Senior Private Bank Relationship Associate

Bank of America; New York (NY); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in New York is seeking a Private Bank professional to support complex clients with minimal guidance, handling banking, credit, and investment requests while managing risk and delivering integrated service.

The role focuses on building long-term relationships, identifying opportunities to deepen client engagement, and coordinating with specialists to ensure a seamless client experience across products and services.

Qualifications

• Minimum 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

• Manage personal and non-personal client requests across banking, credit, and investment products to meet Private Bank standards.
• Coordinate with specialists (trust, family office, investments, custody) and service centers to deliver integrated client service and resolve issues.
• Identify banking opportunities through client interactions and review the book to deepen relationships with partners.
• Adhere to Private Bank risk framework and regulatory requirements while servicing accounts.
• Develop and maintain client relationships focusing on long-term retention and portfolio growth.
• Seek opportunities to improve processes and technology to enhance the client experience.

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 / GED / Secondary School or equivalent

BS/BA degree in Business, Finance or Economics desired

Job description

Bank of America in New York is seeking a Private Bank professional to support complex clients with minimal guidance, handling banking, credit, and investment requests while managing risk and delivering integrated service.

The role focuses on building long-term relationships, identifying opportunities to deepen client engagement, and coordinating with specialists to ensure a seamless client experience across products and services.