Financial Relationship Manager

2 days ago


Kirkland, Washington, United States Bank of America Full time
About the Role

We are seeking a skilled and customer-focused Financial Relationship Manager to join our team in Kirkland, Washington. This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.

Job Responsibilities

The successful candidate will accurately and efficiently process cash transactions for clients as needed. They will have deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions that meet their goals.

  • Execute the bank's risk culture and strive for operational excellence.
  • Build relationships with clients to meet their financial needs.
  • Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments.
  • Manages financial center traffic, appointments, and outbound calls effectively.
  • Drives the client experience.
  • Manages cash responsibilities.
Requirements

To be successful in this role, you must possess:

  • An enthusiastic and highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborative skills to get things done, building and nurturing strong relationships.
  • Passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
  • Confidence in identifying solutions for new and existing clients based on their needs.
  • Effective communication and confidence in engaging all clients.
  • The ability to learn and adapt to new information and technology platforms.
  • Confidence in educating clients on how to conduct simple banking transactions through self-service technologies.
  • Strong critical thinking and problem-solving skills to meet clients' needs.
Compensation and Benefits

This role is compensated with a base salary of $24.00 - $25.96 hourly pay, offers to be determined based on experience, education, and skill set. Additionally, we provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.



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