Relationship Manager - Corporate Employee Banking and Investing (CEBI) - Chandler, AZ - Military Veterans

at Bank of America

Chandler, Arizona

Job Description:

This position will f ocus 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


Job Band:
H6

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

This position will f ocus 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


Job Band:
H6

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

This position will f ocus 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
Learn more about this role

Chandler, Arizona

You’ve led troops, now help lead your community 

As a leader in the military, you motivated troops to get the job done. We value your ability to influence change and encourage you to continue that influence here and in our communities. Our Military Affairs Team proudly supports veterans in our communities through education and volunteer events. Together, we can create better communities and a brighter future for us all. 

First you fought for the American dream, now you can guide its future

You joined the military to protect a nation and its people. Let the same passion for making a difference lead you to a new career. At Bank of America, we’re proud that more than 6,800 veterans work for us. They’ve discovered that their desire to help others didn’t end with their service. Here, you’ll help our customers and clients connect to better financial lives.