Bank Of America Client Relationship Associate 

United States, California, Glendale 

38789336

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 process

Skills:

• 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 Management

Required 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 priorities

Desired 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 field

1st shift (United States of America)