Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Relationship Manager-Richmond Center Financial Center-Richmond South Market image - Rise Careers
Job details

Relationship Manager-Richmond Center Financial Center-Richmond South Market

Job Description:At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We’re looking for relationship managers (RMs) – those with a passion for helping people and the drive to build relationships to make clients’ financial lives better. That means understanding clients’ financial needs, offering appropriate solutions and connecting clients with specialists.As part of the Bank of America team, RMs have access to industry leading products and services and a team of dedicated product specialists – all designed to meet the unique life priorities of our clients. RMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. Relationship managers work in financial centers and partner closely with the financial center manager to ensure all responsibilities are completed with high quality and that we deliver exceptional client care.We’ll help you• Get training and one-on-one career coaching from managers who are invested in your success. You’ll take part in additional training and development through our Academy for Consumer and Small Business to develop in your role.• Grow your business knowledge and network by using a defined consultative questioning approach with clients to systematically identify client needs and appropriate solutions, as well as partnering with experts.• Confidently build relationships with clients. Gain in-depth knowledge of clients’ financial life priorities and connect them to our solutions that meet their financial goals.• Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.• Continuously learn by using resources and technologies to optimize the client experience.As a relationship manager, you can look forward to• Managing a portfolio of clients by providing exceptional client care with industry leading products, services and education.• Unlimited potential for financial growth.• Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.• A world-class suite of employee benefits.You’re a person who (required skills)• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.• Collaborates effectively to get things done, building and nurturing strong relationships.• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.• Is comfortable in your ability to identify solutions for new and existing clients based on their needs.• Is comfortable in your ability to actively contact clients by phone.• Communicates effectively and confidently, and is comfortable engaging all clients• Has the ability to learn and adapt to new information and technology platforms.• Applies strong critical thinking and problem-solving skills to meet clients’ needs.• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.• Efficiently manages your time and capacity.• Can be flexible to work weekends and/or extended hours as needed.• Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (eight months for employees with a work location of CA, NY or PA).You’ll be better prepared if you have (desired skills)• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.• Experience in financial services and knowledge of financial services industry, products and solutions.• Sales experience in a salary plus incentive environment.• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.We’re a culture that• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.• Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.Shift:1st shift (United States of America)Hours Per Week:40
Bank of America Glassdoor Company Review
4.0 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Bank of America DE&I Review
4.2 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
CEO of Bank of America
Bank of America CEO photo
Brian T. Moynihan
Approve of CEO

Average salary estimate

$65000 / YEARLY (est.)
min
max
$50000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Relationship Manager-Richmond Center Financial Center-Richmond South Market, Bank of America

At Bank of America, the role of Relationship Manager at the Richmond Center Financial Center offers an exciting opportunity for those looking to make a genuine difference in people's financial lives. As a Relationship Manager (RM), you'll be passionate about helping clients navigate their financial journeys while building lasting relationships. Imagine working in an environment where you're equipped with top-notch training, robust support, and access to industry-leading products. You'll dive deep into understanding your clients' unique financial needs and connect them with specialists who can offer tailored solutions. Not only will you manage a diverse portfolio, but you'll also work closely with the financial center manager to ensure every client receives exceptional care. Get ready to thrive in an environment dedicated to your professional growth, where coaching and continuous learning are part of the job. From engaging with clients through call strategies to in-person conversations, you’ll execute a myriad of outreach efforts designed to enhance their financial experiences. At Bank of America, your success stands at the forefront, and your role contributes not just to individual clients but to the broader community as well. We’re looking for enthusiastic self-starters willing to embrace challenge, display a passion for client service, and embody a team spirit. With the potential for unlimited financial growth and a wealth of training resources, this position can be the stepping stone you’ve been looking for. So come join our team at Bank of America and start making financial lives better in Richmond, VA!

Frequently Asked Questions (FAQs) for Relationship Manager-Richmond Center Financial Center-Richmond South Market Role at Bank of America
What are the responsibilities of a Relationship Manager at Bank of America in Richmond?

As a Relationship Manager at Bank of America in Richmond, your key responsibilities include managing a portfolio of clients, understanding their financial priorities, and delivering tailored solutions. You'll engage clients through relationship calling, personal conversations, and liaise with product specialists to enhance their financial experiences. Building strong relationships and ensuring compliance with banking regulations are also crucial aspects of this role.

Join Rise to see the full answer
What qualifications do I need to be a Relationship Manager at Bank of America Richmond Center Financial Center?

