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High Net Worth Sales Manager - Charlotte, NC / Chandler, AZ

Charlotte, North Carolina;

Job Description:

Responsible for the day to day operations of a team of Wealth Management Lending Specialist. 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 maintaining partnerships with aligned Merrill Lynch Markets and working closely with Merrill Lynch Market Executives to review performance and apply action planning in areas of opportunity.  Responsible for the day-to-day application of organizational policies and procedures within the line of business. 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:

• 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

Preferred Skills:

• 4-10 years mortgage sales experience

• Experience working with Financial Advisors or High Net Worth clients

•  Previous management experience in a relationship driven sales environment   

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Responsible for the day to day operations of a team of Wealth Management Lending Specialist. 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 maintaining partnerships with aligned Merrill Lynch Markets and working closely with Merrill Lynch Market Executives to review performance and apply action planning in areas of opportunity.  Responsible for the day-to-day application of organizational policies and procedures within the line of business. 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:

• 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

Preferred Skills:

• 4-10 years mortgage sales experience

• Experience working with Financial Advisors or High Net Worth clients

•  Previous management experience in a relationship driven sales environment   

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21071186

Band: H5

Manages People: Yes

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Caroline Heubel

Referral Bonus:

0