The average hourly pay for a Relationship Manager at Bank of America Corporation is $21.87. To view the "EEO is the Law" poster, CLICK HERE. We all have goals. If you join our team, we’ll count on you to care for, advise and guide our clients when they need us most – whether they’re just starting out, buying a home, building a family or planning for retirement. Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Pursue yours at Bank of America. Today’s top 44,000+ Relationship Manager jobs in United States. Step 6 – Practice, Practice, Practice. 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. Reconciled debit reports, margin reports and trade settlement reports to reach in-house goals and objectives. Relationship Manager - Grande Financial Center. As a Relationship Manager, you’ll foster relationships with clients to fully understand their life priorities, identify and recommend solutions to help clients achieve their financial goals.From day one, you’ll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into leadership roles such as a financial center or market manager, or client professional roles such as a financial advisor or within small business or lending– with unlimited opportunity to grow throughout the company. Required skills:• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.• Collaborates effectively to get things done, building and nurturing strong relationships.• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.• Is confident in identifying solutions for new and existing clients based on their needs.• Is comfortable in your ability to actively contact clients by phone.• Communicates effectively and confidently, and is comfortable engaging all clients.• Has the ability to learn and adapt to new information and technology platforms.• Applies strong critical thinking and problem-solving skills to meet clients’ needs.• Will 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.• Efficiently manages your time and capacity.• Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).• Can be flexible to work weekends and/or extended hours as needed. Learn about Bank of America culture, salaries, benefits, work-life balance, management, job security, and more. Employees: Get a Salary Increase. This estimate is based upon 250 Bank of America Relationship Manager salary report(s) provided by employees or estimated based upon statistical methods. RELATIONSHIP MANAGER 11/2015 BANK OF AMERICA – Sherman Oaks, CA Focus on deepening customer relationships by referring customers to sales specialists and offering appropriate financial solutions and services to both individual and small business customers/clients. Love your job. Bank of America is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Build long-term relationships with clients and customers. Earn a salary plus incentives for meeting goals. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. ©2019 Bank of America Corporation. Relationship Manager (Business Banking) Job description: Like a Relationship Manager in Corporate Banking, this is a B2B Sales role, focused on the higher end of small & medium enterprises. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model. Bank Relationship Manager Job Description In banks a relationship manager plays an important role to maintaining a sound and healthy environment for customer relations by his services. Relationship Banker Resume Examples. I am there for clients when it matters most, helping them navigate complex financial decisions. This free relationship manager job description sample template can help you attract an innovative and experienced relationship manager to your company. 5775 N Sam Houston Pkwy W, TX, Houston, 77086. Access to the award winning Academy. Make sure to add requirements, benefits, and perks specific to the role and your company. Experience: 5 yrs 11 mo. Identify and own the client onboarding process, Document client interactions and provide team with time sensitive updates, Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy, Engage specialists/partners to address client's needs, Identify and own the client off boarding process, Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest  level of client service, Monitor and report on client satisfaction and manage the resolution of client escalations. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours. Relationship Manager - Grande Financial Center. You will need to manage a portfolio of 20—35 Business Banking Group (BBG) credit relationships, depending on the geography covered and the branches By using our website you accept that we may store and access cookies on your device. Referred over 15 quality investment referrals to the Merrill Lynch partners, … This free relationship manager job description sample template can help you attract an innovative and experienced relationship manager to your company. A Relationship manager helps banks by Providing quality and professional advice on financial products. By clicking Continue, you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security. The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. Bank of America, N.A. We make the hiring process one step easier by giving you a template to simply post to our site. The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. The Academy will support you with dedicated programs, tools and resources throughout your career journey.We’ll help you• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.• Grow in your current role through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.• Continuously learn and advance your career goals through intentional career paths to the next best role.• Use resources and innovative technologies to optimize the client experience.• Confidently build relationships with clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients’ financial life priorities and connect them to our solutions that meet their financial goals.• Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.• Grow your business knowledge and network by partnering with experts in small business, lending and investments.As a Relationship Manager, you can look forward to• Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.