Corporate Employee Banking & Investments - Client Development Specialist - Southern California
About The Position
This role is responsible for identifying and evaluating prospective clients for the Client Employee Banking and Investing Program by partnering with internal stakeholders and leveraging data-driven insights. The position involves engaging with corporate clients and senior executives to present program benefits, manage contracts, and coordinate approvals across legal, compliance, and risk teams. Acting as a subject matter expert, the individual will build and maintain strong relationships with internal partners to support seamless program delivery. Additionally, the role oversees implementation, monitors client development activities, and ensures alignment with broader business initiatives.
Requirements
- Minimum of 3 years of experience in business development or client development roles.
- Demonstrated ability to successfully manage a portfolio of clients and drive engagement.
- Proven track record in prospecting, relationship building, and closing successful transactions.
- Strong professional sales skills, including strategic planning, execution, and follow-up.
- Solid foundation in finance, marketing, and internal controls.
- Experience with financial modeling and data analysis.
- Excellent oral and written communication skills.
- Demonstrated leadership and ability to influence cross-functional teams.
- Skilled in organizing, facilitating, and negotiating with cross-enterprise teams to onboard new clients.
Nice To Haves
- Bachelor’s degree in business, finance, or economics preferred.
- Master of Business Administration (MBA) desirable but not required.
- Active participation in Opportunity & Inclusion organizations and volunteer initiatives.
- Strong public speaking skills with the ability to present confidently to diverse audiences.
- Established networking relationships across the enterprise, particularly with centers of influence within the Consumer Bank.
Responsibilities
- Partner with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate clients for the Client Employee Banking and Investing Program.
- Manage data-gathering processes such as deposit analytics and business case development to secure internal approvals for targeted clients.
- Build and maintain a pipeline of prospective clients, ensuring alignment with program goals and strategic priorities.
- Conduct client research and prepare for meetings to effectively present program benefits to senior executives and decision-makers.
- Serve as a Consumer Bank subject matter expert, fostering strong relationships with internal partners including GCB/GCIB Client Managers and Financial Advisors.
- Lead contract negotiations and coordinate with legal, compliance, and vendor management teams to ensure timely approvals and execution.
Benefits
- Access to paid time off
- Resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
