14 days old

Relationship Manager Business Owner Specialist - Redmond Financial Center - Redmond, WA

Redmond, WA 98073
Relationship Manager Business Owner Specialist - Redmond Financial Center - Redmond, WA



Redmond, Washington



**Job Description:**



At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, well count on you to care for, advise and guide our clients when they need us most whether theyre just starting out, buying a home, building a family, managing a small business or planning for retirement.



Were looking for the next generation of **Relationship Manager Business Owner Specialists (RMBOSs)** those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. RMBOSs focus on deepening relationships with individual and small business customers/clients, and they accomplish this by identifying financial needs, offering appropriate solutions and connecting clients with specialists. The RMBOS is a primary point of contact within financial centers for small business clients and a resident expert for small business products, services and strategies. As part of the Bank of America team, RMBOSs have access to industry-leading solutions and a team of dedicated product specialists all designed to meet the unique priorities of our small business clients, including managing cash flow, improving their business, managing employees, banking with convenience, or achieving their personal financial goals. They report to the Market Leader and partner closely with the Financial Center Managers to ensure adherence to operational compliance policies and procedures.



From day one, youll receive training from our award-winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, youll have the opportunity to advance into leadership roles such as a financial center or market manager, or client professional roles such as a financial advisor or within small business or lending with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.



**Well help you**



**Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

**Grow in your current role** through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.

**Continuously learn and advance your career goals** through intentional career paths to the next best role.

**Use resources and innovative technologies** to optimize the client experience.

**Confidently build relationships** with individual and small business clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients business and financial life priorities; uncover personal banking needs; 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.

**Grow your business knowledge and network** by partnering with experts in small business, lending and investments.



**As a Relationship Manager Business Owner Specialist, you can look forward to**



Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.

Resources and dedicated support to help you reach your full potential throughout your career.

A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow.

Progressive workplace practices and initiatives that promote inclusion.



**Were a culture that**



Believes in responsible growth and has a proven dedication to supporting the communities we serve.

Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.



**Required skills:**



Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM) or Advisor Development Program (ADP) RM at Bank of America for a minimum of six months.

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.

Has a strong passion for helping small business clients and an explicit stated career interest in small business.

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 confident in identifying solutions for helping new and existing clients (individual and small business) 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.

Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

Can be flexible to work weekends and/or extended hours as needed.



**Desired skills:**



Working knowledge as a sales representative to small business.

Bank of America RM Mastery for Small Business certification completion.

Retail and/or sales experience in a salary plus incentive environment.

Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

Experience with financial information, spreadsheets and financial skills.

Working knowledge of small business products and services, including credit / lending solutions.

An associates degree or bachelors degree in business, finance, or a related field.



**Job Band:**



H6



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



Monday-Saturday



**Referral Bonus Amount:**



500



**Job Description:**



At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, well count on you to care for, advise and guide our clients when they need us most whether theyre just starting out, buying a home, building a family, managing a small business or planning for retirement.



Were looking for the next generation of **Relationship Manager Business Owner Specialists (RMBOSs)** those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. RMBOSs focus on deepening relationships with individual and small business customers/clients, and they accomplish this by identifying financial needs, offering appropriate solutions and connecting clients with specialists. The RMBOS is a primary point of contact within financial centers for small business clients and a resident expert for small business products, services and strategies. As part of the Bank of America team, RMBOSs have access to industry-leading solutions and a team of dedicated product specialists all designed to meet the unique priorities of our small business clients, including managing cash flow, improving their business, managing employees, banking with convenience, or achieving their personal financial goals. They report to the Market Leader and partner closely with the Financial Center Managers to ensure adherence to operational compliance policies and procedures.



From day one, youll receive training from our award-winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, youll have the opportunity to advance into leadership roles such as a financial center or market manager, or client professional roles such as a financial advisor or within small business or lending with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.



**Well help you**



**Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

**Grow in your current role** through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.

**Continuously learn and advance your career goals** through intentional career paths to the next best role.

**Use resources and innovative technologies** to optimize the client experience.

**Confidently build relationships** with individual and small business clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients business and financial life priorities; uncover personal banking needs; 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.

**Grow your business knowledge and network** by partnering with experts in small business, lending and investments.



**As a Relationship Manager Business Owner Specialist, you can look forward to**



Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.

Resources and dedicated support to help you reach your full potential throughout your career.

A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow.

Progressive workplace practices and initiatives that promote inclusion.



**Were a culture that**



Believes in responsible growth and has a proven dedication to supporting the communities we serve.

Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.



**Required skills:**



Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM) or Advisor Development Program (ADP) RM at Bank of America for a minimum of six months.

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.

Has a strong passion for helping small business clients and an explicit stated career interest in small business.

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 confident in identifying solutions for helping new and existing clients (individual and small business) 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.

Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

Can be flexible to work weekends and/or extended hours as needed.



**Desired skills:**



Working knowledge as a sales representative to small business.

Bank of America RM Mastery for Small Business certification completion.

Retail and/or sales experience in a salary plus incentive environment.

Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

Experience with financial information, spreadsheets and financial skills.

Working knowledge of small business products and services, including credit / lending solutions.

An associates degree or bachelors degree in business, finance, or a related field.



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-21054387



Band: H6



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Alexandra Strzelecki



Referral Bonus:



500



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2021-09-11 Expires: 2021-10-19

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Relationship Manager Business Owner Specialist - Redmond Financial Center - Redmond, WA

Bank of America
Redmond, WA 98073

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