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Senior Private Bank Associate Lead

2 months ago

Pittsburgh, Pennsylvania, United States Bank of America Full time

Job Summary

This role is responsible for managing the execution of client service activities in coordination with the relationship team, including pre and post sales discussions and/or activities. Key responsibilities include monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client.

Key Responsibilities

  • Manages and executes personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of large and/or complex client needs and expectations across all products.
  • Coordinates with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client, including identifying and resolving client issues in an effective and timely manner.
  • Identifies client opportunities primarily related to banking through client interactions and proactively reviewing the book of business for potential relationship deepening opportunities, while engaging partners as needed.
  • Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios.
  • Develops and maintains relationships with clients, focusing on the long-term retention and growth of their client's portfolios.
  • Seeks opportunities to improve various processes, procedures, and technology to enhance the client experience and increase efficiency.
  • Serves as a peer, coach, and mentor to support team goals and objectives.

Requirements

  • Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales.
  • Ability to successfully complete assessment of critical skills.
  • BS/BA degree in Business, Finance, or Economics desired.
  • Ability to obtain and maintain SAFE Act Registration.

Skills

  • Attention to Detail
  • Customer and Client Focus
  • Decision Making
  • Prioritization
  • Written Communications
  • Account Management
  • Active Listening
  • Adaptability
  • Critical Thinking
  • Issue Management
  • Collaboration
  • Customer Experience Improvement
  • Pipeline Management
  • Recording/Organizing Information
  • Referral Identification

Shift: 1st shift (United States of America)

Hours Per Week: 40