Bank of America Relationship Manager- Cedar Grove Financial Center - Cedar Grove, NJ in Cedar Grove, New Jersey
Located in a financial center, relationship managers will focus the majority of their time deepening customer relationships by referring customers to sales specialists and offering appropriate financial solutions and services to both individual and small business customers/clients. Relationship managers will engage in daily relationship calling to preselected Bank of America or Merrill Edge customers inviting them into the financial center for an appointment and will assist in servicing customer needs where applicable. Relationship managers will report to a local market sales manager. They will partner closely with financial center managers and market sales managers to ensure adherence to operational and regulatory policies and procedures.
Achieve referral goals, while adhering to regulatory policies and procedures, by identifying opportunities to directly refer customers to other specialists for additional expertise or specialized needs
Build strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Ensure the customer’s banking, small business, mortgage and investment needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals in adherence with policies and procedures
Conduct client engagement activities, adhering to call monitoring policies
Participate in weekly proactive planning sessions for client engagement activities and drive sales related topics
Work with customers and small business clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
Sell financial products, such as credit cards, CDs, IRAs and small business loans); Open deposit accounts
Quote rates, terms and programs for customer loan requests
Respond to customer inquiries and concerns and create customized solutions
Recognize and refer cross-sell opportunities
Monitor and track daily/weekly sales activities
Execute sales and service tactics, activities and processes, as defined by company policies and procedures
Proactively manage risk in every business, product, and service transaction by leveraging available tools
Comply with all applicable banking and investment laws, regulations, company policies and procedures to serve the customer’s best interest and enhance client satisfaction
Be available to work weekends and/or extended hours as required to run the business
When needed, assist, educate and train customers on how to conduct simple transactions through Automated Teller Assist (ATA), ATMs, online and mobile capabilities
Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy
When needed, assist financial center manager and act as a back-up for dual control responsibilities such as opening the financial center and managing vault security codes
Posting Date : 01/11/2017
Location : US-NJ-Cedar Grove
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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