Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for our clients.
You will focus the majority of your time deepening customer relationships by referring customers to sales specialists and offering appropriate financial solutions and services to both individual and small business customers.
You engage in daily outbound calling to Bank of America customers, inviting them into the financial center for an appointment, and also assist in servicing customer needs where applicable.
You will report to a local market sales manager, and partner closely with financial center managers and market sales managers to ensure adherence to operational and regulatory policies and procedures.
As a Relationship Manager you will:
Build strong relationships with your teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Meet customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals (for example, customer’s banking, small business, mortgage and investment needs) in adherence with policies and procedures
You will conduct outbound and inbound client engagement activities, adhering to call monitoring policies
You will be participating in weekly proactive planning sessions for client engagement activities and drive sales-related topics
Sell financial products (for example, credit cards, CDs, IRAs, small business loans) and open deposit accounts
Quote rates, terms and programs for loan customers
-Respond to customer inquiries and concerns and create customized solutions
Monitor and track daily/weekly sales activities
Execute sales and service tactics, activities and processes, as defined by company policies and procedures
Proactively manage risk in every business, product and service transaction leveraging available tools
Comply with all applicable banking and investment laws, regulations, company policies and procedures to serve the client’s best interest and enhance client satisfaction
Assist, educate and train customers on how to use self-service technologies such as ATMs, online banking or mobile banking
Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy
You posses the following:
The ability to learn and understand technology to assist customers with self-service needs
Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
You can confidently influence and collaborate with others outside of reporting authority to achieve shared goals
You are a problem solver with strong customer service skills.
You build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Passion, commitment and drive are 3 attributes that you deliver to improve our customers’ financial lives
Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Availability to work weekends and/or extended hours as required to operate the business
Must graduate from undergraduate between Dec 2015-July 2016
You will be highly considered if you have:
Experience in financial services and prior knowledge of financial services industry, products and solutions
Knowledge of banking (credit and deposit) products and services
Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely
Prior experience servicing and delighting customers
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.