Job Description
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Benefits
40
Pay range
$81,800.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set
Discretionary incentive eligible
This 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
This 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
Responsibilities
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
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 +, 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
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)
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. 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!
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 +, 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
Pay and benefits information
Pay range
$81,800.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This 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.
Benefits
This 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.
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Benefits
40
Pay range
$81,800.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set
Discretionary incentive eligible
This 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
This 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
Responsibilities
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
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 +, 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
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)
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. 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!
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 +, 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
Pay and benefits information
Pay range
$81,800.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This 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.
Benefits
This 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.
💡 Quick Summary
Seeking a career-building opportunity? The Private Bank Sr. Associate Lead position is now open for candidates interested in the Bank Jobs sector. This role in San Francisco offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
