Senior Private Bank Associate | Client Relationships

Bank of America; Greensboro (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America in Greensboro, NC is seeking a Private Bank professional to support complex client needs with minimal supervision. You will execute banking, credit and investment tasks, manage risk, and coordinate with specialists to deliver an integrated client experience.

The role emphasizes building long‑term relationships, expanding portfolios, and identifying opportunities to improve processes and technology while adhering to risk and regulatory requirements.

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

Responsibilities

• Manages client requests across banking, credit, and investment products to meet Private Bank standards across all products
• Coordinates with specialists to deliver integrated client service and resolve issues promptly
• Identifies client opportunities related to banking through interactions and proactive review of the book for relationship deepening
• Adheres to Private Bank and Enterprise risk framework, complying with regulatory requirements while servicing accounts and portfolios
• Develops and maintains long-term client relationships with focus on portfolio growth
• Seeks opportunities to improve processes, procedures, and technology to enhance client experience and efficiency

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

High School Diploma

BS/BA in Business, Finance or Economics

Job description

Bank of America in Greensboro, NC is seeking a Private Bank professional to support complex client needs with minimal supervision. You will execute banking, credit and investment tasks, manage risk, and coordinate with specialists to deliver an integrated client experience.

The role emphasizes building long‑term relationships, expanding portfolios, and identifying opportunities to improve processes and technology while adhering to risk and regulatory requirements.