Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for all of our clients.
They focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients.
As part of our team, you will have access to industry leading solutions and a team of dedicated product specialists all designed to meet the unique life priorities of your clients things like managing expenses, building wealth, managing debt, buying a home, saving for college or planning for unexpected life events.
As part of the Financial Center Academy at Bank of America, you will benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities including a 10-week new hire program.
Required skills :
Ability to learn and understand technology to assist customers with self-service needs
Proven results exceeding goals in a customer-centric, results-driven environment
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
Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Displays passion, commitment and drive to deliver an experience that improves our customers’ financial lives
Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Applies strong critical thinking and problem-solving skills to meet customers’ needs
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
Is a commissioned notary or can successfully obtain a notary commission in the state you work within 4 months of start date in role (8 months for employees with a work location of CA, NY, PA)
Desired skills :
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