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Relationship Manager Business Owner Specialist - Greeley Mall Financial Center - Colorado North Market - Greeley, CO

Bank of America

Bank of America

Accounting & Finance, Customer Service
Colorado, USA
Posted on Saturday, February 18, 2023

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This role is responsible for being the primary point of contact within financial centers for small business clients and a resident expert for Small Business products, services and strategies. While small business client traffic varies by Financial Center, this role will prioritize their time to meet the sales and service needs of small business customers. They are responsible for uncovering the personal banking needs of both individual and small business customers by connecting them to specialists and offering appropriate financial solutions and services. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

A Relationship Manager Business Owner Specialist (responsibilities):
• Establishes relationships with individual and small business clients
• Develops partnership routines to meet client needs and engages in conversation to create awareness with clients on all their financial needs
• Collaborates with partners in order to meet clients' financial needs
• Manages schedule to meet client demands
• Executes the bank's risk culture and strives for operational excellence

You’re a person who (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.

You’ll be more prepared if you have (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 associate’s degree or bachelor’s degree in business, finance, or a related field.

Skills Used in this Role:
• Time Management
• Consumer Products and Solutions
• Small Business Products and Solutions
• Customer Focus
• Relationship Building
• Advisory Sales
• Learning Agility
• Building Rapport
• Collaborating
• Active Listening
• Client Team Management
• CRM (Client Relationship Management System)
• Demonstrating Technology
• Transitioning Client Conversations
• Referral Sales

Job Band:



1st shift (United States of America)

Hours Per Week:


Weekly Schedule:

Mon-Sat flexibility required

Referral Bonus Amount: