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Senior Client Relationship Manager

2 months ago

Ponte Vedra Beach, Florida, United States Bank of America Full time
Job Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, ensuring we serve our clients, colleagues, communities, and shareholders effectively every day.

We prioritize creating a diverse and inclusive workplace, welcoming individuals from various backgrounds and experiences. Our investment in our teammates and their families includes competitive benefits that support their overall well-being.

We believe in the power of collaboration while offering flexibility tailored to the diverse roles within our organization.

Joining Bank of America means embarking on a rewarding career filled with opportunities for growth, learning, and making a significant impact.

Position Summary:
This role focuses on enhancing client relationships by identifying opportunities to strengthen existing connections. Key responsibilities encompass advising clients on their financial needs and leveraging the full spectrum of Private Bank services. This includes establishing and nurturing relationships with internal and external partners and Centers of Influence to uncover new prospects.

Job expectations involve executing the Client Management Process and collaborating across the organization to deliver a premier Client Experience. Please note that this position is subject to SAFE Act registration requirements. All employees involved in residential loan mortgage originations must register with the federal registry system and maintain good standing. Non-compliance with SAFE Act registration may lead to disciplinary action, including termination.

Key Responsibilities:
  • Facilitates the inflow of new business across all product lines (e.g., Credit, Assets Under Management, Deposits) into the existing portfolio.
  • Leads intricate credit opportunities, including structured credit transactions.
  • Increases portfolio balances and year-over-year revenue.
  • Mentors and partners with Private Client Managers on complex products and client relationships.
  • Acts as the Chief Operating Officer for the client team, coordinating relationship management activities and ensuring successful delivery of the Client Experience to enhance client satisfaction.
  • Promotes the use of digital tools to improve the client and team experience.
  • Develops relationships with internal and external partners and centers of influence.
Essential Skills:
  • Client Management
  • Client Solutions Advisory
  • Loan Structuring
  • Relationship Building
  • Risk Management
  • Active Listening
  • Analytical Thinking
  • Effective Communication
  • Referral Management
  • Underwriting
  • Account Management
  • Attention to Detail
  • Collaboration
  • Decision Making
  • Financial Analysis
Required Qualifications:

• Proven ability to thrive in a team-oriented environment.

• Strong interpersonal skills with the ability to influence and build partnerships.

• Comprehensive knowledge of banking and credit, with a general understanding of investments, trusts, and wealth transfer.

• Over 7 years of successful experience managing relationships with high net worth clients (or equivalent).

• Series 7, 63, and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within a standard timeframe after starting.

Preferred Qualifications:

• MBA or Post-Graduate Degree is preferred.

• CFP, CPA, CFA, CTFA, CFM, or JD is a significant advantage.

Work Schedule:
1st shift (United States of America)

Weekly Hours:
40