Private Bank Associate
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Job Title : Private Bank Associate
NORMALIZED JOB TITLE* : Banker Associate
Job Display Categories : Banking,Financial Services,Accounting,Sales / Business Development,Arts / Entertainment / Media,Administrative / Clerical,Marketing,Government,Retail / Wholesale,Business
Category : Array
Matched Category : financial_services,accounting_finance,sales_business_development,arts_entertainment_media,administrative_clerical,marketing_advertising_pr,government_military,retail_wholesale,business
ADID : 23001515
Job ID : 133723083
Job Code :
Job Source : direct_employer
Job Summary : Private Bank AssociateSan Francisco, California**Job Description:**...
Work Status :
Work Shift :
Work Type :
Work From Home : 0
Parse ID : 52e689bb3
Posting Date : 2023-01-21T07:00:00Z
Modified Date : 2023-01-21T07:00:00Z
Posting Company : Bank of America
Posting Company ID : 0
Remote Details URL :
Search Networks : Array
Assigned Category : Array
*a normalized job title is A version of a job title that has been modified to conform to a specific format or set of conventions, Standardizing capitalization and spelling,To make data more consistent and accurate
Job CONDITIONS
Job Summary
Private Bank Associate
San Francisco, California
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Business Overview**
Bank of America Private Bank is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship. The Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. The Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.
**Private Bank Associate Job Description**
The Private Bank Associate (PBA) is a generalist position that has primary responsibility for supporting all client needs including discussions and/or activities. PBAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client.
The PBA manages 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 to the client.
**Responsibilities**
+ Actively support Client Teams in delivering consistently high quality banking credit, trust, fiduciary, and investment services to Private Bank clients
+ Support fulfillment of clients needs and expectations across all products and serve as a triage point for specialists and service centers including but not limited to account setup, monitoring and maintenance (overdrafts, fraudulent activities, etc.), wire processing, business and credit card applications, foreign currency orders, credit and lending
+ Coordinate with specialists including Trust, Family Office, Investments and Custody officers as well as centralized service centers to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
+ Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment
+ Interact with the client to complete necessary transactions (e.g., deposits, money movement, transfers, etc.) and account maintenance
+ Manage and execute client transactions with respect to business and individual Bank, credit, and investment products (may be performed by service center at PB Associates request based on transaction type). Ensure transactions are completed within audit and compliance standards as well as timely execution.
+ Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
+ Develop referrals for credit and Bank products
+ Support Client Team in all sales support and administrative functions as needed including: pipeline reporting, marketing and 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 to legal and regulatory requirements including client verification
**Qualifications**
+ Minimum of 1-3 years experience with a financial institution focusing on client service and sales
+ Ability to successfully complete assessment of critical skills
+ BS/BA degree in Business, Finance or Economics desired
**Job Band:**
H7
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
**Referral Bonus Amount:**
0
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Business Overview**
Bank of America Private Bank is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship. The Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. The Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.
**Private Bank Associate Job Description**
The Private Bank Associate (PBA) is a generalist position that has primary responsibility for supporting all client needs including discussions and/or activities. PBAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client.
The PBA manages 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 to the client.
**Responsibilities**
+ Actively support Client Teams in delivering consistently high quality banking credit, trust, fiduciary, and investment services to Private Bank clients
+ Support fulfillment of clients needs and expectations across all products and serve as a triage point for specialists and service centers including but not limited to account setup, monitoring and maintenance (overdrafts, fraudulent activities, etc.), wire processing, business and credit card applications, foreign currency orders, credit and lending
+ Coordinate with specialists including Trust, Family Office, Investments and Custody officers as well as centralized service centers to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
+ Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment
+ Interact with the client to complete necessary transactions (e.g., deposits, money movement, transfers, etc.) and account maintenance
+ Manage and execute client transactions with respect to business and individual Bank, credit, and investment products (may be performed by service center at PB Associates request based on transaction type). Ensure transactions are completed within audit and compliance standards as well as timely execution.
+ Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
+ Develop referrals for credit and Bank products
+ Support Client Team in all sales support and administrative functions as needed including: pipeline reporting, marketing and 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 to legal and regulatory requirements including client verification
**Qualifications**
+ Minimum of 1-3 years experience with a financial institution focusing on client service and sales
+ Ability to successfully complete assessment of critical skills
+ BS/BA degree in Business, Finance or Economics desired
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Learn more about this role
Full time
JR-23001515
Band: H7
Manages People: No
Travel: No
Manager:
Talent Acquisition Contact:
Elizabeth Egerton
Referral Bonus:
0
California pay and benefits information
**California pay range:**
$ 25.00 - $ 38.00
hourly pay, 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. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
**Benefits**
This role is currently benefits eligible . We provide industry-leading benefits, 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 and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .
How to Submit an application for a job
You can submit your resume through these methods
- URL : https://careers.bankofamerica.com/en-us/job-detail/23001515/private-bank-associate-san-francisco-ca-united-states?utm_source=hireahero&utm_medium=jobboard
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Firm Overview
Company Profile Description of Bank of America
has description
Company Name : Bank of America
Company Industry :
Company ID : 933043
Company Type :
Company Profile URL : /jobs/bank-of-america-933043-cd
Company Country : US
Company City : San Francisco / San Francisco
State : CA
Zip : 94103
Company Confidential :
Company Size :
Client ID : hireahero
Latitude : 37.772
Longitude : -122.40873
Location : San Francisco, CA 94103
Formatted City State :San Francisco, CA
Formatted City State Country : San Francisco, CA US
Normalized Country: US
Normalized State: CA
Source Job Details :
URL Source : https://hireahero.org/jobs/private-bank-associate-san-francisco-ca-94103-133723083-d?rsite=careercast&rgroup=1&clientid=hireahero&widget=1&type=job&
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