Client Relationship Associate - Practice Solutions

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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 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

Skills:

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

Shift:1st shift (United States of America)

Hours Per Week: 40

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