Client Development Specialist, Corporate Employee Banking & Investments

GHR Healthcare; Plano (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America in Plano is seeking a Client Development Specialist for Corporate Employee Banking and Investments. The role focuses on identifying and evaluating prospective clients for the Employee Banking and Investing Program, partnering with internal stakeholders, and presenting program benefits to senior executives.

You will manage data-driven insights, coordinate with legal and risk teams, and build strong internal relationships to drive program delivery.

Qualifications

• Minimum of 3 years in business development or client development.
• Proven ability to manage a portfolio and drive engagement.
• Experience prospecting, relationship building, and closing transactions.
• Strong sales skills including strategic planning, execution, and follow-up.
• Finance, marketing, and internal controls foundation.
• Experience with financial modeling and data analysis.
• Excellent oral and written communication.
• Leadership and cross-functional influence.
• Ability to onboard new clients with cross-enterprise teams.

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.

Skills

Sales skills

Oral and written communication

Leadership

Strategic thinking

Cross-functional collaboration

Financial modeling

Data analysis

Education

Bachelor’s degree in business, finance, or economics

MBA (desirable)

Job description

Corporate Employee Banking & Investments - Client Development Specialist

Location: Plano

Time Type: Full time

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. 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!

Job Description: 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.

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.

Required Qualifications:

• 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.

Desired Qualifications:

• 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.

Skills:

• Collaboration
• Executive Presence
• Oral Communications
• Presentation Skills
• Problem Solving
• Attention to Detail
• Continuous Improvement
• Influence
• Product Management
• Strategic Thinking
• Business Analytics
• Innovative Thinking
• Market Analysis
• Process Management
• Reporting

Shift: 1st shift (United States of America)

Hours Per Week: 40