Client Relationship Associate - Practice Solutions

Bank of America; Westerville (OH); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America is seeking a detail-oriented professional to support Practice Solutions clients with post-booking loan and banking servicing needs. You will be the primary contact for clients, handling day-to-day requests and coordinating with internal partners to deliver timely solutions.

Key responsibilities include managing assigned client territories, servicing online banking needs, assembling documentation, and pursuing banking opportunities through outbound calls.

Qualifications

• Proficient in Microsoft Office Suite: Excel, PowerPoint and Word.
• Ability to operate in a phone-based sales environment.
• Excellent written and verbal communication skills.
• Familiarity with bank products, services operations, systems, policies and procedures for business/corporate clients.
• Strong client focus and direct client contact experience.
• Excellent interpersonal, communication, presentation, organization and computer skills.
• Ability to multitask and simultaneously support various priorities.

Responsibilities

• Manages assigned Practice Solutions client territories
• Services online banking needs for clients
• Partners with various servicing teams to meet client expectations
• Creates and collects documentation to fulfill clients needs
• Performs outbound calling to existing portfolio to develop banking opportunities

Skills

Account Management

Attention to Detail

Adaptability

Business Development

Record Keeping

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree in related field

Job description

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for assisting with post-booking loan and banking servicing requests for a portfolio of Practice Solutions clients. Key responsibilities include working directly with clients as the primary point of contact, servicing day-to-day practice needs, and navigating the bank. Job expectations include timely follow up with clients, communication with internal partners across the bank, knowledge of loan and banking products, and communication with internal partners.

Responsibilities

• Manages assigned Practice Solutions client territories


• Services online banking needs for clients


• Partners with various servicing teams to meet client expectations


• Creates and collects documentation to fulfill clients needs


• Performs outbound calling to existing portfolio to develop banking opportunities

Required Qualifications

• Proficient in Microsoft Office Suite: Excel, PowerPoint and Word


• Ability to operate in a phone-based sales environment


• Excellent written and verbal communication skills


• Familiarity with bank products, services operations, systems, policies and procedures for business/corporate clients


• Strong client focus and direct client contact experience


• Excellent interpersonal, communication, presentation, organization and computer skills


• Ability to multitask and simultaneously support various priorities

Desired Qualifications

• Possess a combination of experience from the following: Financial Center leadership; Small Business relationship management or support; Business Banking relationship management or support


• Credit/Treasury sales servicing and/or operations management experience
  
• Experience with the Practice Solutions line of business


• Bachelor’s Degree in related field

Skills

• Account Management


• Attention to Detail


• Adaptability


• Business Development


• Record Keeping


• Relationship Building

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40