Private Bank Senior Associate

Bank of America•Atlanta, GA

4d•Onsite

About The Position

At Bank of America, the role supports comprehensive needs for complex 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 opening and asset transfers, responds to client inquiries, makes enterprise referrals, and coordinates with specialists and service centers to deliver integrated client service.

Requirements

High school diploma, GED, secondary school qualification, or equivalent.
Account management.
Attention to detail.
Customer and client focus.
Prioritization.
Written communications.
Active listening.
Adaptability.
Critical thinking.
Decision making.
Issue management.
Collaboration.
Customer experience improvement.
Pipeline management.
Recording and organizing information.
Referral identification.

Responsibilities

Manages and facilitates personal and non-personal client requests related to banking, credit, and investment products, including fulfillment of large or complex client needs and expectations across products.
Coordinates with trust, family office, investments, and custody specialists, as well as centralized service centers, to deliver integrated service and resolve client issues effectively and promptly.
Identifies client opportunities, primarily related to banking, through client interactions and proactive reviews of the book of business; engages partners as needed.
Adheres to the Private Bank and Enterprise risk framework and regulatory and legal requirements, while assisting with client management and servicing accounts and portfolios.
Develops and maintains client relationships, focusing on long-term retention and portfolio growth.
Seeks opportunities to improve processes, procedures, and technology to enhance the client experience and increase efficiency.