Bank of America

Relationship Manager - EGP

Bank of America

San Jose, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

"Are you a skilled relationship builder with a passion for financial management? Look no further than Bank of America's Relationship Manager - EGP position! We are seeking a dynamic and driven individual to join our team and play a crucial role in maintaining and expanding our portfolio of clients in the Energy, Government, and Public Sector industries. As a Relationship Manager, you will have the opportunity to utilize your expertise in financial planning and customer service to provide tailored solutions to meet the unique needs of our clients. Join us and be a part of a collaborative and innovative team, dedicated to helping our clients achieve their financial goals."

  1. Establish and maintain strong relationships with clients in the Energy, Government, and Public Sector industries.
  2. Act as a primary point of contact for clients, providing exceptional customer service and addressing any inquiries or concerns.
  3. Utilize financial planning skills to understand the unique needs and goals of each client and provide tailored solutions.
  4. Develop and implement strategies to expand the portfolio of clients in the designated industries.
  5. Stay up-to-date on industry trends and changes in the market to better serve clients and provide relevant advice.
  6. Collaborate with other team members to develop and execute initiatives for client retention and growth.
  7. Ensure compliance with all regulatory requirements and Bank of America policies and procedures.
  8. Effectively manage and prioritize a large portfolio of clients, maintaining accurate and detailed records.
  9. Continuously seek opportunities for professional growth and development in the financial management field.
  10. Represent Bank of America with professionalism and integrity at all times.
Where is this job?
This job is located at San Jose, CA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills To Effectively Interact With Clients And Internal Teams.

  • Bachelor's Or Master's Degree In Finance, Business Administration, Or A Related Field.

  • 3-5 Years Of Experience In Relationship Management, Preferably In The Banking Industry.

  • Proven Track Record Of Achieving Sales Targets And Building Strong Client Relationships.

  • In-Depth Knowledge Of Financial Products And Services, Including Investment, Lending, And Wealth Management.

Required Skills
  • Financial Analysis

  • Communication Skills

  • Networking

  • Time Management

  • Negotiation

  • customer service

  • Relationship Building

  • Sales management

  • Teamwork

  • Problem-Solving

  • Adaptability

  • Client Retention

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Relationship Manager - EGP in San Jose, CA, USA is $85,000-$110,000 per year. This may vary depending on the specific company, experience level, and other factors such as bonuses and benefits.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 

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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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