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Bank Of America Client Relationship Associate - Practice Solutions 
United States, Ohio 
774329423

26.07.2024


Responsibilities:

  • Manages assigned Practice Solutions client territories
  • Services online banking needs for clients
  • Partners with various servicing teams to meet client expectations
  • Creates and collects needed 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
1st shift (United States of America)