Private Bank Associate jobs in United States
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Bank of America · 17 hours ago

Private Bank Associate

Bank of America is committed to helping make financial lives better through every connection. The Private Bank Associate role is responsible for supporting client needs, executing tasks related to the client service plan, and managing client service activities to ensure a seamless experience.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

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

Qualification

High net worth client serviceAccount ManagementSales experienceBS/BA in BusinessCustomerIssue ManagementPrioritizationCustomer Experience ImprovementPipeline ManagementAttention to DetailCollaborationWritten CommunicationsActive ListeningAdaptabilityClient FocusCritical ThinkingDecision Making

Required

High School Diploma / GED / Secondary School or equivalent

Preferred

High net worth client service and sales experience desired
BS/BA degree in Business, Finance or Economics desired

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.

Company

Bank of America

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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.

H1B Sponsorship

Bank of America has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)

Funding

Current Stage
Public Company
Total Funding
$3.59B
Key Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M

Leadership Team

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Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
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Rami Salem
SVP Strategic Competitive Intelligence
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Company data provided by crunchbase