Senior Specialist, Private Banking Team Lead

BNY · New York

Don’t apply blind. See how your CV matches this role first — free, in 30 seconds.

You will leave NewLuxJob. We do not receive or handle applications.

Company
BNY
Location
New York
Posted
September 14, 2026

About this job

The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers and is responsible for the end-to-end onboarding and maintenance of private banking relationships. This role supports a seamless client experience across deposit and lending products through strong operational execution, relationship support, and risk management. The PBA manages the onboarding process from client intake through account opening, funding, and documentation completion. In partnership with clients, bankers, KYC teams, underwriting, and operations, the PBA ensures all requirements are completed accurately, efficiently, and in accordance with bank policy. This role is located in New York, NY.

This is a short summary.

Want to know if you're a fit? Check your CV against this role — free, in 30 seconds.

Similar jobs

See if your CV fits this job

Paste your CV for an instant match score against this role — and get a tailored cover letter in one click.

  • Instant match score for this role
  • Tailored cover letter in one click
  • Free — no credit card
Check my CV — free
Senior Specialist, Private Banking Team Lead — BNY | NewLuxJob