Relationship Manager Business Owner Specialist - North Toluca Lake Financial Center - Burbank, [...]
Company: Bank of America
Posted on: November 19, 2021
Relationship Manager Business Owner Specialist - North Toluca
Lake Financial Center - Burbank, CA -(Bilingual Armenian Preferred)
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, we'll count on you to care for, advise and guide our
clients when they need us most - whether they're just starting out,
buying a home, building a family, managing a small business or
planning for retirement.
We're 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
From day one, you'll 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, you'll 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.
We'll help you
--- Build a successful career at Bank of America through
world-class training and on-boarding programs that set you up for
--- 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
--- Continuously learn and advance your career goals through
intentional career paths to the next best role.
--- Use resources and innovative technologies to optimize the
--- 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
--- 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
--- 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
--- 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
--- Progressive workplace practices and initiatives that promote
We're 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
--- 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
--- Is comfortable in your ability to actively contact clients by
--- Communicates effectively and confidently, and is comfortable
engaging all clients.
--- Has the ability to learn and adapt to new information and
--- 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
--- Working knowledge as a sales representative to small
--- Bank of America RM Mastery for Small Business certification
--- Retail and/or sales experience in a salary plus incentive
--- Experience working in an environment with individual and/or
team goals where goals were routinely met or exceeded.
--- Experience with financial information, spreadsheets and
--- 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. At Bank of America , we're creating
real, meaningful relationships with individuals, businesses and
communities to help them focus on what matters most. We serve
approximately 66 million consumer and small business clients ,
using our skills and expertise to help make their lives better. We
are committed to attracting and retaining top talent around the
world to ensure we continue to deliver together for our customers,
clients and communities. Along with taking care of our customers,
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. Partnering Locally
Learn about some of the ways Bank of America is making a difference
in the communities we serve. Global Impact
Learn about the six areas that guide Bank of America's efforts to
help make financial lives better for customers, clients,
communities and our teammates. Diversity and Inclusion
Each employee brings unique skills, background and opinions. We see
diversity and inclusion as our platform for innovation and a key
component in our success. Our Values
Learn about our four values that represent what we believe.
Keywords: Bank of America, Burbank , Relationship Manager Business Owner Specialist - North Toluca Lake Financial Center - Burbank, [...], Executive , Burbank, California
Didn't find what you're looking for? Search again!