Client Relationship Associate - Practice Solutions

Bank of America • Westerville, OH

10d

About The Position

At Bank of America, the Client Relationship Associate supports the Practice Solutions line of business by assisting with post-booking loan and banking servicing requests for a portfolio of Practice Solutions clients. The role serves as a primary point of contact for clients, supports day-to-day practice needs, and helps clients navigate the bank. It requires timely follow-up, effective communication with internal partners across the bank, and knowledge of loan and banking products.

The associate manages assigned client territories, services online banking needs, coordinates with servicing teams, and prepares and collects documentation. The position also makes outbound calls to existing portfolio clients to develop banking opportunities. The role is a first-shift position with 40 hours per week.

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; business banking relationship management or support; and/or credit or treasury sales servicing or operations management.
• 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 various servicing teams to meet client expectations.
• Create and collect documentation to fulfill client needs.
• Perform outbound calling to existing portfolio clients to develop banking opportunities.
• Serve as a primary client contact and assist with post-booking loan and banking servicing requests.

Benefits

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

What This Job Offers

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