, cash management, card and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support Responsibilities: Receive and respond to requests received by email or phone; Provides resolution for requests received via phone or email; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight. Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests. Required Qualifications: Bilingual – English / Portuguese, (Spanish is a plus) Work hours are normally 7:00am - 4:00pm EST or 8:00am - 5:00pm EST to cover Brazil work hours. Some US holidays will apply. Ask manger to discuss during interview.*Spanish required, Portuguese a plus.* 1+ years Banking/Financial industry experience. 1+ years of experience working with customers. Strong Attention to detail Oral & Written Communication Active Listening Time Management Critical Thinking Relationship Building Collaborating Quality Assurance Problem Solving Multitasking (i.e. ability to navigate multiple computer systems while interacting with the customer) Good Microsoft Office skills, to include: Outlook, , Excel, PowerPoint, Word, Copilot Other Skills: Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions Excels in working among diverse viewpoints to determine the best path forward Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner Commitment to challenging the status quo and promoting positive change Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

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25 Oct, 2026

bankofamerica.com

Fiduciary Tax Team Lead

Senior level
Finance & Legal

Location not stated

Salary not listed

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Fiduciary Tax Team Lead

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