Client Manager - Employee Banking and Investments

Bank of America; Carmel (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a role focused on managing external client relationships, expanding growth channels, and delivering enhanced client experiences. The position emphasizes onboarding new clients, promoting programs to employees, and driving enrollments to deepen banking relationships.

The role requires partnering across the enterprise to improve client experience, capture new business, and deepen relationships through product development and market insights.

Qualifications

• Executive presence for client facing and internal presentations
• Experience with external client facing relationships
• Ability to develop, deepen and manage trusted relationships
• Proficient with Word, Excel, PowerPoint, WebEx

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

Job description

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for managing relationships of external Clients, developing new growth channels, and enhancing 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, initiating and managing all new client onboarding, and program development and execution. Job expectations include partnering across the enterprise to improve the client experience, acquire new business and expand relationships.

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

Required Qualifications

• 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

Desired Qualifications

• Bachelor's Degree

Skills

• Attention to Detail
• Collaboration
• Oral Communications
• Product Marketing and Branding
• Written Communications
• Continuous Improvement
• Critical Thinking
• Market Analysis
• Problem Solving
• Process Management
• Administrative Services
• Business Analytics
• Reporting
• Research
• Strategic Thinking

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40