Client Manager - Employee Banking and Investments

Bank of America • Greensboro, NC

1d • Onsite

About The Position

At Bank of America, the common purpose is to help make financial lives better through responsible growth and daily delivery for clients, teammates, communities, and shareholders. Being a Great Place to Work is central to this, including a commitment to an inclusive workplace, attracting and developing talent, supporting teammates’ physical, emotional, and financial wellness, recognizing performance, and making community impact. Bank of America maintains an in-office culture with specific requirements for office-based attendance, while allowing for an appropriate level of flexibility based on role-specific considerations. This role offers opportunities to learn, grow, and make an impact. The Client Manager is responsible for managing relationships with external clients, developing new growth channels, and enhancing client experiences. Key responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching and driving new employee banking programs to increase enrollments and deepen relationships, and initiating and managing all new client onboarding, program development, and execution. The role also involves partnering across the enterprise to improve the client experience, acquire new business, and expand relationships.

Requirements

• Executive presence for both client facing and internal presentations
• Manages priorities without sacrificing quality
• Experience with external client facing relationships
• Ability to develop, deepen and manage trusted relationships
• Strong organizational and time management skills
• Results-oriented with proven track record of establishing accountability
• Proficient with Word, Excel, PowerPoint, WebEx
• High School Diploma / GED / Secondary School or equivalent

Nice To Haves

• Bachelor's Degree

Responsibilities

• Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities
• Maintains product financials, including managing the investment profile and profit and loss (P&L) activities, such as revenue and profit margins
• Provides information on product trends to sales and marketing teams leveraging knowledge of product functionality, marketplace trends, and the competitive landscape
• Assists with streamlining or enhancing product offerings to fit client's existing and future needs to support continued growth and operational excellence
• Manages risk through implementing and monitoring effective controls in partnership with key support partners
• Partners with internal stakeholders to obtain meaningful insights about markets, clients, and competitors in order to develop products that solve client needs and ensure high adoption rates

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees