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Client Relationship Manager - Corporate Employee Banking & Investments (CEBI)

Charlotte, North Carolina;

Job Description:

As a Client Relationship Manager you will be responsible for working directly with corporate clients to promote Bank of America’s employee banking and financial wellness program to their employees to generate new banking relationships. In this role, you will launch new employee banking programs, drive program awareness to increase enrollments, and deepen existing banking relationships Competencies required include relationship building, innovative thinking, analysis/research, in-depth knowledge of products, client facing program management, and a Bachelor’s degree preferred and 2-5 years related experience.

Candidate will initiate and manage all new client onboarding, program development and execution.  Candidate will manage relationships with external Clients, develop new growth channels for employees of these clients as well as enhancing existing experiences.  Candidate will be required to partner with enterprise teammates to improve the client experience, acquire new business and expand relationships.  Candidate will be responsible for navigating conversations across all channels as well as with internal control partners, product leaders, marketing and finance teams to manage the client-facing experience and overall results of the program. Candidate may be responsible for development, management and execution of process improvements including contract management, governance, marketing, and client experience.

Job Responsibilities:

Understand new client assignments so they align with consumer business and channel strategy

Test innovative concepts and/or referrals to enhance results and develop program

Engage enterprise LOBs managing work by product, LRC, vendor, marketing and client experience teams

Collaborate with partners & clients to develop tactics & implementation plans

Manage approval processes w/multiple stakeholders (Channel, Product, LRC, marketing, Finance)

Implement and manage approval routines as required

Negotiate agreements necessary to support partner onboarding and renewals

Work with vendor management, sourcing and legal as required

 

Required Skills:

Executive presence for both client facing and internal presentations

Experience with external client facing relationships

Strong relationship management skills

Strong written and verbal communication skills

Experience with managing multiple priorities

Results-oriented with proven track record of establishing accountability

Proficient with Word, Excel, PowerPoint, WebEx

 

Location:

Main area of interest resides in Charlotte NC, Chicago IL, Nashville TN, Boston MA, and Plano TX. Position will require to go into office location.

Enterprise Job Description: Gather market information & perform more complex product analyses on assigned products, manage product profitability & monitor financial performance, make recommendations for product enhancements & prepare necessary justification to support product changes. Competencies required include market analysis/research focus, in-depth knowledge of products, a Bachelors degree preferred, & 2-5 years related experience.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

As a Client Relationship Manager you will be responsible for working directly with corporate clients to promote Bank of America’s employee banking and financial wellness program to their employees to generate new banking relationships. In this role, you will launch new employee banking programs, drive program awareness to increase enrollments, and deepen existing banking relationships Competencies required include relationship building, innovative thinking, analysis/research, in-depth knowledge of products, client facing program management, and a Bachelor’s degree preferred and 2-5 years related experience.

Candidate will initiate and manage all new client onboarding, program development and execution.  Candidate will manage relationships with external Clients, develop new growth channels for employees of these clients as well as enhancing existing experiences.  Candidate will be required to partner with enterprise teammates to improve the client experience, acquire new business and expand relationships.  Candidate will be responsible for navigating conversations across all channels as well as with internal control partners, product leaders, marketing and finance teams to manage the client-facing experience and overall results of the program. Candidate may be responsible for development, management and execution of process improvements including contract management, governance, marketing, and client experience.

Job Responsibilities:

Understand new client assignments so they align with consumer business and channel strategy

Test innovative concepts and/or referrals to enhance results and develop program

Engage enterprise LOBs managing work by product, LRC, vendor, marketing and client experience teams

Collaborate with partners & clients to develop tactics & implementation plans

Manage approval processes w/multiple stakeholders (Channel, Product, LRC, marketing, Finance)

Implement and manage approval routines as required

Negotiate agreements necessary to support partner onboarding and renewals

Work with vendor management, sourcing and legal as required

 

Required Skills:

Executive presence for both client facing and internal presentations

Experience with external client facing relationships

Strong relationship management skills

Strong written and verbal communication skills

Experience with managing multiple priorities

Results-oriented with proven track record of establishing accountability

Proficient with Word, Excel, PowerPoint, WebEx

 

Location:

Main area of interest resides in Charlotte NC, Chicago IL, Nashville TN, Boston MA, and Plano TX. Position will require to go into office location.

Enterprise Job Description: Gather market information & perform more complex product analyses on assigned products, manage product profitability & monitor financial performance, make recommendations for product enhancements & prepare necessary justification to support product changes. Competencies required include market analysis/research focus, in-depth knowledge of products, a Bachelors degree preferred, & 2-5 years related experience.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22049630

Band: H5

Manages People: No

Travel: Yes, 20% of the time

Manager:

Talent Acquisition Contact:

Susie Madden

Referral Bonus:

0