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Client Relationship Associate - Practice Solutions

Westerville, Ohio

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Bank of America is seeking a Client Relationship Associate (CRA) to support the Practice Solutions line of business and serve small businesses in the healthcare industry with annual revenues from $500k up to $5 million. The primary responsibility of the CRA is to support the Field and Home Office SBBs portfolio of assigned client relationships. The CRA supports the Field and Home Office SBBs clients with commercial credit and Treasury as well as support the retention of the portfolio. The CRA is the primary liaison with the Client Service Team for escalations. Responsible for new client on-boarding including: profile creation, Business Profile review, Know Your Client (KYC) completion and client outreach expected for introduction calls. CRAs are the primary point of contact with Credit and Retention partners for credit renewals, modifications, retention, proactive risk detection and collateral exemptions. CRAs may support multiple markets in their division.


  • 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


  • 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)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No

Street Address

Primary Location:
600 N Cleveland Ave, OH, Westerville, 43082