Client Relationship & Onboarding Manager

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

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.