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About the Role

The Private Bank Associate (PBA) is a generalist position supporting executive-level clients with all their needs, including discussions and activities. PBAs manage the execution of client service activities, initiate and monitor account opening and asset transfers, handle client inquiries, and coordinate with specialists and service centers to deliver integrated service.

Responsibilities

Actively support Client Teams in delivering high-quality banking, credit, trust, fiduciary, and/or investment services to Private Bank clients.
Work with Trust Officer(s) to manage fiduciary/trust relationships and meet client needs.
Perform servicing and account maintenance activities, primarily trust/fiduciary-related, including accounting transactions, deposits, and transfers.
Provide administrative and analytical support to Portfolio Manager(s).
Support activities such as investment action plans, new account reviews, and proactive account Reg. 9 reviews.
Fulfill client needs across all products and serve as a liaison for specialists and service centers for account setup, monitoring, maintenance, wire processing, business and credit card applications, foreign currency orders, credit and lending.
Coordinate with specialists (Trust, Family Office, Investments, Custody) and service centers to deliver integrated service and resolve issues.
Initiate and monitor client onboarding, including account opening and asset transfer; handle related inquiries, KYC refresh, digital engagement, and fulfillment.
Interact with clients to complete transactions (deposits, money movement, transfers) and account maintenance.
Manage and execute client transactions for business and individual Bank, credit, and investment products, ensuring adherence to audit, compliance, and timely execution standards.
Participate in Client Management Process (CMP) activities, supporting a branded client experience and meaningful interactions.
Develop referrals for credit and Bank products.
Support Client Team in sales support and administrative functions, including pipeline reporting, marketing, business development, client/prospect presentations, expenses, printing, faxing, calendar & email management, client events, communication, and travel & entertainment reservations.
Ensure adherence to all internal policies and compliance with legal and regulatory requirements, including client verification.

Requirements

Minimum of 1-3 years of experience with a financial institution focusing on client service and sales.
Ability to successfully complete assessment of critical skills.
Ability to obtain and maintain SAFE Act registration.

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

Location

Los Angeles, CA
San Francisco, CA
Chicago, IL
Boston, MA

Work Type

On-site
Full-time

Experience Level

1-3 years

Education Level

High School Diploma / GED / Secondary School or equivalent
BS/BA degree in Business, Finance or Economics desired

Salary/Compensations

$28.52 - $40.29 hourly pay
Discretionary incentive eligible
Eligible for annual discretionary award based on performance

Benefits

Industry-leading benefits
Access to paid time off
Resources and support

About the Company

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.
We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders.
We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success.
We value unique perspectives from all backgrounds and career paths.
We are committed to an in-office culture that supports collaboration, engagement, and career development, while providing an appropriate level of flexibility.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.