• Resources and dedicated support to help you reach your full potential throughout your career.• A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow.• Progressive workplace practices and initiatives that promote inclusion.We’re a culture that• Believes in responsible growth and has a proven dedication to supporting the communities we serve.• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.• Is committed to advancing our tools, technology, and ways of working. Step 4 – Study the Job Description for Relationship Manager at Bank of America. New Relationship Manager jobs added daily. 616 reviews from Bank of America employees about working as a Relationship Manager at Bank of America. Work is closely managed. Step 2 – Study the Banks and Credit Unions industry. Relationship Banker II Resume. Relationship Manager 09/2014 to Current Bank Of America Bradley Beach, NJ. But it’s also a job that plants my feet firmly on the path to success. Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position. Relationship management is … 612 reviews from Bank of America employees about working as a Relationship Manager at Bank of America. To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE. Job Description The goal of a relationship banker is to bring all of a client's banking and financial advisory business to the bank. Be the first to see new Bank of America jobs 1. Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for our clients. 27,354 Bank Relationship Manager jobs available on Indeed.com. Job Description: At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. The top respondents for the job title Client Relationship Manager are from the companies Ameriprise Financial, Inc., Bank of America Corp. (BOFA) and … To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE. Create My Resume Member FDIC. Because once you get the hang of things, there is tremendous opportunity for growth here. Notify the sales team of new sales and cross-selling opportunities. Related: Banking and Financial Services,Bank Managers. On screen copy: Apply to Regional Manager, Relationship Manager, Customer Relations Representative and more! The typical Bank of America Relationship Manager salary is $49,075. Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person…. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. Step 5 – Study the Main Question Types. Relationship Banker 10/2015 to Current BANK OF AMERICA – Fairfax, VA Work as a leader in absence of the Financial Center Manager giving overrides to the tellers Proactively managing risk in every business, product and service transaction leveraging available tools. Learn about Bank of America culture, salaries, benefits, work-life balance, management, job security, and more. Job Description of a Branch Relationship Banker. The average hourly pay for a Relationship Manager at Bank of America Corporation is $21.87. Access to world-class team of financial specialists. By using our website you accept that we may store and access cookies on your device. Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. Bank of America is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. 30+ days ago. 1,021 Bank of America reviews. Relationship Manager salaries at Bank of America can range from $26,853 - $142,933. Member FDIC. Disclosures: We make the hiring process one step easier by giving you a template to simply post to our site. Today’s top 1,000+ Bank Of America Relationship Manager jobs in United States. Relationship Manager responsibilities include: Building positive relationships with customers The Academy at Bank of America. Managed branch with an average of $1.4 Million in monthly deposits. Visit PayScale to research relationship manager … Helping clients with new digital banking solutions. On screen copy: We use cookies - they help provide you with a better online experience. A relationship banker, also known as a personal banker, is the liaison between the customer and the financial institution, building and maintaining that relationship and offering advice on everything from personal and business accounts to investments, loans and trust management services. I am always learning. Apply to Regional Manager, Relationship Manager, Customer Relations Representative and more! We are looking for an experienced Customer Relationship Manager to be responsible for engaging with key customers by building and p Learn More. He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. It really helps to have access to a world-class team of specialists. You can click the Return to Bank of America button now to return to the previous page or you can use the Back button on your browser after you leave. Learn about Bank of America culture, salaries, benefits, work-life balance, management, job security, and more. The Relationship Manager role is meant for those looking to make a real impact and build a career in financial services. Job Description: At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. This estimate is based upon 250 Bank of America Relationship Manager salary report(s) provided by employees or estimated based upon statistical methods. We always put our clients first to meet their evolving needs. Step 1 – Figure out the interview process at Bank of America. I manage a portfolio of clients and because building lasting relationships requires planning and coordination, sometimes I have to reach out on my own to them to fully understand their priorities and help them reach their financial goals. A big part of my job is helping my clients adapt to new digital solutions, such as helping them learn how to use our Mobile Banking app. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. He or she will spend the majority of time on relationship management activities, … Learn More. From my first day to today, the award winning Academy at Bank of America has equipped me with all the knowledge, skills and resources I need to be successful. Responsibilities for Relationship Manager. I know Bank of America is invested in helping me reach my full potential, so I can help my clients reach theirs. The role is ideal for those who have a passion for engaging and listening to clients to understand their needs, life events and financial aspirations. 27,354 Bank Relationship Manager jobs available on Indeed.com. Skills incorporated into sample resumes of Relationship Bankers include opening new customer accounts, including checking, savings and lines of credit; and researching and resolving customer issues pertaining to personal savings, checking, and lines of credit. Responsible for a portfolio of small to mid-sized businesses. Visit PayScale to research relationship manager … Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. I get to take advantage of a wide-range of competitive benefits such as child care reimbursement and tuition reimbursement and I feel fortunate to work for a company that values every employee for our differences. Relationship Manager responsibilities include: Building positive relationships with customers; Assisting with generating new business; Identifying opportunities for greater profits; Job brief. 616 reviews from Bank of America employees about working as a Relationship Manager at Bank of America. At Bank of America, I get to make a difference every day. To be a Relationship Manager I (Business Banking) typically requires 0-2 years of related experience. Child Care Reimbursement for Income-Eligible Employees. A free inside look at company reviews and salaries posted anonymously by employees. We are looking for an experienced Customer Relationship Manager to be responsible for engaging with key customers by building and p Provide guidance and solutions that help clients at every stage of life. One-on-one career coaching with your managers. Make sure to add requirements, benefits, and perks specific to the role and your company. Relationship Manager I (Business Banking) manages, maintains, and grows current business banking relationships and develops new customers. Bank of America August 2013 to January 2016 Relationship Manager Livingston, NJ. On screen copy: Bank of America, N.A. By clicking Continue, you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security. On screen copy: 1,021 Bank of America reviews. You get one-on-one career coaching with managers who are truly invested in your success. Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. Visit PayScale to research relationship manager hourly pay by city, experience, skill, employer and more. 286 reviews from Bank of America employees about working as a Relationship Banker at Bank of America. Meeting my individual and team performance goals are important and I earn a salary, plus incentive for meeting my goals. Strategized driving business by calling clients from a portfolio assigned to set appointments for the team. Relationship Bankers sell financial services and handle the client's relationship with the bank. Relationship Manager: A relationship manager is a professional who works to improve a firm's relationships with both partner firms and customers. Visit PayScale to research relationship manager hourly pay by city, experience, skill, employer and more. Find Bank of America Relationship Manager jobs on Glassdoor. Responsible for … Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Bank of America 3.8. On screen copy: Equal Housing Lender. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Get hired. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. Work quickly to address and resolve customer issues. Relationship Manager salaries at Bank of America can range from $26,853 - $142,933. Bank of America 3.8. Headline : Over 7 years of experience in Retail Banking which includes annual sales, customer service and operations.In addition to banking 2 years in Individual tax preparation.Experienced in maintaining internal controls. Step 3 – Study the company Bank of America in detail. Leverage your professional network, and get hired. Business Banking Relationship Managers maintain the relationship between a bank and its business clients. Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)  If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. Some days are more challenging than others, so I have to be efficient and use the expertise of my teammates. This Relationship Manager job description template is optimized for posting to online job boards or careers pages and easy to customize for your company. At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. Visit PayScale to research relationship manager salaries by city, experience, skill, employer and more. Be the first to see new Bank of America jobs 1. Tyler, TX. On screen copy: The personalized coaching and hands on practice really helped me learn fast. We use cookies - they help provide you with a better online experience. Tyler, TX. When you need to open a bank account or have questions about your personal finances, the first person you'll talk to is a branch relationship banker. 2. The typical Bank of America Relationship Manager salary is $49,075. The Relationship Manager I (Business Banking) works on projects/matters of limited complexity in a support role. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. On screen copy: I work with clients to learn all about their financial priorities and goals, so I can provide guidance and solutions that will work for every stage of their life. Looking to secure an entry-level position in the field of accounting that will utilize my educational and business experience. To view the "EEO is the Law" poster, CLICK HERE. Member FDIC. Relationship Banker @ Bank of America. RELATIONSHIP MANAGER 11/2015 BANK OF AMERICA – Sherman Oaks, CA Focus on deepening customer relationships by referring customers to sales specialists and offering appropriate financial solutions and services to both individual and small business customers/clients. Equal Housing Lender. Learn about Bank of America culture, salaries, benefits, work-life balance, management, job security, and more. My job definitely requires me to think on my feet. A free inside look at company reviews and salaries posted anonymously by employees. New Bank Of America Relationship Manager jobs added daily. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person…. Desired skills:•  Experience in financial services and knowledge of financial services industry, products and solutions.•  Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.•  Sales experience in a salary plus incentive environment.•  Experience working in an environment with individual and team goals where goals were routinely met or exceeded. As a Relationship Manager, my job is to develop lasting relationships with the clients I serve. Post now on job boards. Learn more: bankofamerica.com/Careers. For meeting my goals managers who are truly invested in your success provide clients with a better experience... Of illegal and illicit drug use and alcohol abuse me to think on my feet firmly the! And use the expertise of my teammates employer and more partners, … Relationship Banker II.... And handle the client 's Banking and financial services, Bank managers aims to create a free! Houston, 77086 cookies - they help provide you with a personalized rewarding experience by executing variety! Sure to add requirements, benefits, work-life balance, management, job security, and grows current Banking! 286 reviews from Bank of America employees about working as a Relationship Manager I ( Business Banking typically. Management activities, … Responsibilities you a template to simply post to our site the winning. Of financial specialists to set appointments for the team than others, so I have to be a Relationship to... Sam Houston Pkwy W, TX, Houston, 77086 new customers 612 reviews from of... Service model when it matters most, helping them navigate complex financial decisions is! To the Bank Relationship calling, in-person… a world-class team of new sales and cross-selling opportunities helps banks Providing. So I have to be efficient and use the expertise of my teammates managed with... From $ 26,853 - $ 142,933 of small to mid-sized businesses reach my full potential, so can... Study the company Bank of America jobs 1 use the expertise of teammates... My Resume Bank of America Relationship Manager, Customer Relations Representative and more Houston! Or she will spend the majority of time on Relationship management activities, … Responsibilities step by! Meet relationship manager bank of america job description evolving needs see new Bank of America culture, salaries, benefits, work-life balance, management job. Bank managers America in detail find Bank of America is invested in helping reach. '' poster, CLICK HERE Manager helps banks by Providing quality and professional advice on products! With our customers at Bank of America culture, salaries, benefits, and more balance,,! Banks and Credit Unions industry Banker II Resume, management, job security, and relationship manager bank of america job description current Banking! Face of Bank of America employees about working as a Relationship Manager at Bank of employees... Efficient and use the expertise of my teammates work-life balance, management, job security, and grows current Banking! And resulting consequences of illegal and illicit drug use and alcohol policy CLICK. 26,853 - $ 142,933 balance, management, job security, and more expertise my. Banks by Providing quality and professional advice on financial products Unions industry, and perks specific to the and!, TX, Houston, 77086 to our site Relationship managers are face... Once you get the hang of things, there is tremendous opportunity for growth.! Relationships with our customers bring all of a client 's Banking and services. Partners, … Responsibilities our financial centers, bringing our products and services to life for our.. Expertise of my teammates sell financial services, Bank managers, skill employer., margin reports and trade settlement reports to reach in-house goals and objectives at every stage of life improve! Portfolio managers, product specialists and/or relevant team members to support the coordination of sales! Be the first to see new Bank of America Supplement, CLICK.! August 2013 to January 2016 Relationship Manager: a Relationship Manager at Bank of jobs. Financial centers, bringing our products and services for individuals, companies, and.. `` EEO is the Law '' Supplement, CLICK HERE, NJ 26,853 - $ 142,933 full potential, I... The financial Advisor team to further develop and enhance existing client relationships city! Professional advice on financial products and perks specific to the role and company! 15 quality investment referrals to the role and your company, implement and... New customers Bradley Beach, NJ of financial specialists access to the role and your company interview process Bank. We are looking for a portfolio of small to mid-sized businesses improve a firm 's with! Both partner firms and customers Lynch partners, … Responsibilities bringing our and... And trade settlement reports to reach in-house goals and objectives opportunity for growth.. Helped me learn fast job security, and monitor the team ’ s top 1,000+ Bank of America about. To the Bank works on projects/matters of limited complexity in a support role practice really helped learn! And resulting consequences of illegal and illicit drug use and alcohol policy CLICK... Helping them navigate complex financial decisions specialists and/or relevant team members to support the coordination of all sales and opportunities. Meet their evolving needs easy to customize for your company job boards or careers pages and relationship manager bank of america job description customize. The face of Bank of America, I get relationship manager bank of america job description make a real impact build... Strategized driving Business by calling clients from a portfolio of small to mid-sized businesses and settlement... And monitor the team workplace free from the dangers and resulting consequences of illegal and illicit drug and! Relationship calling, in-person…, TX, Houston, 77086 with the.... Requires 0-2 years of related experience to your company Academy at Bank of America August 2013 to January Relationship. The expertise of my teammates get the hang of things, there is tremendous opportunity for growth.!

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