Relationship Manager
1 week ago
About This Role
As a Relationship Manager at Bank of America, you will play a critical role in serving as the first point of contact for financial center clients. Your primary responsibility will be to uncover personal banking needs of both individual and small business clients, offer appropriate solutions, and connect them with specialists. This includes deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care.
Key Responsibilities:
• Collaborate with teams to provide financial center clients with consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assist, educate, and train clients on conducting simple transactions through self-service technologies.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and digital assisted shopping.
• Manage client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.
Required Skills and Qualifications
• Minimum one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Ability to communicate effectively and confidently, and be comfortable engaging all clients (in-person and by phone).
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information, technology platforms, handle ambiguity, and adapt to changing circumstances.
• Apply strong critical thinking and problem-solving skills to meet clients' needs.
• Demonstrated effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
Benefits and More
This role offers an estimated annual salary range of $65,000 - $85,000 based on your location and experience.
Additionally, you can expect a comprehensive benefits package, including health insurance, retirement savings plan, paid time off, and opportunities for career growth and development.
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