Relationship Manager - Corporate Employee Banking & Investing (CEBI) - Clayton, MO

Job Description:

Focus on new acquisition and deepening of client relationships with individuals employed by our corporate clients. This is accomplished by identifying financial needs, offering appropriate solutions and connecting clients with specialists. The CEBI client manger is a primary point of contact and a resident expert for products, services and strategies leveraged to engage with employees of our corporate clients. The CEBI client manager will prioritize their time to meet the financial needs of customers through campus engagement and outbound calling. They are also personally responsible for uncovering the banking needs of clients and further connecting them to specialists and financial solutions that align to meet those needs. Individuals report to the National Performance Team.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

This position will focus on new acquisition and deepening of client relationships with individuals employed by our corporate clients.  This is accomplished by identifying financial needs, offering appropriate solutions and connecting clients with specialists.  The CEBI client manger is a primary point of contact and a resident expert for products, services and strategies leveraged to engage with employees of our corporate clients.  The CEBI Employee Relationship Manager will prioritize their time to meet the financial needs of customers through campus engagement and outbound calling.  They are also personally responsible for uncovering the banking needs of clients and further connecting them to specialists and financial solutions that align to meet those needs. Individuals report to the National Performance Team.

Required Skills:

• Proven effective customer service skills with ability to manage the full customer end-to-end experience and problem resolution

• Strong communication and presentation skills

• Minimum of one year demonstrated sales experience in the financial center or call center

• Strong passion for helping clients

• Ability to operate in a regulatory environment, complying with all applicable laws/regulations

• Self starter and goal-oriented

• Excellent time management and organizational skills

• Availability to work weekends and/or unconventional hours as required to support the business

• Experience with outbound phone sales

Desired Skills:

• Interpersonal skills with the ability to uncover the personal banking needs of customers

• Building relationships over time to gain in-depth knowledge of clients’ priorities and effectively positioning additional Bank of America products and services (including core banking, home loans, auto, etc.)

• Acquiring and deepening client relationships through outreach, on site events, in-person conversation and referrals to specialists

• Provide clients with specific services to meet needs

• Delivering a personalized and rewarding experience for clients by executing a variety of defined client engagement strategies

• Leveraging available resources and technologies to optimize the client experience

• Ability to travel to meet client as needed

• Bilingual

Shift:

1st shift (United States of America)

Hours Per Week: 

40