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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for managing a team that may be composed of field-based Financial Solutions Advisors. Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels. Job expectations include working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results.
Responsibilities:
• Champions organizational vision and values executing consistently to drive business results
• Manages the financial planning and asset-based relationship sales process
• Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development
• Manages sales using growth plans in Sales Force
• Manages effective Financial Center Advisor recruiting strategies
• Administers superior sales supervision and practices in the market
• Studies and learns the Financial Industry Regulatory Authority (FINRA) requirements for future testing
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
• Models an inclusive environment for employees and clients, aligned to company D&I goals
• Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement
• Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions
• Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues
• Provides inspection, coaching and feedback to motivate, differentiate and improve performance
• Actively manages expenses and budgets in alignment with objectives, making sound financial decisions
• Assesses talent and builds bench strength for roles across the organization
• Delivers results by effectively prioritizing, inspecting and appropriately delegating team work
Required Qualifications:
• Minimum 5 years of sales and/or bank operations experience.
• Proven track record of coaching and improving performance in others.
• Proactively builds trusted relationships with key partners/clients.
• Can quickly learn business, priorities, challenges, and goals.
• Can attract, recruit and retain an effective sales and operations team.
• Ability to serve as client advocate to resolve problems independently or escalate as needed with sense of urgency.
• Exercises good judgment and experience to make timely and effective decisions.
• Demonstrated success in building networks across and outside of organizations.
• Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service.
• Projects enthusiasm, optimism, and determination.
• Communicates clearly and effectively at all levels.
• Communicates strategic business plans and tactical sales goals to team members.
• Strong organizational skills including the ability to manage multiple responsibilities, prioritize, and delegate tasks.
• Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability.
• Ability to pass compliance requirements.
• Demonstrated ability to meet deadlines and excellent time management skills.
• Proficiency in computer skills and professional programs (e.g. Microsoft Office).
• Travel required: Will vary depending on geography.
Desired Qualifications:
• Bachelor’s Degree in related field
• Prior management experience.
Skills:
• Risk Management
• Leadership Development
• Coaching
• Customer and Client Focus
• Talent Development
• Sales Performance Management
• Business Operations Management
• Customer Service Management
• Decision Making
• Executive Presence
• Performance Management
• Recruiting
• Process Performance Management
• Critical Thinking
• Result Orientation
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role