Private Bank Senior Associate

Company: Disability Solutions
Location: Melville
Posted on: April 3, 2025

Job Description:

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for supporting comprehensive needs for complex clients with minimal guidance and oversight. Key responsibilities include executing tasks and completing client requests, managing risk, and identifying opportunities while assisting with client service activities. Job expectations include handling basic credit and complex banking requests along with monitoring account opening and asset transfers, handling client inquiries, making enterprise referrals, and coordinating with specialists and service centers to deliver an integrated service to the client.Responsibilities:--- Manages and facilitates 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 efficiencyQualifications:

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
• BS/BA degree in Business, Finance or Economics desiredSkills:--- Account Management--- Attention to Detail--- Customer and Client Focus--- Prioritization--- Written Communications--- Issue Management--- Active Listening--- Adaptability--- Critical Thinking--- Decision Making--- Pipeline Management--- Referral Identification--- Recording/Organizing Information--- Customer Experience Improvement--- CollaborationMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529)Pay and benefits informationPay range$29.72 - $45.61 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Keywords: Disability Solutions, West Haven , Private Bank Senior Associate, Accounting, Auditing , Melville, Connecticut