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Brokerage Team Manager

Chandler, Arizona

Job Description:

The Brokerage Team Manager, within CICM & PS, will train and develop Financial Solutions Advisors that service and provide investment advice & banking solutions to our brokerage client base. The role is ideal for those with a passion for leading a team and driving a client-centric culture to make clients’ financial lives better. As a Brokerage Team Manager you will be working and building relationship with all lines of business at Merrill and across Bank of America to ensure a positive experience to both our clients and the FSAs. In addition to working with this specialized/specific client base the manager will also focus on the development of the FSAs professional and personal goals. This position will also offer you exposure to senior leadership and provide the opportunity to execute business strategy. Candidate will need strong knowledge of the investment process, financial markets, banking solutions and ensuring those items align with the client’s financial needs.

The responsibilities of this role include:

•             Supervise the day-to-day activities of FSAs

•             Deliver core business performance metrics including delivering the full Enterprise offering, including investments, banking and lending solutions.

•             Ensure FSAs are delivering a consistent client experience and continuously improve client satisfaction, conversion and retention

•             Ensure execution of Consumer Investments client contact strategy

•             Responsible for supervising/reviewing recommendations, trades and trade execution consistent with Brokerage investment process

•             Responsible for playing a key role in attracting and recruiting talent as well as working with the Division Manager in the hiring and training of new personnel

•             Assist with ongoing BAC/Merrill product and sales training

•             Supervise delivery of customer service determined appropriate for FSAs

•             Ensure the schedule adherence and proper call management of all team members in relation to contact center strategy

•             Conduct monthly call review sessions for FSAs and provide comprehensive feedback to FSAs on their performance

•             Responsible for molding the behavior and professionalism of all team members

•             Promote work unit improvements to current workflow processes

•             Resolve all client issues that are elevated to supervisory level

•             Require registrations:  Series 7, 66, 9, 10     

Required Skills:

•             Series 7, Series 66 (or both the 63 & 65), Series 9, and Series 10 are required

Desired Skills:

•             Capable of effectively operating in a team oriented and highly collaborative environment

•             Successful experience and track record achieving sales goals

•             Extraordinary interpersonal skills, a strong team orientation and resiliency

•             Ability to effectively manage workload

•             Superior client service proficiency including excellent verbal, written, and listening skills

•             Financial services industry experience

•             Strong understanding and ability to communicate the suite of enterprise products and services      

Enterprise Job Description:

Working in a service and sales environment, incumbents are responsible for training, coaching, hiring and supervising a team of associates in the Consumer Investments Solutions & Client Services organization. The responsibilities of this role include: monthly 1:1 associate coaching to provide an optimal client experience and performance; supervision of day-to-day activities; work with the recruiting team and Division Manager in the hiring and training of new personnel; ensure schedule adherence and proper call management of all team members in relation to the contact center strategy; conduct ongoing training as needed; responsible for molding the behavior and professionalism of all team members; promote work unity improvements to current workflow processes; resolve all client issues that are elevated to supervisory level. Licensing requirements are as follows: Series 7, 66, 9 and 10 or their equivalent.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Brokerage Team Manager, within CICM & PS, will train and develop Financial Solutions Advisors that service and provide investment advice & banking solutions to our brokerage client base. The role is ideal for those with a passion for leading a team and driving a client-centric culture to make clients’ financial lives better. As a Brokerage Team Manager you will be working and building relationship with all lines of business at Merrill and across Bank of America to ensure a positive experience to both our clients and the FSAs. In addition to working with this specialized/specific client base the manager will also focus on the development of the FSAs professional and personal goals. This position will also offer you exposure to senior leadership and provide the opportunity to execute business strategy. Candidate will need strong knowledge of the investment process, financial markets, banking solutions and ensuring those items align with the client’s financial needs.

The responsibilities of this role include:

•             Supervise the day-to-day activities of FSAs

•             Deliver core business performance metrics including delivering the full Enterprise offering, including investments, banking and lending solutions.

•             Ensure FSAs are delivering a consistent client experience and continuously improve client satisfaction, conversion and retention

•             Ensure execution of Consumer Investments client contact strategy

•             Responsible for supervising/reviewing recommendations, trades and trade execution consistent with Brokerage investment process

•             Responsible for playing a key role in attracting and recruiting talent as well as working with the Division Manager in the hiring and training of new personnel

•             Assist with ongoing BAC/Merrill product and sales training

•             Supervise delivery of customer service determined appropriate for FSAs

•             Ensure the schedule adherence and proper call management of all team members in relation to contact center strategy

•             Conduct monthly call review sessions for FSAs and provide comprehensive feedback to FSAs on their performance

•             Responsible for molding the behavior and professionalism of all team members

•             Promote work unit improvements to current workflow processes

•             Resolve all client issues that are elevated to supervisory level

•             Require registrations:  Series 7, 66, 9, 10     

Required Skills:

•             Series 7, Series 66 (or both the 63 & 65), Series 9, and Series 10 are required

Desired Skills:

•             Capable of effectively operating in a team oriented and highly collaborative environment

•             Successful experience and track record achieving sales goals

•             Extraordinary interpersonal skills, a strong team orientation and resiliency

•             Ability to effectively manage workload

•             Superior client service proficiency including excellent verbal, written, and listening skills

•             Financial services industry experience

•             Strong understanding and ability to communicate the suite of enterprise products and services      

Enterprise Job Description:

Working in a service and sales environment, incumbents are responsible for training, coaching, hiring and supervising a team of associates in the Consumer Investments Solutions & Client Services organization. The responsibilities of this role include: monthly 1:1 associate coaching to provide an optimal client experience and performance; supervision of day-to-day activities; work with the recruiting team and Division Manager in the hiring and training of new personnel; ensure schedule adherence and proper call management of all team members in relation to the contact center strategy; conduct ongoing training as needed; responsible for molding the behavior and professionalism of all team members; promote work unity improvements to current workflow processes; resolve all client issues that are elevated to supervisory level. Licensing requirements are as follows: Series 7, 66, 9 and 10 or their equivalent.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21063989

Band: H5

Manages People: Yes

Travel: No

Manager:

Talent Acquisition Contact:

Susie Madden

Referral Bonus:

0

Street Address

Primary Location:
2555 W CHANDLER BLVD, AZ, Chandler, 85224