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Client Relationship Manager

2 months ago

Paramus, New Jersey, United States Bank of America Full time
Job Summary

We are seeking a highly motivated and detail-oriented Client Relationship Manager to join our team at Bank of America. As a Client Relationship Manager, you will be responsible for providing exceptional client service, building strong relationships with clients, and identifying opportunities to deepen and maintain client relationships.

Key Responsibilities
  • Provide excellent client service to clients through education on banking and investment services
  • Ensure timeliness, accuracy, and completeness in client materials and follow up on client and Financial Advisor requests
  • Assist in ensuring practices are in alignment with bank policies and procedures to support operational excellence, protect clients, and manage risk
  • Identify, deepen, and maintain client relationships through emphasizing bank offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to Financial Advisors
  • Support day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases, while leading with a client-first mindset
Requirements
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications
Work Environment

This role is based in the United States and requires a 37.5 hour workweek.

Equal Employment Opportunity

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.