Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

This job 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. Job expectations include directing work and serving as a peer resource for other support employees within the market.

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, while focusing on the long-term retention and growth of their client's portfolios
• Seeks opportunities to improves 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

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
• 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: 

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