Corporate Employee Benefits & Investments - Client Development Specialist

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Prospect Targeting:

• Partnering with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate existing clients for the Program
• Managing processes for gathering information (ex., Deposit Analytics, Business Case) to obtain necessary internal approvals for targeted clients.
• Developing and managing pipeline of prospective clients for Client Employee Banking and Investing Program

Client Engagement:

• Researching clients and preparing for meetings to present Client and Employee program benefits
• Developing and managing relationships with GCB/GCIB Client Managers, FAs, and other internal partners
• Serving as Consumer Bank Subject Matter Expert (SME) for Client Managers and other key partners
• Presenting program to senior executives of GCB and GCIB clients
• Coordinating follow up and responding to client questions and requests
• Managing and negotiating contracts for Corporate Banking and Investing Program; including follow up with internal law partners and Vendor Management as needed
• Assisting in obtaining governance, risk/compliance, and other necessary approvals
• Coordinating efforts with other key business areas that work with targeted clients (e.g., Deposits, Lending, and Investing for Consumer and Merrill Financial Advisors, Financial Wellness Representatives)
   

Program Development & Execution:

• Oversee program implementation to ensure smooth delivery and manage client issues, as necessary
• Maintaining various reports to provide status of targeted clients
• Preparing presentations and reports on Client Development activities and other key initiatives 
• Maintaining relationships with other key business areas that work with targeted clients and support the program.
   

Required Skills:
• Must have a minimum of 3 years-experience in Business Development or Client Development roles
• Demonstrates ability to successfully manage a portfolio of clients
• Proven track record of prospecting, enhancing relationships and closing successful transactions
• Professional sales skills and experience, including planning, execution and follow up 
• Solid finance, marketing and controls background
• Strong oral and written communication skills including presentation experience
• Demonstrated leadership
• Capable of organizing, facilitating, partnering and negotiating a team of cross-enterprise employees and onboarding new clients

Experience with Business Integration and demonstrated ability to work across lines of business

Desired Skills:
• Active member/participation in D&I organizations and volunteer activities

• Education: Majors in business, finance or economics preferred. MBA desirable but not required
 

Shift:

Hours Per Week: