Job Details

Relationship Manager Sales - Laguna Beach Center

Company name
Bank of America Corporation

Laguna Beach, CA

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Job Description:

Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for all of our clients. They focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients. As part of our team, you will have access to industry leading solutions and a team of dedicated product specialists – all designed to meet the unique life priorities of your clients – things like managing expenses, building wealth, managing debt, buying a home, saving for college or planning for unexpected life events. As part of the Financial Center Academy at Bank of America, you will benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities – including a 10-week new hire program.

Required skills:

- Ability to learn and understand technology to assist customers with self-service needs

- Proven results exceeding goals in a customer-centric, results-driven environment

- Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service

- Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals

- Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction

- Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration

- Displays passion, commitment and drive to deliver an experience that improves our customers’ financial lives

- Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

- Applies strong critical thinking and problem-solving skills to meet customers’ needs

- Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results

- Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

- Availability to work weekends and/or extended hours as required to operate the business

- Is a commissioned notary or can successfully obtain a notary commission in the state you work within 4 months of start date in role (8 months for employees with a work location of CA, NY, PA)

Desired skills:

- Experience in financial services and prior knowledge of financial services industry, products and solutions

- Knowledge of banking (credit and deposit) products and services

- Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely

- Prior experience servicing and delighting customers

Posting Date

: 04/16/2018


Laguna Beach, CA, LAGUNA BEACH BC, 299 Ocean Ave,

- United States


: No

Full / Part-time

: Full time

Hours Per Week

: 40


: 1st shift

Company info

Bank of America Corporation
Website :

Company Profile
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The company’s Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The company’s Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The company’s Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.

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