Strategic Client Advisor
3 weeks ago
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.
This role is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the clients' financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
The successful candidate will drive inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business, lead complex credit opportunities, including structured credit deals, grow book balances and Year over Year revenue, partner with and mentor Private Client Managers on more complex products and client relationships, act as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction, encourage use and adoption of digital capabilities to enhance the client and client team experience, build relationships with internal and external partners and centers of influence.
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