Bank Of America Private Bank Sr Associate Lead 

United States, California, San Francisco 

33865091

Job Description:

Job Summary:

The Private Bank Senior Associate Lead (PBSAL) is a specialist position that has primary responsibility for managing the execution of client service activities in coordination with the relationship team including pre and post sales discussions and/or activities. The PBSAL is typically focused on the most complex clients. PBSALs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. The PBSAL also has responsibility for directing work and acting as a peer resource for Private Bank Associates and Private Bank Senior Associates within the market.

Job Description:

• Manage execution of client service activities in coordination with Client Team and provide account inquiry and maintenance oversight

• Support fulfillment of client needs and expectations across all products and serve as a “triage” point for specialists and service centers

• Manage workflow across generalist and specialist functions

• Provide oversight and coordination relating to complex account openings

• Participate in end-to-end Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions

• Involved in the sales process, especially for complex credit opportunities in conjunction with Client Team members, including prospect identification and outreach, new client acquisition and client/prospect proposals and presentations

• Support business integration efforts including developing referrals for credit/ Bank products and working with enterprise partners

• Monitor compliance across specialties and functions including KYC, Signature Cards, Aged Items, Investment Compliance (Reg 9, AAMs, DMS, etc.), Overdrafts (Trust and Bank), etc.

• Provide direction on overall work activities and may provide coaching and feedback to Private Bank Associates

• Provide training across teams and/or the market for new hires and/or technology initiatives

• Help coordinate syndication of impacts from technology enhancements and/or serve as market champions for special projects (i.e. PPP)

• Ensure adherence to all internal policies and compliance to legal and regulatory requirements including client verification

• Provide escalated approvals for market including money movement across specialties (may be the Medallion Stamp Guarantee holder for market)

Qualifications

• 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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)