Client Relationship Manager – Banking & Investments
Bank of America
Account Manager I
Covius
full-time
Posted on:
Location: Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $56,000 - $70,000 per year
Job Level
Mid-LevelSenior
About the role
- Serve as the primary contact for all matters specific to the assigned portfolio of clients.
- Acquire and develop a deep understanding of the NTC mortgage services product suite and product process flows to enable proficient communication.
- Coordinate daily services and activities to meet and exceed client expectations.
- Develop and maintain meaningful relationships at multiple levels within assigned accounts by assessing needs, delivering solutions, and maintaining a keen understanding of the client’s business and service requirements.
- Work closely with the establishment and production teams to keep them apprised of upcoming needs and to ensure that our solutions and services continually meet the needs of our clients.
- Participate in on-site and virtual client audits as necessary.
- Drive client satisfaction by proactively managing accounts over the phone and occasionally in person, securing successful client retention and growth as well as maintaining client satisfaction to ensure satisfactory scorecards.
- Assist in developing presentations to demonstrate and reinforce the company’s value proposition.
- Identify and create opportunities for additional growth of the account by leveraging the company’s products and services.
- Customarily and regularly exercises the use of independent discretion and judgment regarding matters of significance.
- Evaluate and compare possible courses of action and make recommendations based on various possibilities.
- Advise management as applicable on matters related to account management and client services.
- Travel up to 5%.
Requirements
- Experience in Mortgage workflow technology, processes, and procedures.
- Strong verbal and written communication skills.
- Demonstrate an understanding of contracts, contract amendments, and negotiation tactics.
- Adept at conducting research on project-related issues and products.
- Able to learn, adapt and shift priorities, demands and timelines through analytical and problem-solving capabilities.
- Document generating and print fulfillment experience.
- Previous experience in managing relationships with C-level executives.
- Commitment and ability to cultivate a diverse and inclusive work environment.
- Education: Bachelor''s degree or higher in business, or related studies required. Equivalent experience may be substituted in lieu of education.
- Minimum 5 years' experience in title, mortgage, or financial industry preferred. At least 2 years' experience managing a team.
