Private Bank Senior Associate

Bank of America • Atlanta, GA

3d

About The Position

At Bank of America, this role supports the comprehensive needs of complex Private Bank clients with minimal guidance and oversight. The Senior Associate executes tasks and completes client requests, manages risk, identifies opportunities, and assists with client service activities. The role handles basic credit and complex banking requests, monitors account openings and asset transfers, responds to client inquiries, makes enterprise referrals, and coordinates with specialists and service centers to provide integrated service.

The position manages personal and non-personal client requests across banking, credit, and investment products, including large or complex client needs. It builds and maintains client relationships with a focus on long-term retention and portfolio growth, identifies opportunities to deepen relationships, follows risk and compliance requirements, and looks for process, procedure, and technology improvements that can enhance client experience and efficiency.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Account management skills.
• Attention to detail.
• Customer and client focus.
• Prioritization skills.
• Written communication skills.
• Active listening skills.
• Adaptability.
• Critical thinking and decision-making skills.
• Issue management skills.
• Collaboration skills.
• Customer experience improvement skills.
• Pipeline management skills.
• Ability to record and organize information.
• Referral identification skills.

Responsibilities

• Manage and facilitate personal and non-personal client requests related to banking, credit, and investment products, including large or complex needs.
• Coordinate with trust, family office, investment, and custody specialists, as well as centralized service centers, to provide integrated client service and resolve issues effectively and promptly.
• Identify client opportunities, primarily related to banking, through client interactions and proactive review of the book of business; engage partners as needed.
• Follow the Private Bank and Enterprise risk framework and comply with regulatory and legal requirements.
• Assist with the Private Bank client management process and service accounts and portfolios.
• Develop and maintain client relationships, focusing on long-term retention and portfolio growth.
• Identify opportunities to improve processes, procedures, and technology to enhance client experience and efficiency.
• Handle basic credit and complex banking requests, monitor account openings and asset transfers, respond to inquiries, and make enterprise referrals.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED