Product Consultant - Event Specialist - Employee Banking and Investments

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Event Specialist is responsible for coordinating and fulfilling a high volume of virtual webinars and in-person events at Employee Banking and Investment (EBI) Corporate Client locations. The EBI Events Team supports EBI's client-centric Financial Wellness program, marketing initiatives, and account opening opportunities in a fast-paced environment with strict deadlines driven by partner timelines. This role serves as a key point of coordination for event intake, logistics, communications, staffing, and execution, ensuring events are delivered on time, within budget, and with a focus on exceptional participant experiences. The candidate will collaborate closely with EBI Events teammates and Client Managers while partnering across lines of business, including local Market Leaders, Financial Center leadership, Financial Wellness Specialists, Workplace Benefits, Event Registration System (ERS), and Business Controls. This role is responsible for managing event requests from intake through fulfillment, balancing competing priorities, and supporting continuous improvement efforts to ensure a seamless client and participant experience. Success in this role requires strong organizational skills, attention to detail, sound judgment, proactive communication, independent drive, and the ability to manage a high-volume portfolio of events while maintaining a focus on operational excellence and flawless execution. Specifically, the candidate will: Own and manage event requests from intake through execution, ensuring timely delivery and adherence to established service standards for virtual webinars and in-person events. Manage event intake requests and prioritize to meet business needs, resource availability, client timelines, and service-level expectations. Coordinate a high volume of virtual and in-person events simultaneously while effectively managing competing priorities and deadlines. Develop, maintain, and communicate partner event schedules and event calendars in a fast-paced, goal-driven environment. Partner with Financial Center leadership and Financial Wellness Specialists to coordinate staffing and support successful event delivery. Collaborate with EBI teammates and cross-functional business partners, including Workplace Benefits, ERS, Financial Centers, Business Controls, and other supporting organizations. Maintain event procedures, playbooks, job aids, and communication materials that support consistent and effective event execution. Fulfill ad hoc event requests while balancing client expectations, operational priorities, and delivery commitments. Participate in routines to gather feedback, enhance operational efficiency, recommend simplification opportunities that strengthen event operations, and workflow effectiveness. Deliver reporting and insights related to event volume, performance, and operational trends Escalate risks, identify solutions, and exercise sound judgment to support successful event outcomes. Ensure event-related activities, assets, inventory, and materials are managed in accordance with established procedures, risk standards, and control requirements. Required Qualifications: Strong verbal, written, and presentation communication skills. Proven experience coordinating and executing multiple events simultaneously within a high-volume, fast-paced environment. Demonstrated ability to manage competing priorities while maintaining quality, accuracy, and service standards. Strong attention to detail, organization, and follow-through. Ability to quickly understand, navigate, and adapt to evolving business needs and processes. Strong problem-solving, critical thinking, and decision-making skills. Highly collaborative and comfortable working with cross-functional partners and teams. Self-starter with the ability to work independently and exercise sound judgment. Strong organizational, prioritization, and time management skills. Ability to influence outcomes and drive results within a matrixed organization. Desire to work in a dynamic, fast-paced, and continually evolving environment. Intellectual curiosity and willingness to challenge the status quo and advocate new ideas. Desired Qualifications: Experience supporting corporate events, financial wellness programs, client engagement initiatives, or employee-focused events. Experience with SharePoint, workflow management tools, event management platforms, and RPWS Salesforce. Proficiency in Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, Teams, and Adobe Acrobat. Skills: Administrative Services Attention to Detail Collaboration and Prioritization Project Management Reporting Client Focus Written Communications Oral Communications Planning and Organization Change Management Continuous Improvement Problem Solving Process Improvement and Management Product Management Business Analytics Critical Thinking Operational Excellence Research Strategic Thinking Risk Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - Westlake Village - 31303 Agoura Rd - 31303 Agoura Road (CA6917), 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 - 1114 Avenue Of The Americas - Grace (NY1544), US - WA - Seattle - 401 Union St - Rainier Square (WA1510) Pay and benefits information Pay range $75,000.00 - $125,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This 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. Benefits This 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. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - Privacy Statement -