Corporate Employee Banking & Investments - Client Development Specialist - Southern California

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 a diverse and 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.

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 - Carlsbad - 7700 El Camino Real - La Costa (CA0222), US - CA - El Segundo - 2301 ROSECRANS AVE (CA8800), US - CA - Fullerton - 401 N Harbor Blvd - FULLERTON MAIN OFFICE (CA7108), US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165), US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819), US - CA - Westlake Village - 31303 Agoura Rd - 31303 Agoura Road (CA6917), US - CA - Woodland Hills - 5901 CANOGA