About Company
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. We are committed to making financial lives better through the power of every connection. With a strong presence in local communities across the globe, we are dedicated to fostering an inclusive environment where our teammates can thrive and deliver exceptional service to our clients. Joining Bank of America means becoming part of a team that values innovation, integrity, and client focus, offering unparalleled opportunities for career growth and professional development. Our diverse workforce reflects the communities we serve, and we are proud to be recognized for our efforts in corporate responsibility and sustainability.
Job Description
Bank of America is urgently seeking a highly motivated and client-centric Relationship Manager to join our esteemed team in Downtown Fontana. This is a critical opportunity for a seasoned financial professional who is passionate about cultivating deep, lasting relationships and providing exceptional financial guidance to a diverse portfolio of clients, including high-net-worth individuals, small businesses, and local community organizations. In this pivotal role, you will serve as the primary point of contact for your clients, meticulously understanding their unique financial needs, aspirations, and challenges. Your expertise will be instrumental in connecting them with the most appropriate and beneficial solutions from our extensive suite of banking, lending, investment, and treasury management products and services.
As a trusted advisor, you will be expected to proactively identify opportunities to deepen client relationships, drive sustainable sales growth, and ensure unparalleled client satisfaction and retention. This position demands a proactive approach to client engagement, superior communication skills, and a robust understanding of financial markets, products, and services. You will collaborate closely with a network of internal specialists from various departments, including Wealth Management, Small Business Banking, Commercial Lending, and Mortgage Services, to deliver comprehensive, integrated financial strategies precisely tailored to each client’s unique objectives.
We are searching for an individual with a demonstrated track record of success in financial sales or relationship management, who thrives in a fast-paced, goal-oriented environment and is genuinely driven by the success and financial well-being of their clients. If you are committed to delivering world-class service, eager to make a significant and positive impact in the vibrant Downtown Fontana community, and possess a strong ethical compass, we highly encourage you to apply. This role offers significant opportunities for professional growth, continuous learning, and the chance to contribute directly to the economic vitality and prosperity of our local community.
Key Responsibilities
- Strategically manage and expand a designated portfolio of existing client relationships within the dynamic Downtown Fontana market, ensuring exceptional client satisfaction and retention rates.
- Proactively identify and assess client needs, then expertly cross-sell and upsell appropriate Bank of America products and services, including deposits, loans, investments, insurance, and treasury management solutions.
- Develop and rigorously execute strategic client outreach and acquisition plans to onboard new clients and effectively expand market share.
- Serve as the authoritative primary point of contact for clients, providing expert financial advice, resolving complex inquiries, and efficiently addressing any service issues.
- Foster strong collaborative relationships with internal partners across various lines of business, such as Wealth Management Advisors, Small Business Bankers, and Commercial Lenders, to deliver holistic, integrated financial solutions.
- Maintain an in-depth and up-to-date understanding of Bank of America’s comprehensive product offerings, the competitive landscape, and all relevant regulatory requirements.
- Conduct regular, in-depth client reviews to proactively assess changing financial needs and present tailored, value-added solutions.
- Actively represent Bank of America at local community events, business associations, and networking functions to build brand awareness, foster community engagement, and generate qualified leads.
- Ensure all client interactions, financial transactions, and data management strictly adhere to Bank of America's rigorous compliance, ethical, and privacy standards.
- Prepare and present compelling, data-driven financial proposals and solutions to clients, articulating clear value propositions.
Required Skills
- Minimum of 4 years of progressive experience in financial services, direct sales, or dedicated relationship management.
- Demonstrated expertise in building, nurturing, and maintaining strong, long-term client relationships.
- Exceptional verbal and written communication, active listening, and persuasive presentation skills.
- Strong foundational understanding of diverse financial products, services, investment vehicles, and market dynamics.
- Proven ability to consistently meet and exceed challenging sales and performance goals.
- Excellent analytical, problem-solving, and critical thinking abilities to address complex client situations.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software.
- Ability to work effectively both independently and as an integral part of a collaborative team.
- Unwavering commitment to a high degree of integrity, ethical conduct, and client confidentiality.
Preferred Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or a closely related field.
- Previous experience specifically working with small to medium-sized businesses or high-net-worth individual clients.
- Possession of active FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
- In-depth knowledge of the local Downtown Fontana business community, economic drivers, and demographic trends.
Perks & Benefits
- Highly competitive base salary complemented by robust performance-based incentives and bonuses.
- Comprehensive health, dental, and vision insurance coverage starting day one.
- Generous 401(k) retirement savings plan with substantial company match.
- Ample paid time off, including vacation, sick leave, and company-recognized holidays.
- Significant tuition reimbursement programs and extensive professional development opportunities.
- Employee assistance program, comprehensive wellness initiatives, and mental health support.
- Exclusive discounted banking services and employee perks.
- Clear pathways for career advancement and growth within a global financial institution.
How to Apply
Interested candidates who meet the qualifications are strongly encouraged to submit their applications promptly by clicking on the link below. Please ensure your resume is meticulously updated and clearly highlights your relevant experience in relationship management and financial services. We sincerely look forward to reviewing your qualifications and potentially welcoming you to our team.