Bank Of America Client Relationship Associate - Practice Solutions 

United States, Ohio 

411163637

Job Description:

Job Description:
This job is responsible for assisting with post-booking loan and banking servicing requests for a portfolio of Practice Solutions clients. Key responsibilities include working directly with clients as the primary point of contact, servicing day-to-day practice needs, and navigating the bank. Job expectations include timely follow up with clients, communication with internal partners across the bank, knowledge of loan and banking products, and communication with internal partners.

• Manages assigned Practice Solutions client territories
• Services online banking needs for clients
• Partners with various servicing teams to meet client expectations
• Creates and collects documentation to fulfill clients needs
• Performs outbound calling to existing portfolio to develop banking opportunities

Skills:

• Account Management
• Attention to Detail
• Adaptability
• Business Development
• Record Keeping
• Relationship Building

Required Qualifications:

• Proficient 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, procedures for business/corporate clients
• Strong client focus/direct client contact experience, excellent interpersonal, communication, presentation, organization and computer skills
• Ability to multi-task and support various priorities

Desired Qualifications:

• Possess a combination of Financial Center leadership or Small Business or Business Banking relationship management or support experience, as well as Credit and/or Treasury sales servicing, or operations management experience
• 4-year degree ​​
• Experience with the Practice Solutions line of business

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent