Private Bank Senior Associate

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 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!

Job Description:

This job is responsible for supporting comprehensive needs for complex clients with minimal guidance and oversight. Key responsibilities include executing tasks and completing client requests managing risk and identifying opportunities while assisting withclient service activities. Job expectations include handling basic credit and complex banking requests along with monitoring account opening and asset transfers handling client inquiries making enterprise referrals and coordinating with specialists and service centers to deliver an integrated service to the client.

Responsibilities:

Manages 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 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 clients portfolios

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

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:

Account Management

Attention to Detail

Customer and Client Focus

Prioritization

Written Communications

Issue Management

Active Listening

Adaptability

Critical Thinking

Decision Making

Pipeline Management

Referral Identification

Recording/Organizing Information

Customer Experience Improvement

Collaboration

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

Shift:

Hours Per Week: