Private Bank Senior Associate

Bank Of America; Greensboro (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a Private Bank Client Services professional in the United States to support high-net-worth clients with banking, credit, and investment needs. You will manage complex requests, coordinate with trust, investments, and custody teams, and help deepen client relationships.

The role emphasizes risk compliance, proactive client management, and collaboration across service centers to deliver an integrated service experience.

Qualifications

• Minimum Bachelor’s degree in Business, Finance or Economics or equivalent.
• Experience with high net worth client service and sales is preferred.
• Financial institution experience in private banking is a plus.

Responsibilities

• Manages and facilitates client requests related to banking, credit, and investment products to meet Private Bank client experience standards across all products.
• Coordinates with specialists (trust, family office, investments, custody) and centralized service centers to deliver integrated service.
• Identifies client opportunities related to banking by reviewing the book of business and engaging partners as needed.
• Adheres to Private Bank and Enterprise risk framework and complies with regulatory requirements while assisting client management and servicing accounts and portfolios.
• Develops and maintains relationships with clients to promote long-term retention and growth of portfolios.

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

Education

Bachelor's degree in Business, Finance or Economics

Job description

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

Qualifications:

• Minimum of 3 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:

1st shift (United States of America)

Hours Per Week:

40