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Business Support Lead II (Dallas, TX)

Dallas, Texas

Job Description:

Business Support Lead II

Business Overview

Bank of America Private Bank is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.  Bank of America Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. The Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.

Enterprise Description:

Leads diverse administrative functions usually for a large department or for a complete business unit. Functions may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Administers bank programs and policies and may direct the development of the department's administrative policies and procedures. Requires a thorough knowledge of the department's or business unit's functional operations. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. May direct workflow activities.

Assist with ongoing support in the critical area of Business Management reporting including:

  • Scorecards, Flows, Pipeline and Sales reporting, CMP, At Risk, compensation and other reporting/analysis as needed
  • Workflows & routines including PDP, Scorecard documentation, process flow, inspection etc.

Required Skills and Experience

  • Strong communication skills, both verbal and written
  • Strong analytical skills, able to maintain a high quality of customer service and attention to detail
  • Strong relationship building skills to communicate with internal team and executive level management to gather/convey relevant information
  • Strong executive support and knowledge of a variety of software programs (i.e. MS Outlook, Word, Excel, PowerPoint, OneNote, WebEx and SharePoint)
  • MS Access skills desirable
  • Must use considerable tact, diplomacy and judgment with confidential information
  • Minimum of 1-2 years’ similar experience in the high net worth space

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Business Support Lead II

Business Overview

Bank of America Private Bank is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.  Bank of America Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. The Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.

Enterprise Description:

Leads diverse administrative functions usually for a large department or for a complete business unit. Functions may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Administers bank programs and policies and may direct the development of the department's administrative policies and procedures. Requires a thorough knowledge of the department's or business unit's functional operations. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. May direct workflow activities.

Assist with ongoing support in the critical area of Business Management reporting including:

  • Scorecards, Flows, Pipeline and Sales reporting, CMP, At Risk, compensation and other reporting/analysis as needed
  • Workflows & routines including PDP, Scorecard documentation, process flow, inspection etc.

Required Skills and Experience

  • Strong communication skills, both verbal and written
  • Strong analytical skills, able to maintain a high quality of customer service and attention to detail
  • Strong relationship building skills to communicate with internal team and executive level management to gather/convey relevant information
  • Strong executive support and knowledge of a variety of software programs (i.e. MS Outlook, Word, Excel, PowerPoint, OneNote, WebEx and SharePoint)
  • MS Access skills desirable
  • Must use considerable tact, diplomacy and judgment with confidential information
  • Minimum of 1-2 years’ similar experience in the high net worth space

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21075328

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Ciji Jones

Referral Bonus:

0

Street Address

Primary Location:
5500 Preston Rd, TX, Dallas, 75205