Client Relationship Associate

Company: Disability Solutions
Location: Glendale
Posted on: October 25, 2024

Job Description:

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Job Description:This job is responsible for supporting Small Business Bankers (SBBs) and Enterprise Business Bankers (ESBBs) with the portfolio of assigned clients with annual revenues from $500k to $5 million. Key responsibilities include serving as the primary liaison between the client and the SBB or ESBB, supporting new client on-boarding, and performing Know Your Client (KYC) review and approval. Job expectations include serving as the primary contact for credit and retention partners for credit renewals, modifications, retention, proactive risk detection, and collateral exemptions. Responsibilities:

• Maintains and develops relationships with clients with the objective of understanding and helping to address their individual investment needs
• Supports new client onboarding including profile creation, business profile review, Know Your Client (KYC) completion, and client outreach expected for introduction calls
• Assists Small Business Bankers (SBBs) and Enterprise Business Bankers (ESBBs) with uncovering key opportunities such as merchant, treasury card, and non-card lending
• Helps drive revenue based on the ability to deliver needs-based solutions to clients
• Builds partnerships with internal partners to uncover client needs and solutions in order to grow their business
• Conducts client introduction calls and sets up appointments for SBBs, ESBBs, and clients as part of the client onboarding processSkills:
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Oral Communications
  • Account Management
  • Collaboration
  • Prioritization
  • Written Communications
  • Coaching
  • Interpret Relevant Laws, Rules, and Regulations
  • Risk ManagementRequired Qualifications:
    • Proficiency in Microsoft Office Suite: Excel, PowerPoint and Word
    • Ability to operate in a phone-based sales environment
    • Excellent written and verbal communication skills
    • Familiarity with bank products, services operations, systems, policies and procedures for business/corporate clients
    • Strong client focus and direct client contact experience
    • Excellent interpersonal, communication, presentation, organization and computer skills
    • Ability to multitask and simultaneously support various prioritiesDesired Qualifications:
      • Possess a combination of experience from the following: Financial Center leadership; Small Business relationship management or support; Business Banking relationship management or support
      • Credit/Treasury sales servicing and/or operations management experience
      • Bachelor's Degree in related fieldShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Glendale - 611 N Brand Blvd (CA7504)Pay and benefits informationPay range$28.87 - $36.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. 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.

Keywords: Disability Solutions, Peoria , Client Relationship Associate, Other , Glendale, Arizona