Relationship Manager & Lending Specialist – Wethersfield Financial Center – West Hartford, CT

Relationship Manager & Lending Specialist – Wethersfield Financial Center – West Hartford, CTWethersfield, Connecticut**Job Description:**At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we’ll count on you to care for, advise and guide our clients when they need us most – whether they’re just starting out, buying a home, building a family or planning for retirement.We’re looking for the next generation of **Relationship Manager & Lending Specialists (RMLSs)** – those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. RMLSs focus on deepening relationships with individual and small business customers/clients, and they accomplish this by identifying financial needs, offering appropriate solutions and connecting clients with specialists. RMLSs will also have the capability to originate home equity lines of credit (HELOC). As part of the Bank of America team, RMLSs have access to industry-leading solutions and a team of dedicated product specialists – all designed to meet the unique life priorities of our clients, for example, managing expenses, building wealth, managing debt, buying a home, saving for college and planning for unexpected life events. They report to the Market Leader and partner closely with the Financial Center Manager to ensure adherence to operational compliance policies and procedures.From day one, you’ll receive training from our award-winning **Academy at Bank of America,** including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into leadership roles such as a financial center or market manager, or client professional roles such as a financial advisor or within small business or lending– with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process if you are selected for this role. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.**We’ll help you**• **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.• **Grow in your current role** through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.• **Continuously learn and advance your career goals** through intentional career paths to the next best role.• **Use resources and innovative technologies** to optimize the client experience.• **Confidently build relationships with clients** by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients’ financial life priorities and connect them to our solutions that meet their financial goals.• **Provide clients with a personalized rewarding experience** by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.• **Grow your business knowledge and network** by partnering with experts in small business, lending and investments.**As a Relationship Manager & Lending Specialist, you can look forward to**• Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.• Resources and dedicated support to help you reach your full potential throughout your career.• A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow.• Progressive workplace practices and initiatives that promote inclusion.**We’re a culture that**• Believes in responsible growth and has a proven dedication to supporting the communities we serve.• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.**Required skills:**• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM) or Advisor Development Program (ADP) RM at Bank of America for a minimum of six months.• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.• Collaborates effectively to get things done, building and nurturing strong relationships.• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.• Is confident in identifying solutions for new and existing clients based on their needs.• Is comfortable in your ability to actively contact clients by phone.• Communicates effectively and confidently, and is comfortable engaging all clients.• Has the ability to learn and adapt to new information and technology platforms.• Applies strong critical thinking and problem-solving skills to meet clients’ needs.• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.• Efficiently manages your time and capacity.• Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).• Can be flexible to work weekends and/or extended hours as needed.• Must pass applicable background checks.**Desired skills:**• Working knowledge as a sales representative of credit and lending solutions.• Retail and/or sales experience in a salary plus incentive environment.• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.• Experience with financial information, spreadsheets and financial skills.• An associate’s degree or bachelor’s degree in business, finance, or a related field.**Job Band:**H6**Shift:**1st shift (United States of America)**Hours Per Week:**40**Weekly Schedule:****Referral Bonus Amount:**0**Job Description:**At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we’ll count on you to care for, advise and guide our clients when they need us most – whether they’re just starting out, buying a home, building a family or planning for retirement.We’re looking for the next generation of **Relationship Manager & Lending Specialists (RMLSs)** – those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. RMLSs focus on deepening relationships with individual and small business customers/clients, and they accomplish this by identifying financial needs, offering appropriate solutions and connecting clients with specialists. RMLSs will also have the capability to originate home equity lines of credit (HELOC). As part of the Bank of America team, RMLSs have access to industry-leading solutions and a team of dedicated product specialists – all designed to meet the unique life priorities of our clients, for example, managing expenses, building wealth, managing debt, buying a home, saving for college and planning for unexpected life events. They report to the Market Leader and partner closely with the Financial Center Manager to ensure adherence to operational compliance policies and procedures.From day one, you’ll receive training from our award-winning **Academy at Bank of America,** including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into leadership roles such as a financial center or market manager, or client professional roles such as a financial advisor or within small business or lending– with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process if you are selected for this role. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.**We’ll help you**• **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.• **Grow in your current role** through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.• **Continuously learn and advance your career goals** through intentional career paths to the next best role.• **Use resources and innovative technologies** to optimize the client experience.• **Confidently build relationships with clients** by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients’ financial life priorities and connect them to our solutions that meet their financial goals.• **Provide clients with a personalized rewarding experience** by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.• **Grow your business knowledge and network** by partnering with experts in small business, lending and investments.**As a Relationship Manager & Lending Specialist, you can look forward to**• Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.• Resources and dedicated support to help you reach your full potential throughout your career.• A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow.• Progressive workplace practices and initiatives that promote inclusion.**We’re a culture that**• Believes in responsible growth and has a proven dedication to supporting the communities we serve.• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.**Required skills:**• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM) or Advisor Development Program (ADP) RM at Bank of America for a minimum of six months.• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.• Collaborates effectively to get things done, building and nurturing strong relationships.• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.• Is confident in identifying solutions for new and existing clients based on their needs.• Is comfortable in your ability to actively contact clients by phone.• Communicates effectively and confidently, and is comfortable engaging all clients.• Has the ability to learn and adapt to new information and technology platforms.• Applies strong critical thinking and problem-solving skills to meet clients’ needs.• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.• Efficiently manages your time and capacity.• Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).• Can be flexible to work weekends and/or extended hours as needed.• Must pass applicable background checks.**Desired skills:**• Working knowledge as a sales representative of credit and lending solutions.• Retail and/or sales experience in a salary plus incentive environment.• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.• Experience with financial information, spreadsheets and financial skills.• An associate’s degree or bachelor’s degree in business, finance, or a related field.**Shift:**1st shift (United States of America)**Hours Per Week:**40Learn more about this roleFull timeJR-21075473Band: H6Manages People: NoTravel: NoManager:Talent Acquisition Contact:Timothy NeeleyReferral Bonus:0Connecticut job seekers**Connecticut pay range:**$ 21.00 – $ 25.50hourly pay, offers to be negotiated based on experience, education and skill set.**Formulaic incentive eligible**This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.**Benefits**This role is currently benefits eligible . We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.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 (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .To view the “EEO is the Law” Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .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 America’s Drug-free workplace and alcohol policy, CLICK HERE .