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 a diverse and 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!

Job Description:

Prospect Targeting:
- Partnering with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate existing clients for the Program
- Managing processes for gathering information (eg., Deposit Analytics, Business Case) to obtain necessary internal approvals for targeted clients.
- Developing and managing pipeline of prospective clients for Client Employee Banking and Investing Program

Client Engagement:
- Researching clients and preparing for meetings to present Client and Employee program benefits
- Developing and managing relationships with GCB/GCIB Client Managers, FAs and other internal partners
- Serving as Consumer Bank Subject Matter Expert (SME) for Client Managers and other key partners
- Presenting program to senior executives of GCB and GCIB clients
- Coordinating follow up and responding to client questions and requests
- Managing and negotiating contracts for Corporate Banking and Investing Program; including follow up with internal law partners and Vendor Management as needed
- Assisting in obtaining governance, risk/compliance and other necessary approvals
- Coordinating efforts with other key business areas that work with targeted clients (e.g. Deposits, Lending, and Investing for Consumer and Merrill Financial Advisors, Financial Wellness Representatives)

Program Development & Execution:
- Oversee program implementation to ensure smooth delivery and manage client issues, as necessary
- Maintaining various reports to provide status of targeted clients
- Preparing presentations and reports on client development activities and other key initiatives
- Maintaining relationships with other key business areas that work with targeted clients and support the Program

Required Skills:
• Education: Majors in business, finance or economics preferred. MBA desirable but not required
• Must have a minimum of 3 years-experience in Business development or Client Development roles
• Demonstrates ability to successfully manage a portfolio of clients
• Proven track record of prospecting, enhancing relationships and closing successful transactions
• Professional sales skills and experience, including planning, execution and follow up
• Solid finance, marketing and controls background
• Financial modeling experience
• Strong oral and written communication skills
• Demonstrated leadership
• Capable of organizing, facilitating, leading and negotiating a team of cross enterprise employees to negotiate and onboard new clients

Desired Skills:
• Active member/participation in D&I organizations and volunteer activities
• Public Speaking skills
• Networking contacts across the enterprise with centers of influence across the consumer bank is desirable

Shift:

Hours Per Week: