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

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and developing growth strategies to enhance client experiences. Proficient in executing programs that drive enrollment and deepen client engagement while maintaining strong organizational and time management skills.

Highest-signal resume keywords

Client Relationship ManagementProgram DevelopmentSales Training CreationOrganizational SkillsRisk Control Implementation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Program DevelopmentClient OnboardingProduct Financial ManagementMarket AnalysisP&L Activities

Soft Skills

Executive PresenceResults-OrientedTime ManagementRelationship BuildingPrioritization

Tools & Technologies

WordExcelPowerPointWebEx

Industry Keywords

Client ExperienceGrowth ChannelsEmployee Banking ProgramsProduct DevelopmentSales and Marketing

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 meet client needs

Requirements

What you’ll need

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
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
40 hours per week
1st shift

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
Office-based flexibility based on role-specific considerations