Merrill Market Client Relationship Manager jobs at Bank Of America in United States, Walnut Creek
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Company (1)
Job type
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Job title (1)
United States
State
Walnut Creek
7 jobs found
10.06.2025
BOA
Bank Of America Private Client Manager II United States, California, Walnut Creek
Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business. Leads complex credit opportunities, including structured credit deals. Grows book...
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,...
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth. Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor...
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,...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business. Leads complex credit opportunities, including structured credit deals. Grows book...
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