Account Management Operations Representative - Private Bank Banking Onboarding & Maintenance
About the role
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for clients, teammates, communities and shareholders. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We foster 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 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 impacting the communities we serve. Bank of America is committed to an in‑office culture that supports collaboration, engagement, and career development, with clear in‑office expectations and appropriate flexibility based on role‑specific responsibilities and business needs. This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts according to established guidelines and procedures, providing quality service and effective, efficient operations support for internal business partners and external clients, operating with a standard level of independence, and referring to a team lead or manager for direction and support with more complex issues and escalations. Internal employees who are currently working from home are still eligible to apply; however, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Responsibilities
- Performs onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information