Private Bank Associate - Trust

Bank of America; San Diego (CA); On-site; USD 39,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in San Diego is hiring for a Private Bank client service role focused on handling client inquiries and coordinating with specialists to deliver an integrated service experience.

The position emphasizes adherence to risk controls, fiduciary relationship servicing, and maintaining accurate account activity. Requires 1 year in financial services and a HS diploma, with a BS/BA preferred.

Qualifications

• 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.

Responsibilities

• Support client service requests related to banking, credit, and investment products.
• Coordinate with specialists and service centers to deliver an integrated service experience.
• Adhere to risk framework and assist with client management and servicing of accounts.

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

Pipeline Management

Education

High School Diploma

BS/BA in Business, Finance or Economics

Job description

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. 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. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. 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. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include 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.

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
• Works with Trust Officer(s), responsible for managing a book of fiduciary/trust relationships, to meet client needs and expectations
• Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.

Qualifications

• 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

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
• Pipeline Management

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819)

Pay range

$28.52 - $40.29 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 behaviours, 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, 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.