Private Bank Associate, Trust (PBA)

Bank of America • Atlanta, GA

8d • Onsite

About The Position

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Private Bank Associate, Trust (PBA), Atlanta - This job is responsible for supporting Private Bank Trust Officers in functions related to investment management and trust account administration. 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.

Requirements

• 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
• Prior high network worth client support experience in addition to 1-2 yrs of prior personal trust administration experience and knowledge
• BS/BA degree in Trust, Business, Finance, Legal or Economic strongly desired
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• For internal employees: participation in a work from home posture does not make you eligible to post.

Responsibilities

• 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
• Supports and facilitates client requests 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

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees