Corporate Employee Banking & Investments - Client Development Specialist

Bank of America; Phoenix (AZ); On-site; USD 117,000 - 174,000; Full time

Job summary

Bank of America in Phoenix seeks a Senior Client Development professional to identify and evaluate corporate clients for the Client Employee Banking and Investing Program. You will partner with Corporate Banking, GWIM, and Legal teams to drive program adoption and secure approvals.

The role requires strong sales, data analysis, and relationship-building skills, with experience overseeing complex contracts across internal stakeholders to deliver scalable client solutions.

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.

Responsibilities

• Identify and evaluate prospective clients for the Client Employee Banking and Investing Program.
• Partner with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners.
• 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.
• Lead contract negotiations and coordinate with legal, compliance, and vendor management teams to ensure timely approvals and execution.

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

Education

Bachelor’s degree in business, finance, or economics

MBA

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 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

Pay Transparency details

US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819), US - CA - Westlake Village - 31303 Agoura Rd - 31303 Agoura Road (CA6917), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)

Pay and benefits information

Pay range

$116,600.00 - $174,300.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.