Senior Private Bank Associate

Bank of America

. Support Client Teams in delivering banking, credit, trust, fiduciary, and investment services to complex Private Bank clients .

Posted 9/28/2026full-timeUnited StatesSenior💰 $30 - $48 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Private Banking administrative support, focusing on high net worth client service, compliance with audit and regulatory standards, and effective coordination across banking products and services.

Highest-signal resume keywords

Private Banking ExperienceClient Service SupportKYC Compliance KnowledgeTransaction ExecutionRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OpeningAsset TransfersMoney MovementClient Inquiries HandlingBanking Product TransactionsSales SupportPipeline ReportingDigital EngagementAudit ComplianceClient Management Process

Soft Skills

CommunicationProblem-SolvingOrganizational SkillsClient Relationship Management

Industry Keywords

High Net Worth ClientsFiduciary ServicesInvestment ServicesTrust ServicesFamily Office CoordinationInternal PoliciesLegal RequirementsRegulatory Standards

About the role

Key responsibilities & impact

Support Client Teams in delivering banking, credit, trust, fiduciary, and investment services to complex Private Bank clients
Support complex client needs across products and triage issues for specialists and service centers
Coordinate with Trust, Family Office, Investments, Custody officers, and centralized service centers
Initiate and monitor account opening, asset transfers, onboarding, KYC refresh, digital engagement, and fulfillment
Handle client inquiries and complete deposits, money movement, transfers, and account maintenance
Manage and execute business and individual banking, credit, and investment product transactions
Ensure timely transaction execution within audit and compliance standards
Participate in Client Management Process activities and deliver a branded client experience
Develop referrals for credit and Bank products
Support sales, administrative, pipeline reporting, marketing, business development, presentations, expenses, calendar and email management, events, and travel reservations
Ensure adherence to internal policies and legal and regulatory requirements

Requirements

What you’ll need

Minimum of 3-5 years of Private Banking administrative experience focusing on high net worth client service, support and sales
Ability to successfully complete assessment of critical skills
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
BS/BA degree in Business, Finance or Economics desired
Ability to comply with audit, legal, regulatory, and internal policy requirements
Client verification and KYC compliance knowledge
40 hours per week
1st shift availability

Benefits

Comp & perks

Inclusive workplace culture
Support for physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits
Opportunities to learn, grow, and build a career
Annual discretionary incentive plan eligibility
Paid time off
Employee resources and support