Private Banking Senior Associate: Elevate Client Wealth & Services

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

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.