Private Bank Senior Associate Lead

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 managing the execution of client service activities in coordination with the relationship team, including pre and post sales discussions and/or activities. Key responsibilities include monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include directing work and serving as a peer resource for other support employees within the market.

Responsibilities:

• Manages and executes personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of large and/or complex client needs and expectations across all products

• Coordinates 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

• Identifies client opportunities primarily related to banking through client interactions and proactively reviewing the book of business for potential relationship deepening opportunities, while engaging partners as needed

• 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

• Develops and maintains relationships with clients, while focusing on the long-term retention and growth of their client's portfolios

• Seeks opportunities to improves various processes, procedures, and technology to enhance the client experience and increase efficiency

• Serves as a peer, coach, and mentor to support team goals and objectives

Qualifications:

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
• BS/BA degree in Business, Finance or Economics desired

Skills:

• Attention to Detail

• Customer and Client Focus

• Decision Making

• Prioritization

• Written Communications

• Issue Management

• Account Management

• Active Listening

• Adaptability

• Critical Thinking

• Pipeline Management

• Referral Identification

• Recording/Organizing Information

• Customer Experience Improvement

• Collaboration

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40