Wednesday , September 27 2023

Bank Of America Internship – Elite Relationship Manager

Website Bank of America

Job Description:

The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Relationship Managers are responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention and deepening. They own management of client cases, research and communicate resolution to issues as well as demonstrating expert knowledge of internal and regulatory policies, procedures and processes. Relationship Managers execute a disciplined approach to achieving business goals while focusing on the client experience.

Job Responsibilities:

  • Prioritize and manage book of clients, constantly searching for opportunities to enhance client experience and advance our standing as the client’s sole financial institution
  • Develop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategies
  • Deliver on performance goals, such as driving balance growth and expanding the breadth and depth of client relationships through product penetration
  • Provide proactive outreach to clients to strengthen the relationship to build a more personal connection and fully understand how we can serve their financial needs
  • Work seamlessly across all Enterprise business lines including GWIM, US Trust, Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes
  • Deliver efficient and responsive resolution for client escalations owning situation through to resolution
  • Manage a book of high net worth, active self-directed clients and serve as primary point of contact for all clients’ trading and servicing needs

Job Requirements:

  • Strong organizational skills & time management skills
  • Strong interpersonal skills and the ability to work in a team environment in order to meet targets and deadlines
  • Ability to use sound judgment when making decisions, identifying solutions, and resolving elevated issues.
  • Ensures complete and efficient business/client interactions; confident and engaging presence
  • Ability to handle multiple tasks in a dynamic environment
  • Ability to work effectively under pressure and time constraints; adjusting rapidly to changing demands and priorities
  • Foster relationships with leadership and peers in an effort to collaborate and improve processes that impact both the client experience
  • Strong analytical and problem solving skills

Qualification & Experience:

  • Experience with advanced trading strategies, options, fixed income, and margin required

Job Details:

Company: Bank of America

Vacancy Type: Full Time

Job Location: Lincoln, RI, US

Application Deadline: N/A

Apply Here