Client Relationship Manager

6 days ago


StratforduponAvon, Warwickshire, United Kingdom Bank of America Full time

About the Role

We are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.

Key Responsibilities

  • Process cash transactions for clients accurately and efficiently.
  • Engage with clients to understand their financial goals and priorities.
  • Connect clients with solutions that meet their financial needs.
  • Execute the bank's risk culture and strive for operational excellence.
  • Build relationships with clients to meet their financial needs.
  • Follow established processes and guidelines in daily activities.
  • Grow business knowledge and network by partnering with experts.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.

Requirements

  • Enthusiastic, highly motivated self-starter with a strong work ethic.
  • 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.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently, and is comfortable engaging all clients.
  • Has the ability to learn and adapt to new information and technology platforms.
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies.
  • Applies strong critical thinking and problem-solving skills to meet clients' needs.
  • Will follow established processes and guidelines in daily activities.
  • Efficiently manages time and capacity.
  • Focuses on results, while acting in the best interest of the client.
  • Can be flexible to work weekends and/or extended hours as needed.

Preferred Qualifications

  • Experience in financial services and knowledge of financial services industry, products, and solutions.
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
  • Six months of cash handling experience.
  • Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.

Skills

  • Adaptability
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management

Work Schedule

1st shift (United States of America)

40 hours per week



  • Stratford-upon-Avon, Warwickshire, United Kingdom Duval Associates Ltd Full time

    Job Summary:We are seeking a highly motivated and consultative sales professional to join our team at Duval Associates Ltd. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving sales growth.Key Responsibilities:Develop and execute...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Aaron Wallis Sales Recruitment Full time

    Job Summary:Aaron Wallis Sales Recruitment is seeking a highly motivated and experienced Field Sales Account Manager to join our team. As a Field Sales Account Manager, you will be responsible for managing a portfolio of long-standing wholesaler relationships and growing business from within them.Key Responsibilities:Develop and implement sales strategies to...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Accomplish Today Full time

    The primary focus of this role is to drive significant revenue growth from existing key customers within the UK market. Key Accounts comprise organizations and revenue gained from the expansion of existing key accounts. The secondary focus is to manage the successful onboarding of new customers from proof of concept through to full adoption.Account...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Accomplish Today Full time

    The primary focus of this role is to drive significant revenue growth from existing key customers within the UK market. Key Accounts comprise organizations and revenue gained from the expansion of existing key accounts. The secondary focus is to manage the successful onboarding of new customers from proof of concept through to full adoption.Account...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Four Recruitment Ltd Full time

    **Job Title:** Account Manager**Job Type:** Full-time**Industry:** Manufacturing and Product Sector**Company:** Four Recruitment Ltd**Location:** Remote (UK)**Job Description:**We are seeking an experienced Account Manager to join our team at Four Recruitment Ltd. As an Account Manager, you will be responsible for managing a portfolio of existing accounts,...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Bank of America Full time

    Position Overview The role of a Relationship Banker is pivotal in fostering client connections within the financial center. This position focuses on educating clients about utilizing self-service banking options, including mobile and online banking, as well as ATMs. The primary responsibilities encompass the accurate and efficient handling of cash...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Bank of America Full time

    Position OverviewThis role is dedicated to interacting with clients in the banking center, providing education and assistance in utilizing self-service options such as mobile and online banking, as well as ATMs. Key duties include processing cash transactions accurately and efficiently as required. The position involves engaging in meaningful discussions...


  • Stratford-upon-Avon, Warwickshire, United Kingdom PARKER FRANKLYN LIMITED Full time

    About Parker Franklyn LimitedWe are a leading global insurance company seeking a talented individual to join our team in Manchester as an Account Manager. Our company is committed to professional development and long-term career opportunities.Key Responsibilities:Client Relationship Management: Build strong relationships with clients and stakeholders,...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Bank of America Full time

    Position OverviewThis role is dedicated to engaging with clients in the financial center to provide education and support in utilizing self-service banking options, including mobile and online banking, as well as ATMs. Key duties involve accurately processing cash transactions as required. The position emphasizes having meaningful discussions with clients to...


  • Stratford-upon-Avon, Warwickshire, United Kingdom STRIDE RESOURCE MANAGEMENT LTD Full time

    Job Summary:We are seeking an experienced Insurance Business Development Manager to join our team at Stride Resource Management Ltd. As an Account Executive, you will play a crucial role in driving new business revenue and managing client relationships.About the Role:The successful candidate will be responsible for:Managing an existing book of insurance...


  • Stratford-upon-Avon, Warwickshire, United Kingdom In Technology Group Limited Full time

    Position: Marketing Account Executive Compensation: £30k DOE Work Arrangement: Hybrid Position Summary: In the role of Marketing Account Executive at In Technology Group Limited, you will be integral in cultivating client relationships, driving account expansion, and ensuring the provision of exceptional digital marketing solutions. Your responsibilities...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Accomplish Today Full time

    Unlock Your Potential as a Business Development Expert at Accomplish Today We are seeking a highly skilled and dedicated Internal Client Relationship Manager to join our team at Accomplish Today. As a Business Development Expert, you will play a pivotal role in maximising the potential of our successful service offerings, expanding and nurturing our...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Accomplish Today Full time

    Unlock Your Potential as a Business Development Expert at Accomplish Today We are seeking a highly skilled and dedicated Internal Client Relationship Manager to join our team at Accomplish Today. As a Business Development Expert, you will play a pivotal role in maximising the potential of our successful service offerings, expanding and nurturing our...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Weighing-Net Ltd Full time

    Company OverviewWeighing-Net Ltd is a premier online B2B platform dedicated to providing professional weighing solutions tailored for the industrial and logistics sectors.Key ResponsibilitiesIdentify and pursue new sales leads through effective follow-up on incoming inquiries.Address customer inquiries promptly and accurately via various communication...


  • Stratford-upon-Avon, Warwickshire, United Kingdom M2 Professional Recruitment Services Ltd Full time

    A rare opportunity has arisen to join a leading provider of financial services to businesses in the UK in a senior operational capacity. Based from their regional head office, you will be responsible for the day-to-day management of a small team of client managers and their assistants, in addition to managing a portfolio of invoice finance facilities...


  • Stratford-upon-Avon, Warwickshire, United Kingdom M2 Professional Recruitment Services Ltd Full time

    A rare opportunity has arisen to join a leading provider of financial services to businesses in the UK in a senior operational capacity. Based from their regional head office, you will be responsible for the day-to-day management of a small team of client managers and their assistants, in addition to managing a portfolio of invoice finance facilities...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Four Recruitment Ltd Full time

    **Job Summary**Four Recruitment Ltd is seeking an experienced Account Manager to join our team. As an Account Manager, you will be responsible for managing a portfolio of existing accounts, identifying new business opportunities, and building meaningful relationships with clients.**Key Responsibilities:**Proactively manage a portfolio of existing accounts,...

  • Relationship Banker

    6 days ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Bank of America Full time

    About the RoleWe are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage with clients in the lobby to educate...

  • Relationship Banker

    5 days ago


    Stratford-upon-Avon, Warwickshire, United Kingdom Bank of America Full time

    About the RoleWe are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage with clients in the lobby to educate...


  • Stratford-upon-Avon, Warwickshire, United Kingdom INTEGRO PARTNERS LTD Full time

    About the RoleWe are seeking an experienced Relationship Manager to join our Manchester division at Integro Partners Ltd. This is an exciting opportunity for an established RM to build out the patch and develop the brand further across the region, as well as developing and improving new and existing business relationships.Key ResponsibilitiesManage a large...