Product Consultant - Event Specialist - Employee Banking and Investments

Bank of America•Phoenix, AZ

31d•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Event Specialist is responsible for coordinating and fulfilling a high volume of virtual webinars and in-person events at Employee Banking and Investment (EBI) Corporate Client locations. The EBI Events Team supports EBI's client-centric Financial Wellness program, marketing initiatives, and account opening opportunities in a fast-paced environment with strict deadlines driven by partner timelines. This role serves as a key point of coordination for event intake, logistics, communications, staffing, and execution, ensuring events are delivered on time, within budget, and with a focus on exceptional participant experiences. The candidate will collaborate closely with EBI Events teammates and Client Managers while partnering across lines of business, including local Market Leaders, Financial Center leadership, Financial Wellness Specialists, Workplace Benefits, Event Registration System (ERS), and Business Controls. This role is responsible for managing event requests from intake through fulfillment, balancing competing priorities, and supporting continuous improvement efforts to ensure a seamless client and participant experience. Success in this role requires strong organizational skills, attention to detail, sound judgment, proactive communication, independent drive, and the ability to manage a high-volume portfolio of events while maintaining a focus on operational excellence and flawless execution.

Requirements

Strong verbal, written, and presentation communication skills.
Proven experience coordinating and executing multiple events simultaneously within a high-volume, fast-paced environment.
Demonstrated ability to manage competing priorities while maintaining quality, accuracy, and service standards.
Strong attention to detail, organization, and follow-through.
Ability to quickly understand, navigate, and adapt to evolving business needs and processes.
Strong problem-solving, critical thinking, and decision-making skills.
Highly collaborative and comfortable working with cross-functional partners and teams.
Self-starter with the ability to work independently and exercise sound judgment.
Strong organizational, prioritization, and time management skills.
Ability to influence outcomes and drive results within a matrixed organization.
Desire to work in a dynamic, fast-paced, and continually evolving environment.
Intellectual curiosity and willingness to challenge the status quo and advocate new ideas.

Nice To Haves

Experience supporting corporate events, financial wellness programs, client engagement initiatives, or employee-focused events.
Experience with SharePoint, workflow management tools, event management platforms, and RPWS Salesforce.
Proficiency in Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, Teams, and Adobe Acrobat.

Responsibilities

Own and manage event requests from intake through execution, ensuring timely delivery and adherence to established service standards for virtual webinars and in-person events.
Manage event intake requests and prioritize to meet business needs, resource availability, client timelines, and service-level expectations.
Coordinate a high volume of virtual and in-person events simultaneously while effectively managing competing priorities and deadlines.
Develop, maintain, and communicate partner event schedules and event calendars in a fast-paced, goal-driven environment.
Partner with Financial Center leadership and Financial Wellness Specialists to coordinate staffing and support successful event delivery.
Collaborate with EBI teammates and cross-functional business partners, including Workplace Benefits, ERS, Financial Centers, Business Controls, and other supporting organizations.
Maintain event procedures, playbooks, job aids, and communication materials that support consistent and effective event execution.
Fulfill ad hoc event requests while balancing client expectations, operational priorities, and delivery commitments.
Participate in routines to gather feedback, enhance operational efficiency, recommend simplification opportunities that strengthen event operations, and workflow effectiveness.
Deliver reporting and insights related to event volume, performance, and operational trends.
Escalate risks, identify solutions, and exercise sound judgment to support successful event outcomes.
Ensure event-related activities, assets, inventory, and materials are managed in accordance with established procedures, risk standards, and control requirements.