CEB&I Client Specialist – Strategic Acquisition

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us
 

Job Description:
This role is responsible for identifying and evaluating prospective clients for the Client Employee Banking and Investing Program by partnering with internal stakeholders and leveraging data-driven insights. The position involves engaging with corporate clients and senior executives to present program benefits, manage contracts, and coordinate approvals across legal, compliance, and risk teams. Acting as a subject matter expert, the individual will build and maintain strong relationships with internal partners to support seamless program delivery. Additionally, the role oversees implementation, monitors client development activities, and ensures alignment with broader business initiatives.

Responsibilities:

• Partner with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate clients for the Client Employee Banking and Investing Program.

• Manage data-gathering processes such as deposit analytics and business case development to secure internal approvals for targeted clients.

• Build and maintain a pipeline of prospective clients, ensuring alignment with program goals and strategic priorities.

• Conduct client research and prepare for meetings to effectively present program benefits to senior executives and decision-makers.

• Serve as a Consumer Bank subject matter expert, fostering strong relationships with internal partners including GCB/GCIB Client Managers and Financial Advisors.

• Lead contract negotiations and coordinate with legal, compliance, and vendor management teams to ensure timely approvals and execution.

• Partnering with external c-suit executives to promote the program

• Partner with segment executives to develop acquisition initiatives

• Partner with executives to formulate efficiencies within existing sales process

• Peer mentor, new hire onboarding

Required Qualifications:

• Minimum of 3 years of experience in business development or client development roles.

• Demonstrated ability to successfully manage a portfolio of clients and drive engagement.

• Proven track record in prospecting, relationship building, and closing successful transactions.

• Strong professional sales skills, including strategic planning, execution, and follow-up.

• Solid foundation in finance, marketing, and internal controls.

• Experience with financial modeling and data analysis.

• Excellent oral and written communication skills.

• Demonstrated leadership and ability to influence cross-functional teams.

• Skilled in organizing, facilitating, and negotiating with cross-enterprise teams to onboard new clients.

Desired Qualifications:

• Bachelor's degree in business, finance, or economics preferred.

• Master of Business Administration (MBA) desirable but not required.

• Active participation in Opportunity &  Inclusion organizations and volunteer initiatives.

• Strong public speaking skills with the ability to present confidently to diverse audiences.

• Established networking relationships across the enterprise, particularly with centers of influence within the Consumer Bank.

Skills:

• Collaboration

• Executive Presence

• Oral Communications

• Presentation Skills

• Problem Solving

• Attention to Detail

• Continuous Improvement

• Influence

• Product Management

• Strategic Thinking

• Business Analytics

• Innovative Thinking

• Market Analysis

• Process Management

• Reporting

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - CA - El Segundo ROSECRANS AVE (CA8800), US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165), US - CA - Pasadena - 880 E Colorado Blvd - Lake-colorado (CA9110), US - CA - Pomona - 444 S Garey Ave - POMONA MAIN OFFICE (CA7110), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - CA - Vallejo - 21 Springstowne Ctr - Springstowne (CA3136), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York Avenue Of The Americas - Grace (NY1544), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)Pay and benefits informationPay range$113, $165,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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