Client Relations Specialist

2 weeks ago


Lockport, New York, United States Bank of America Full time

Client Relations Specialist - Practice Solutions

Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, which reflects our commitment to our clients, teammates, communities, and shareholders.

We strive to create an inclusive and diverse workplace, welcoming individuals from various backgrounds and experiences. Our investment in our teammates and their families is evident through our competitive benefits that support their overall well-being.

We believe in collaboration while providing flexibility tailored to the unique roles within our organization.

Position Summary:

Bank of America is looking for a Client Relations Specialist (CRS) to assist the Practice Solutions division, focusing on small businesses in the healthcare sector with annual revenues ranging from $500k to $5 million. The CRS will primarily manage the relationships within the assigned client portfolio, ensuring exceptional service and support.

The CRS will act as the main point of contact for the Client Service Team regarding escalations and will oversee new client onboarding processes, including profile creation, Business Profile assessments, Know Your Client (KYC) procedures, and introductory outreach.

Key Responsibilities:

  • Manage designated Practice Solutions client territories.
  • Address online banking requirements for clients.
  • Collaborate with various service teams to meet client expectations.
  • Gather and prepare necessary documentation to fulfill client needs.
  • Conduct outreach to existing clients to identify banking opportunities.

Essential Skills:

  • Account Management
  • Attention to Detail
  • Adaptability
  • Business Development
  • Record Keeping
  • Relationship Building

Required Qualifications:

  • Proficient in Microsoft Office Suite: Excel, PowerPoint, and Word.
  • Experience in a phone-based sales environment.
  • Strong written and verbal communication skills.
  • Familiarity with banking products, services, and operations for business clients.
  • Demonstrated client focus with excellent interpersonal and organizational skills.
  • Able to manage multiple tasks and priorities effectively.

Desired Qualifications:

  • Experience in Financial Center leadership or Small Business Banking relationship management.
  • A four-year degree.
  • Familiarity with the Practice Solutions line of business.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America is committed to equal employment opportunity and affirmative action, ensuring a workplace free from discrimination based on various factors, including race, gender, and disability status.



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