Client Relationship Associate - Practice Solutions

Bank of America • Westerville, OH

1d

About The Position

At Bank of America, the Client Relationship Associate supports post-booking loan and banking servicing for a portfolio of Practice Solutions clients. The associate serves as a primary point of contact, helps clients with day-to-day practice needs, and navigates the bank to connect clients with the appropriate services and partners. The role requires timely client follow-up, communication with internal partners, and knowledge of loan and banking products.

The position manages assigned client territories, assists with online banking needs, gathers documentation, and makes outbound calls to existing clients to identify banking opportunities. It is a first-shift role with a 40-hour workweek. Bank of America describes an in-office culture, with role-specific flexibility based on responsibilities and business needs.

Requirements

• Proficiency in Microsoft Office Suite, including 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, and procedures for business or corporate clients.
• Strong client focus and direct client contact experience.
• Excellent interpersonal, communication, presentation, organization, and computer skills.
• Ability to multitask and support various priorities simultaneously.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• A combination of experience in financial center leadership, small business relationship management or support, or business banking relationship management or support.
• Credit or treasury sales servicing and/or operations management experience.
• Experience with the Practice Solutions line of business.
• Bachelor’s degree in a related field.

Responsibilities

• Manage assigned Practice Solutions client territories.
• Service clients’ online banking needs.
• Partner with servicing teams to meet client expectations.
• Create and collect documentation to fulfill client needs.
• Make outbound calls to existing portfolio clients to develop banking opportunities.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED