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Relationship Manager- Lennox Center- North Dallas Market

Richardson, Texas

Job Description:

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We’re looking for relationship managers (RMs) – those with a passion for helping people and the drive to build relationships to make clients’ financial lives better. That means understanding clients’ financial needs, offering appropriate solutions and connecting clients with specialists. 

As part of the Bank of America team, RMs have access to industry leading products and services and a team of dedicated product specialists – all designed to meet the unique life priorities of our clients. RMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. Relationship managers work in financial centers and partner closely with the financial center manager to ensure all responsibilities are completed with high quality and that we deliver exceptional client care.

We’ll help you
Get training and one-on-one career coaching from managers who are invested in your success.  You’ll take part in additional training and development through our Academy for Consumer and Small Business to develop in your role.
Grow your business knowledge and network by using a defined consultative questioning approach with clients to systematically identify client needs and appropriate solutions, as well as partnering with experts.
Confidently build relationships with clients. Gain in-depth knowledge of clients’ financial life priorities and connect them to our solutions that meet their financial goals.
Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.
Continuously learn by using resources and technologies to optimize the client experience.

As a relationship manager, you can look forward to
• Managing a portfolio of clients by providing exceptional client care with industry leading products, services and education.
• Unlimited potential for financial growth.
• Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
• A world-class suite of employee benefits.

You’re a person who (required skills)
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is comfortable in your ability to identify solutions for new and existing clients based on their needs.
• Is comfortable in your ability to actively contact clients by phone.
• Communicates effectively and confidently, and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages your time and capacity.
• Can be flexible to work weekends and/or extended hours as needed.
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (eight months for employees with a work location of CA, NY or PA).

You’ll be better prepared if you have (desired skills)
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
• Experience in financial services and knowledge of financial services industry, products and solutions.
• Sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.

We’re a culture that
• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.  Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology and ways of working.  We always put our clients first to meet their evolving needs.
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

At Bank of America, I get to make a difference every day.

On screen copy:
Relationship Manager

As a Relationship Manager, my job is to develop lasting relationships with the clients I serve.
I am there for clients when it matters most, helping them navigate complex financial decisions.

On screen copy:
Provide guidance and solutions that help clients at every stage of life

I work with clients to learn all about their financial priorities and goals, so I can provide guidance and solutions that will work for every stage of their life.

On screen copy:
Earn a salary plus incentives for meeting goals

Some days are more challenging than others, so I have to be efficient and use the expertise of my teammates. Meeting my individual and team performance goals are important and I earn a salary, plus incentive for meeting my goals.

I manage a portfolio of clients and because building lasting relationships requires planning and coordination, sometimes I have to reach out on my own to them to fully understand their priorities and help them reach their financial goals.

On screen copy:
Helping clients with new digital banking solutions

A big part of my job is helping my clients adapt to new digital solutions, such as helping them learn how to use our Mobile Banking app.

Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.

On screen copy:
Access to world-class team of financial specialists

It really helps to have access to a world-class team of specialists.

My job definitely requires me to think on my feet. But it’s also a job that plants my feet firmly on the path to success.

Because once you get the hang of things, there is tremendous opportunity for growth here.

On screen copy:
One-on-one career coaching with your managers

You get one-on-one career coaching with managers who are truly invested in your success.

On screen copy:
Access to the award winning Academy

I am always learning.  From my first day to today, the award winning Academy at Bank of America has equipped me with all the knowledge, skills and resources I need to be successful.

On screen copy:
The Academy at Bank of America

  • Personalized Coaching
  • Hands-On Practice

The personalized coaching and hands on practice really helped me learn fast.

On screen copy:
Competitive Benefits

  • Paid Time off
  • Tuition Reimbursement
  • 401(k)
  • Health, Dental & Vision
  • Career Planning
  • Child Care Reimbursement for Income-Eligible Employees

I get to take advantage of a wide-range of competitive benefits such as child care reimbursement and tuition reimbursement and I feel fortunate to work for a company that values every employee for our differences.

I know Bank of America is invested in helping me reach my full potential, so I can help my clients reach theirs.
We all have goals. Pursue yours at Bank of America.

On screen copy:
Learn more: bankofamerica.com/Careers

Disclosures:
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
Bank of America, N.A. Member FDIC. ©2019 Bank of America Corporation.

Full time

JR-18067931

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
2210 N Coit Rd, TX, Richardson, 75080