Private Bank Associate

Overview

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. This role is responsible for supporting all client needs, including discussions and activities, and for 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.

• 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, 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.

• Minimum of 1 year of experience with a financial institution focusing on client service and sales.
• High net worth client service and sales experience desired.
• BS/BA degree in Business, Finance, or Economics desired.

• 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.

Shift: 1st shift (United States of America). Hours per week: 40.

Pay range: $28.52 - $40.29 hourly, offers to be determined based on experience, education, and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan.

US - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square (WA3400).

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. Bank of America is committed to helping employees through the transition period when they are displaced as a result of a workforce reduction, realignment or similar measure.