Client Manager – Employee Banking and Investments

Bank of America

. Manage relationships with external clients .

Posted 11/9/2026full-timeJacksonville • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and developing growth channels while enhancing client experiences. Proficient in executing programs and collaborating with internal stakeholders to analyze market needs and improve product offerings.

Highest-signal resume keywords

Client Relationship ManagementProgram Development and ExecutionSales Training Program CreationOrganizational and Time Management SkillsRisk Control Implementation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Program DevelopmentClient OnboardingProduct Financial ManagementMarket AnalysisP&L Activities

Soft Skills

Executive PresenceResults-OrientedStrong Organizational SkillsTime ManagementRelationship Building

Tools & Technologies

WordExcelPowerPointWebEx

Certifications & Qualifications

High School DiplomaGEDBachelor’s Degree (Desired)

Industry Keywords

Client ExperienceEmployee Banking ProgramsSales and MarketingProduct DevelopmentRisk Controls

About the role

Key responsibilities & impact

Manage relationships with external clients
Develop new growth channels and enhance client experiences
Work with corporate clients to promote Bank programs to employees
Launch and drive new employee banking programs to increase enrollments and deepen relationships
Initiate and manage new client onboarding
Develop and execute programs
Partner across the enterprise to improve client experience, acquire new business, and expand relationships
Support product development and deployment plans
Help create sales training programs and marketing materials
Maintain product financials, investment profiles, and P&L activities
Provide product trend information to sales and marketing teams
Streamline and enhance product offerings
Implement and monitor effective risk controls
Partner with internal stakeholders to analyze markets, clients, and competitors and develop products that solve client needs

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Executive presence for both client-facing and internal presentations
Ability to manage 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 a proven track record of establishing accountability
Proficient with Word, Excel, PowerPoint, and WebEx
1st shift availability
Bachelor’s Degree is desired

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office culture with role-specific flexibility
40 hours per week