Private Bank Associate

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:
This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers handling client inquiries and coordinating with specialists and service centers to deliver an integrated service experience to the client.

Responsibilities:

• Supports and facilitates personal and non-personal client requests related to banking credit and investment products to achieve Private Bank client experience standards including fulfillment of client needs and expectations across all products
• Partners with their team to coordinate with specialists including trust family office investments and custody officers as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements while assisting with the Private Bank client management process and servicing accounts and portfolios

Required Qualifications:

• Minimum of one year of experience with a financial institution focusing on client service and sales

Desired Qualifications:

• High net worth client service and sales experience desired
• Bachelors Degree in Business Finance Economics or a related field

Skills:

• Account Management
• Attention to Detail
• Collaboration
• Recording/Organizing Information
• Written Communications
• Active Listening
• Adaptability
• Customer and Client Focus
• Issue Management
• Prioritization
• Critical Thinking
• Customer Experience Improvement
• Decision Making
• Pipeline Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

Shift:

Hours Per Week:

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