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Therese Richards

Therese Richards

Relationship Manager

Bank of America

Relationship Manager at Bank of America

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Bank of America

Relationship Manager

My responsibility in this role involves deepening, gaining, and retaining clients relationship. This involves client outreach via outbound calls; having deepening meaningful conversations uncovering financial needs. After uncovering financial needs for my clients i provide them with the best financial solutions to meet their needs.

Bank of America

Relationship Manager

-Coached associate to probe and identify financial stability
-Holds team calibrations and coaching sessions to drive performance and provide feedback
-Conduct roles plays to provide consistent customer service experience with Client Service Representatives.
-Proactively communicate with my manager to ensure my goals are being met
-Attend meetings to enforce the company's main objective which is to make our clients' financial lives better.
-Increase traffic in the Financial Center by partnering with other small businesses
-Adhering to policies and procedures to reduce risk within the company
-Making outbound sales call to deepen or gain relationships.