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Bank of America

Runs a US consumer bank, brokerage and investment bank

Client Manager - Employee Banking and Investments

Retail & Commercial BankingPosted on Nov 10
Full-time

About the Job

Requirements

  • A high school diploma, GED, secondary school credential, or equivalent is the minimum education requirement.
  • Executive presence for 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.
  • A results-oriented approach with a proven track record of establishing accountability.
  • Proficiency with Microsoft Word, Excel, PowerPoint, and WebEx.

Responsibilities

  • Manage relationships with external clients, develop new growth channels, and enhance client experiences.
  • Work with corporate clients and promote Bank programs to employees to generate banking relationships.
  • Launch and drive new employee banking programs to increase enrollments and deepen relationships.
  • Initiate and manage new client onboarding, and develop and execute programs.
  • Partner across the enterprise to improve client experience, acquire new business, and expand relationships.
  • Support comprehensive product development and deployment plans, including creating sales training programs and marketing materials to educate clients and internal teams on product capabilities.
  • Maintain product financials, including the investment profile and profit-and-loss activities such as revenue and profit margins.
  • Provide information on product trends to sales and marketing teams using knowledge of product functionality, marketplace trends, and the competitive landscape.
  • Help streamline or enhance product offerings to fit clients’ existing and future needs and support continued growth and operational excellence.
  • Manage risk by implementing and monitoring effective controls with key support partners.
  • Partner with internal stakeholders to obtain insights about markets, clients, and competitors to develop products that solve client needs and ensure high adoption rates.

Desired Qualifications

  • A bachelor's degree.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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