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Client Development Specialist – Corporate Employee Banking & Investments
Bank of America. Identify and evaluate prospective clients for the Client Employee Banking and Investing Program .
About the role
Key responsibilities & impact- 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
- Gather deposit analytics and develop business cases to secure internal approvals
- Build and maintain a pipeline of prospective clients aligned with program goals and strategic priorities
- Conduct client research and prepare for meetings with senior executives and decision-makers
- Present program benefits to corporate clients and senior executives
- Serve as a Consumer Bank subject matter expert and maintain relationships with internal partners
- Lead contract negotiations and coordinate legal, compliance, and vendor management approvals
- Oversee implementation and monitor client development activities
- Ensure alignment with broader business initiatives
Requirements
What you’ll need- Minimum of 3 years of experience in business development or client development roles
- Ability to manage a portfolio of clients and drive engagement
- Track record in prospecting, relationship building, and closing successful transactions
- Strong professional sales skills, including strategic planning, execution, and follow-up
- Foundation in finance, marketing, and internal controls
- Experience with financial modeling and data analysis
- Excellent oral and written communication skills
- Leadership and ability to influence cross-functional teams
- Ability to organize, facilitate, and negotiate with cross-enterprise teams to onboard new clients
- Bachelor's degree in business, finance, or economics preferred
- MBA desirable but not required
- Strong public speaking skills
- Established networking relationships across the enterprise, particularly within the Consumer Bank
- Active participation in Opportunity & Inclusion organizations and volunteer initiatives
- 40 hours per week
- 1st shift
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- Paid time off
- Resources and support to make an impact
- Eligibility for annual discretionary incentive award based on individual, business-line, and company performance