Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through..., emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve...
assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained... Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...
optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel... according to Integrated Relationship Management (IRM). Levels (I – II) should be differentiated based on years of banking...
Description Summary: The Regional Banking Relationship Manager III is responsible for acquiring new business... Business sales size $2 MM to $50 MM and credit exposure up to $25 MM. This banker will cross-sell and negotiating pricing...
relationship. Acts as a resource to identify and resolve more complex client servicing issues. Listens for clues for financial... or to a Banker; Provides effective and customized financial wellness recommendations to clients. Consistently attains individual...
and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness... for financial wellness opportunities during client conversations, and then appropriately transitions the clients to a Banker...