Client & Business Manager II

Bank of America•New York, NY

1d•$124,500 - $172,200•Onsite

About The Position

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! This job is responsible for executing market level strategy initiatives established by leadership to serve clients, developing the team, and growing the market. Key responsibilities include driving scorecard success, implementing the market business plan, overseeing financial metrics, ensuring client service initiatives, establishing office routines, sourcing talent, and developing associates. Job expectations include commanding Private Bank tools and resources to deliver timely data and demonstrating professional and technical skills while working with all levels of associates.

Requirements

Minimum of 5 years’ experience in the financial services
Private Bank experience required
Well versed in Private Bank capabilities and solutions, industry service practices and trends, online/mobile environment
Thorough knowledge of Private Bank/fiduciary client and risk/oversight functions and products
Understanding of business strategy
Experience managing a team provides inspection, coaching and feedback to motivate, differentiate and improve performance
Synthesizes information effectively to create compelling presentations/documents (strong PowerPoint and Excel capabilities)
Communicates clearly and concisely, both verbally and in writing
Collaborates effectively with peers and partners
Strong skill set in negotiation, influencing and conflict management
Ability to build team culture; is collaborative and inclusive
Ability to function in a high paced environment
Multi-tasking skills

Nice To Haves

Business Acumen
Business Operations Management
Coaching
Customer and Client Focus
Reporting (Excel Skills)
Attention to Detail
Business Process Analysis
Continuous Improvement
Customer Service Management
Talent Development
Drives Engagement
Issue Management
Process Management
Risk Management

Responsibilities

Execute at-risk and client retention process
Drives the client experience including ownership of client issues, client satisfaction and delivery of Private Bank full capabilities
Work with key partners to mitigate fraud and service risk
Drive understanding & adherence to policy & procedures
Proactive identification and resolution of issues
Manage client compliant process
Owns key oversight functions such as KYC’s, Money Movement, account opening