Private Bank Associate

Summary: Bank of America is dedicated to enhancing financial lives through meaningful connections. The Private Bank Associate role involves supporting client needs, managing client service activities, and ensuring compliance with regulatory requirements. 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: - High net worth client service and sales experience desired - BS/BA degree in Business, Finance or Economics desired - High School Diploma / GED / Secondary School or equivalent Required Skills: Account Management, High Net Worth Client Service, Sales, Customer, Issue Management, Prioritization, Customer Experience Improvement, Written Communications, Client Focus, Decision Making Benefits: Discretionary incentive eligible, This role is currently benefits eligible., We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.