To qualify for the Relationship Manager position at Bank of America Richmond Center Financial Center, candidates should possess strong communication skills, a passion for client engagement, and the ability to identify solutions tailored to client needs. Experience in financial services, proven relationship management skills, and a self-motivated attitude are highly desirable. Additionally, obtaining a notary commission within the stipulated timeframe is required for this role.

Join Rise to see the full answer
How does Bank of America support the professional development of Relationship Managers?

Bank of America is committed to the professional development of its Relationship Managers by providing one-on-one coaching, participation in the Academy for Consumer and Small Business training, and various ongoing learning opportunities. These initiatives ensure RMs stay ahead in their roles and continue to grow their skills in the evolving financial landscape.

Join Rise to see the full answer
What is the work environment like for Relationship Managers at Bank of America?

The work environment for Relationship Managers at Bank of America is collaborative, supportive, and focused on client success. Employees are encouraged to build strong relationships with team members and clients while benefitting from a culture that promotes diversity, continuous training, and responsive tools to meet the needs of the community.

Join Rise to see the full answer
Can you describe the career growth potential for a Relationship Manager at Bank of America Richmond South Market?

The career growth potential for a Relationship Manager at the Bank of America Richmond South Market is significant. Employees benefit from clearly defined career paths, access to networking with financial experts, and the chance to continuously enhance their skills. The culture prioritizes ambitious individuals who deliver exceptional client experiences, making it a great place for high achievers.

Join Rise to see the full answer
Common Interview Questions for Relationship Manager-Richmond Center Financial Center-Richmond South Market
How do you approach building relationships with clients as a Relationship Manager?

In answering this question, highlight your consultative approach. Discuss the importance of understanding clients' needs through active listening and tailored communication. Emphasize your strategies for follow-up and ongoing engagement to strengthen client connections.

Join Rise to see the full answer
Can you provide an example of a time when you identified a financial need for a client?

Use the STAR method (Situation, Task, Action, Result) to answer. Describe the scenario clearly, the specific needs you identified, how you responded with tailored solutions, and the positive impact this had on the client’s financial situation.

Join Rise to see the full answer
What techniques do you use to manage your time effectively in a high-demand environment?

Discuss your organizational skills, prioritization techniques, and the tools you utilize for time management. Mention how you set goals and maintain focus on client needs, ensuring that you balance multiple responsibilities seamlessly.

Join Rise to see the full answer
How do you stay updated on industry trends and banking products?

Explain your commitment to professional development. Mention resources such as financial services courses, networking events, and industry publications you utilize to stay informed about banking products and market trends.

Join Rise to see the full answer
Describe a challenging client situation and how you resolved it.

Share a relevant example using the STAR method. Describe the challenge you faced with the client, the steps you took to address their concerns, the solutions you provided, and the successful outcome that followed.

Join Rise to see the full answer
What strategies do you use to assess client needs effectively?

Talk about your consultative questioning approach, active communication, and rapport-building skills. Highlight how these strategies help you understand both explicit and implicit client needs.

Join Rise to see the full answer
Why do you want to work as a Relationship Manager at Bank of America?

Convey your passion for client relationships and helping individuals achieve their financial goals. Discuss the alignment of your values with Bank of America's commitment to community and client care, which excites you about the potential for growth in this role.

Join Rise to see the full answer
How would you handle a situation where a client is unhappy or dissatisfied?

Share your strategy for empathy and listening as a first step to understand the client's concerns. Emphasize your commitment to finding a resolution by collaboratively developing a plan that meets their needs while adhering to company protocols.

Join Rise to see the full answer
What makes you a good fit for the Relationship Manager position at Bank of America?

Highlight your relevant experiences, skills, and passion for finance and client service. Discuss specific qualities and achievements that demonstrate your fit for the role and how they align with the values and expectations of Bank of America.

Join Rise to see the full answer
How do you measure your success in this role?

Explain the importance of client satisfaction, retention rates, and meeting sales goals in measuring your success. Discuss how you track these metrics and the continuous feedback loop in your approach to self-improvement and client engagement.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 11 days ago
Photo of the Rise User
Posted 8 days ago
Photo of the Rise User
Posted 12 days ago
Photo of the Rise User
Posted 13 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Photo of the Rise User
AHOY Remote No location specified
Posted 5 days ago
Photo of the Rise User
PingCAP Remote Remote in the US
Posted 7 days ago

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk ma...

503 jobs
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
December 1, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!