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Financial Services Relationship Manager

Bank of America
Charlotte, MI Full Time
POSTED ON 1/24/2025 CLOSED ON 2/5/2025

What are the responsibilities and job description for the Financial Services Relationship Manager position at Bank of America?

Key Responsibilities

  1. Outreach to clients requesting and collecting KYC documentation.
  2. Mastering customer due diligence (CDD) requirements and guiding clients as needed to comply.
  3. Driving the collection of enhanced customer due diligence (ECDD) requirements and guiding clients as needed to comply.

The ideal candidate will possess strong communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.

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