Senior Associate Lead, Private Banking

Bank of America

Private Bank Senior Associate Lead managing complex banking, credit, and investment client service. Coordinating specialists and driving retention and portfolio growth at Bank of America.

Posted 8/19/2026full-timeTampa • Florida • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing high net worth client relationships, focusing on client service, account management, and sales within a financial institution. Proficient in enhancing client experience through effective issue management and process improvement.

Highest-signal resume keywords

Client Service ManagementAccount ManagementIssue ManagementCustomer Experience ImprovementRelationship Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking ProductsCredit ProductsInvestment ProductsPortfolio ServicingSales Strategy

Soft Skills

Attention to DetailDecision MakingActive ListeningAdaptabilityCollaboration

Industry Keywords

High Net Worth Client ServicePrivate BankingRisk FrameworksRegulatory ComplianceFinancial Institution

About the role

Key responsibilities & impact

Manage execution of client service activities in coordination with the relationship team, including pre- and post-sales discussions and activities
Monitor and execute tasks required to fulfill the client service plan and handle day-to-day client inquiries
Direct work and serve as a peer resource for support employees within the market
Manage and execute personal and non-personal client requests related to banking, credit, and investment products
Fulfill large and/or complex client needs across products
Coordinate with trust, family office, investments, custody officers, and centralized service centers
Identify and resolve client issues effectively and promptly
Identify banking-related client opportunities and review the book of business for relationship-deepening opportunities
Engage partners as needed
Adhere to Private Bank and Enterprise risk frameworks and regulatory and legal requirements
Assist with Private Bank client management and account and portfolio servicing
Develop and maintain client relationships focused on long-term retention and portfolio growth
Improve processes, procedures, and technology to enhance client experience and efficiency
Serve as peer, coach, and mentor to support team goals and objectives

Requirements

What you’ll need

Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
BS/BA degree in Business, Finance or Economics desired
1st shift (United States of America)
40 hours per week
Attention to Detail
Customer and Client Focus
Decision Making
Prioritization
Written Communications
Issue Management
Account Management
Active Listening
Adaptability
Critical Thinking
Pipeline Management
Referral Identification
Recording/Organizing Information
Customer Experience Improvement
Collaboration

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development