Jobs
>
Charlotte

    Sr. Client Relationship Manager - Charlotte, United States - Bank of America

    Bank of America
    Bank of America Charlotte, United States

    4 weeks ago

    Bank of America background
    Description

    Sr. Client Relationship Manager

    Pennington, New Jersey;Boston, Massachusetts; Jacksonville, Florida; Charlotte, North Carolina

    **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. Were 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:**

    Working independently, maintains and enhances relationships with existing BRS clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Works closely with sales, plan administration, and operations staff. Participates in finals presentations. Resolves the most complex problems and is assigned larger and/or more complex clients. Has a thorough understanding of clients requirements. While incumbents have overall responsibility for client relationships, day-to-day service and administrative issues are handled by plan administration staff. May provide guidance to more junior staff, may have formal supervisory responsibility. Typically, has more than five years of DC/DB-related sales and/or relationship management experience. Excellent communications skills and in-depth knowledge of the company's products and services. Operates autonomously. Seasoned individual contributor.

    The Sr. Client Relationship Manager (Sr. CRM), a Director level position, is responsible for the overall relationship across our Institutional Retirement Plans Client base within Workplace Benefits. The Sr. CRM is the strategic lead who is responsible for the satisfaction, retention, and revenue of our Defined Contribution, Defined Benefit and Non-Qualified Deferred Compensation clients

    The Sr. CRM will interface frequently with members of internal leadershipteam as well as our clients' Human Resources, Benefits, and Finance Departments so a successful candidate must have excellent interpersonal skills, proven negotiating skills, a demonstrated knowledge of Defined Contribution and Non-Qualified Deferred Compensation plans, and an appreciation for the challenges that face today's plan sponsors

    **Primary Responsibilities:**

    + Formulating Client Centric Business Plans including retention strategies

    + Creating and maintaining a high level of personal contact with your clients

    + Creating and maintaining a high level of client satisfaction as measured by both internal and 3rd party benchmarks

    + Effectively managing P&L's for their book of business

    + Consultatively expanding additional products and services to support Client needs

    + Coordinate and deliver quarterly Service and Product Reviews with the team

    + Manage the various Service Support organizations to ensure a high level of service

    + Identify and leverage the multiple and broad resources Bank of America has to most effectively serve each of your client's unique needs

    **Required Skills:**

    + 10+ years of industry experience

    + Bachelors degree or equivalent work experience

    + Series 7 / Series 66 (or ability to obtain within Compliance deadline)

    + Thorough understanding of the Retirement Services / Benefits industry

    + Excellent interpersonal and communication skills

    + Ability to travel up to 25-50% of the time

    + Ability to manage complex projects and work with a cross-functional team

    + Strong leadership traits as the CRM is a visible leader internally. While a CRM does not have any direct report responsibility, they need to move others to action by planning, motivating, organizing and directing the work being done

    + Ability to be conceptual, able to recognize problems from few or subtle clues, and be innately comfortable with complex and ambiguous situations

    + Additional benefit product knowledge and/or experience is a strong plus (Defined Benefit, Equity, and/or Health Savings)

    **Skills:**

    + Client Management

    + Customer Experience Improvement

    + Problem Solving

    + Stakeholder Management

    + Customer Service Management

    + Data and Trend Analysis

    + Customer and Client Focus

    + Strategic Thinking

    + Benchmarking

    + Benefits Plan Development

    + Consulting

    + Project Management

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    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 ) .

    To view the "EEO is the Law" Supplement, CLICK HERE ) .

    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 .

  • Synchrony

    AVP, Relationship Manager

    2 weeks ago

    Synchrony Charlotte, United States

    Job ID: E2401888 · Job Description: · Role Summary/Purpose: · The principal responsibility of the Relationship Manager will be to partner with the Client Leader and Cross Functional teams to drive sales growth for Rheem, our largest contractual partner in Home Specialty. · This p ...

  • Bank of America

    Business Banking Relationship Manager/Senior Relationship Manager

    1 week ago

    Bank of America Charlotte, United States

    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. ...

  • Dimensional Fund Advisors

    Senior Client Relationship Manager

    13 hours ago

    Dimensional Fund Advisors Charlotte, United States Full time

    Job Description: · The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided ...

  • First National Bank

    Senior Relationship Manager

    1 week ago

    First National Bank Charlotte, United States

    Primary Office Location:401 S Graham St. Charlotte, North Carolina Join our team. Make a difference - for us and for your future.nPosition Title: Senior Relationship Manager - Business Credit · Business Unit: Commercial Banking · Reports To: President of Pittsburgh Region · Posi ...

  • Bank of America

    Sr. Client Relationship Manager

    1 week ago

    Bank of America Charlotte, United States Full time

    Description · : Working independently, maintains and enhances relationships with existing BRS clients. Ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Work ...

  • Fifth Third Bank

    Treasury Management Associate Relationship Manager II

    2 weeks ago

    Fifth Third Bank Charlotte, United States Full time

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · The TM Associate Relationship Manager II (ARM II) is primarily responsible for partner ...

  • Dimensional Fund Advisors, L.P.

    Senior Client Relationship Manager

    6 days ago

    Dimensional Fund Advisors, L.P. Charlotte, United States

    Notes to applicants: Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in perso ...

  • LPL Financial Holdings, Inc.

    Strategic Vendor Relationship Manager

    3 days ago

    LPL Financial Holdings, Inc. Charlotte, United States

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the ...

  • AXA Equitable Holdings,Inc,

    Financial Planning Relationship Manager

    2 weeks ago

    AXA Equitable Holdings,Inc, Charlotte, United States

    At Equitable, our power is in our people. · We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of work ...

  • U.S. Bank

    Commercial Banking Relationship Manager

    1 week ago

    U.S. Bank Charlotte, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • U.S. Bancorp

    Commercial Banking Relationship Manager

    2 weeks ago

    U.S. Bancorp Charlotte, United States

    U.S. Bank is hiring a Commercial Banking Relationship manager who will Manage and grow a very large and very complex portfolio of commercial loans. Prospect for and close new business relationships and retains and expands relationships with existing Relationship Manager, Commerci ...

  • Ascensus

    Senior Relationship Manager, Newport

    1 week ago

    Ascensus Charlotte, United States

    Plan Sponsor Relationships · Build strong trust-based relationships to make plan sponsor relationships as strong and successful as possible · o Proactive vs. reactive · o Quick resolution of issues and concerns · Work upstream to get to C-suite involvement with decision makers (n ...

  • Smith Seckman Reic Inc

    Client Relationship Manager I-Building Commissioning

    2 weeks ago

    Smith Seckman Reic Inc Charlotte, United States Full time

    A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple locations across the US. Working with a diverse group of individuals in a variety o ...

  • Pershing

    Senior Vice President, Relationship Management

    1 week ago

    Pershing Charlotte, United States

    Wealth Solutions Relationship Manager · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trilli ...

  • Regions Bank

    Commercial Relationship Manager

    3 weeks ago

    Regions Bank Charlotte, United States

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Brown Brothers Harriman

    Senior Relationship Manager

    2 weeks ago

    Brown Brothers Harriman Charlotte, United States Full time

    At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application · What You Can Expect At BBH: · If you join BBH you will find a collaborative environ ...

  • Regions

    Commercial Relationship Manager

    1 month ago

    Regions Charlotte, United States Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Bank of America

    Vendor Relationship Manager

    3 weeks ago

    Bank of America Charlotte, United States OTHER

    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. ...

  • ComForCare Home Health Care - Suburban Metrolina

    Relationship Manager

    1 week ago

    ComForCare Home Health Care - Suburban Metrolina Rock Hill, United States

    At ComForCare Home Care, we value our employees like family. We celebrate success and have fun. Our focus is to help our clients and employees live their best lives possible. Join our team and be a part of a certified Great Place To Work · Be a part of something special: · Work w ...

  • Equitable Services

    Financial Planning Relationship Manager

    3 weeks ago

    Equitable Services Charlotte, United States

    At Equitable, our power is in our people. · We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of wor ...