Relationship Manager - Carmenita-Telegraph Financial Center - Whittier, CA

Company: Bank of America
Location: Whittier
Posted on: March 15, 2020

Job Description:

Relationship Manager - Carmenita-Telegraph Financial Center - Whittier, CA (Bilingual Spanish Required)Whittier, CaliforniaJob Description:At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, well count on you to care for, advise and guide our clients when they need us most whether theyre just starting out, buying a home, building a family or planning for retirement.Were looking for the next generation of Relationship Managers - those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. The Relationship Manager role is meant for those looking to make a real impact and build a career in financial services. The role is ideal for those who have a passion for engaging and listening to clients to understand their needs, life events and financial aspirations. As a Relationship Manager, youll foster relationships with clients to fully understand their life priorities, identify and recommend solutions to help clients achieve their financial goals.From day one, youll receive training from our award-winning Academy at Bank of America , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, youll have the opportunity to advance into leadership roles such as a financial center or market manager, or client professional roles such as a financial advisor or within small business or lending with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.Well help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Grow in your current role through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility. Continuously learn and advance your career goals through intentional career paths to the next best role. Use resources and innovative technologies to optimize the client experience. Confidently build relationships with clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients financial life priorities and connect them to our solutions that meet their financial goals. Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists. Grow your business knowledge and network by partnering with experts in small business, lending and investments.As a Relationship Manager, you can look forward to Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes. Resources and dedicated support to help you reach your full potential throughout your career. A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow. Progressive workplace practices and initiatives that promote inclusion.Were a culture that Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.Required skills: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Is comfortable in your ability to actively contact clients by phone. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Applies strong critical thinking and problem-solving skills to meet clients needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages your time and capacity. Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA). Can be flexible to work weekends and/or extended hours as needed. Bilingual Spanish RequiredDesired skills: Experience in financial services and knowledge of financial services industry, products and solutions. Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Sales experience in a salary plus incentive environment. Experience working in an environment with individual and team goals where goals were routinely met or exceeded.Shift:1st shift (United States of America)Hours Per Week:40Learn more about this roleTranscriptAt Bank of America, I get to make a difference every day.On screen copy:Relationship ManagerAs a Relationship Manager, my job is to develop lasting relationships with the clients I serve.I am there for clients when it matters most, helping them navigate complex financial decisions.On screen copy:Provide guidance and solutions that help clients at every stage of lifeI work with clients to learn all about their financial priorities and goals, so I can provide guidance and solutions that will work for every stage of their life.On screen copy:Earn a salary plus incentives for meeting goalsSome days are more challenging than others, so I have to be efficient and use the expertise of my teammates. Meeting my individual and team performance goals are important and I earn a salary, plus incentive for meeting my goals.I manage a portfolio of clients and because building lasting relationships requires planning and coordination, sometimes I have to reach out on my own to them to fully understand their priorities and help them reach their financial goals.On screen copy:Helping clients with new digital banking solutionsA big part of my job is helping my clients adapt to new digital solutions, such as helping them learn how to use our Mobile Banking app.Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.On screen copy:Access to world-class team of financial specialistsIt really helps to have access to a world-class team of specialists.My job definitely requires me to think on my feet. But its also a job that plants my feet firmly on the path to success.Because once you get the hang of things, there is tremendous opportunity for growth here.On screen copy:One-on-one career coaching with your managersYou get one-on-one career coaching with managers who are truly invested in your success.On screen copy:Access to the award winning AcademyI am always learning. From my first day to today, the award winning Academy at Bank of America has equipped me with all the knowledge, skills and resources I need to be successful.On screen copy:The Academy at Bank of America

• Personalized Coaching
• Hands-On PracticeThe personalized coaching and hands on practice really helped me learn fast.On screen copy:Competitive Benefits
  • Paid Time off
  • Tuition Reimbursement
  • 401(k)
  • Health, Dental & Vision
  • Career Planning
  • Child Care Reimbursement for Income-Eligible EmployeesI get to take advantage of a wide-range of competitive benefits such as child care reimbursement and tuition reimbursement and I feel fortunate to work for a company that values every employee for our differences.I know Bank of America is invested in helping me reach my full potential, so I can help my clients reach theirs.We all have goals. Pursue yours at Bank of America.On screen copy:Learn more: bankofamerica.com/CareersDisclosures:Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, 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.Bank of America, N.A. Member FDIC. 2019 Bank of America Corporation.Full timeJR-20007876Manages People: NoTravel: Yes, 5% of the timeManager:Talent Acquisition Contact:Referral Bonus: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.To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf .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 Americas Drug-free workplace and alcohol policy, CLICK HERE .

Keywords: Bank of America, Whittier , Relationship Manager - Carmenita-Telegraph Financial Center - Whittier, CA , Accounting, Auditing , Whittier, California