Job description

Located in a Financial Center, Relationship Managers will focus the majority of their time on deepening customer relationships by referring customers to sales specialists and selling financial products and services to both individual and small business customers/clients. Relationship Managers will engage in daily outbound calling to pre-selected Bank of America customers inviting them into the Financial Center for an appointment and will also assist in servicing customer needs where applicable. Relationship Managers will report to a local Market Sales Manager. They will partner closely with Financial Center Managers to ensure adherence to operational compliance policies and procedures.

Required skills:

• Ability to learn and understand technology to assist customers with self-service needs
• Proven results exceeding goals in a customer-centric, results-driven environment
• Strong interpersonal skills, and demonstrate a commitment to providing personalized service
• Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
• Ability to resolve problems independently or escalate as needed 
• Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
• Displays passion, commitment and drive to deliver an experience that improves our customers’ financial lives
• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
•  Applies strong critical thinking and problem-solving skills to meet customer’s needs
• Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
• Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Availability to work weekends and/or extended hours as required to operate the business

   

Desired Skills:

• Experience in financial services and prior knowledge of financial services industry, products and solutions
• Knowledge of banking (credit and deposit) products and services
• Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely
• Prior experience servicing and delighting customers