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High Net Worth Sales Manager - Plano, TX

Plano, Texas

Job Description:

Responsible for the day to day operations of a team of Loan Line sales associates. Plans, directs, supervises and evaluates work flow and sales performance. Coordinated work activities to achieve the volume expected to meet operational requirements. Recognizes and recommends operational improvements. Responsible for the day-to-day application of organizational policies and procedures. Will monitor performance of staff members according to established monitoring standards. May approve special price concessions, quotes, bids allowances or adjustments. Involved in hiring decisions and conducts performance appraisals. Champions Bank of America Spirit and consultative sales culture. Enthusiastically supports sales and Customer Care strategies. Fosters internal business partner relationships. Typically requires 3-5 years’ experience.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Required Skills: Must have these skills to be minimally qualified

  • Two+ years mortgage originations background
  • Two+ years sales call center experience
  • Thorough knowledge of mortgage products and programs
  • Strong sales culture mentality
  • Team oriented, problem solver, motivational leader
  • Ability to work under pressure during high call volumes
  • Clear and concise communication skills - written and verbal
  • Providing top quality client experience is a must
  • Ability to build and maintain positive rapport with service partners
  • Ability to delegate, multi-task and adapt easily to change
  • Team player

Desired Skills:

Previous Management Experience in a high volume call center a plus


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: Yes

Travel: Yes, 5% of the time


Talent Acquisition Contact:

Referral Bonus:

Check out the Plano office

Located a short distance from Legacy Town Center, we shop at open-air markets, take the family to the Crayola Experience and enjoy the 800 acres of outdoor beauty at Oak Point Park preserve.

Street-level photo looking up at Bank of America tower

Street Address

Primary Location:
7105 CORPORATE DR, TX, Plano, 75024