Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Private Bank Senior Associate (PBSA) role.
Rezi rewrites your resume against Bank of America's job description. Free.
Tailor your resume to this Private Bank Senior Associate (PBSA) role.
Rezi rewrites your resume against Bank of America's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Private Bank Senior Associate (PBSA) posting at Bank of America — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Private Bank Senior Associate (PBSA) posting at Bank of America — free, in seconds.
About the Role
The Private Bank Senior Associate (PBSA) is a specialist position supporting complex client needs, monitoring and executing client service plans, and handling day-to-day inquiries. The PBSA leverages expertise to manage client service activities, including account opening, asset transfers, and coordinating with specialists to deliver integrated service.
Responsibilities
- Actively support Client Teams in delivering high-quality banking, credit, trust, fiduciary, and investment services to complex Private Bank clients.
- Support fulfillment of large and/or complex client needs across all products.
- Serve as a "triage" point for specialists and service centers for account setup, monitoring, maintenance, wire processing, business and credit card applications, foreign currency orders, and credit and lending.
- Coordinate with specialists (Trust, Family Office, Investments, Custody) and service centers to deliver integrated service and resolve issues.
- Initiate and monitor complex client onboarding, including account opening and asset transfer.
- Handle client inquiries related to onboarding, KYC refresh, and ongoing requests.
- Facilitate digital engagement and fulfillment.
- Interact with clients to complete transactions and account maintenance.
- Manage and execute client transactions for business and individual Bank, credit, and investment products, ensuring adherence to audit and compliance 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 presentations, expense management, and event coordination.
- Ensure adherence to internal policies and legal/regulatory requirements, including client verification.
Requirements
- Minimum of 3-5 years of Private Banking administrative experience focusing on high net worth client service, support, and sales required.
- Ability to successfully complete assessment of critical skills.
Skills
- Account Management
- Attention to Detail
- Customer and Client Focus
- Prioritization
- Written Communications
- Active Listening
- Adaptability
- Critical Thinking
- Decision Making
- Issue Management
- Collaboration
- Customer Experience Improvement
- Recording/Organizing Information
- Referral Identification
Location
- US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159)
- US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
- US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)
- US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100)
Work Type
- 1st shift
- 40 hours per week
Experience Level
- 3-5 years
Education Level
- BS/BA degree in Business, Finance or Economics desired
- High School Diploma / GED / Secondary School or equivalent
Salary/Compensations
- $30.45 - $48.08 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
- At Bank of America, we are 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 every day.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success.
- We value the unique perspectives individuals bring from all backgrounds and career paths.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
- At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Equal Opportunity
- 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.