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.

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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, 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. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.