Client Relationship Associate – Practice Solutions – JR-24044056 – Westerville, Ohio

Bank of America

  • Full Time

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.Responsibilities:Manages assigned Practice Solutions client territoriesServices online banking needs for clientsPartners with various servicing teams to meet client expectationsCreates and collects needed documentation to fulfill clients needsPerforms outbound calling to existing portfolio to develop banking opportunitiesSkills:Account ManagementAttention to DetailAdaptabilityBusiness DevelopmentRecord KeepingRelationship BuildingRequired Qualifications:Proficient in Microsoft Office Suite: Excel, PowerPoint and WordAbility to operate in a phone-based sales environmentExcellent written and verbal communication skillsFamiliarity with bank products, services operations, systems, policies, procedures for business/corporate clientsStrong client focus/direct client contact experience, excellent interpersonal, communication, presentation, organization and computer skillsAbility to multi-task and support various prioritiesDesired 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 experience4-year degree ​​Experience with the Practice Solutions line of businessShift:1st shift (United States of America)Hours Per Week:40