Private Bank Sr. Associate Lead San Francisco, California **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 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 **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) . To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.