
Client Manager - Employee Banking and Investments
Required skills
- Client Manager
- Employee Banking
- Investments
- external client facing relationships
- product development
- sales training programs
- marketing materials
- product capabilities
- product financials
- investment profile
Role summary
Bank of America is seeking a Client Manager for Employee Banking and Investments. This role focuses on managing external client relationships, developing new growth channels, and enhancing client experiences. Responsibilities include promoting banking programs to employees, launching new employee banking initiatives, managing client onboarding, and executing programs. The role involves partnering across the enterprise to improve client experience, acquire new business, and expand relationships. Key activities include supporting product development plans, creating sales training and marketing materials, managing product financials (P&L), analyzing market trends, and managing risk through effective controls. The ideal candidate will have executive presence, strong client-facing relationship skills, organizational and time management abilities, and proficiency in Microsoft Office Suite.
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!
Job Description:
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:
40Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - MA - Waltham - 1025 Main St - 1025 Main St - Waltham (MA6536)Pay and benefits informationPay range$84,400.00 - $124,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.Sample Bank of America interview questions
- 1
Describe a current event that is impacting the role you applied for.
strategyeasy - 2
Why did you choose Bank of America?
cultural fiteasy
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