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!
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.
Working in a retail sales/service environment, the incumbent is responsible for coaching/supervising a team of Financial Solutions Advisors with respect to advice and guidance, achieving goals, and servicing of client accounts.
The responsibilities of this role include:
• Supervise the day-to-day activities of a team of Financial Solutions Advisors
• Advisors reporting to the Team Lead will be sitting within the out-of-footprint Financial Centers
• Deliver core business performance metrics with focus on responsible growth
• Ensure Financial Solutions Advisors deliver a world class consistent client experience and continuously improve client care, conversion and retention
• Deliver the entire Enterprise including investing, banking and lending
• Perform monthly performance reviews of all team members and provide constructive feedback
• Responsible for supervising/reviewing recommendations, trades and trade execution consistent with our investment process
• Source and cultivate talent pipelines with a strong focus and ability to coach and develop advisors
• Work with the Division and Performance Manager in the hiring and training of new advisors
• Assist with ongoing BAC/Merrill Lynch product and sales training
Required Qualifications:
• Licensed with the Series 7, 66, 9 & 10 (or equivalents)
• Ability to drive exceptional customer experience
• Detail oriented, with good follow-up skills
• Excellent verbal and written communication skills
• Strong focus on compliance and regulatory standards
• A bility to foster and build relationships
Desired Qualifications:
• Professional designation preferred
• Strong ability to communicate across leadership and to associates
• Ability to effectively manage work load
• Experience and track record of driving teams to achieve KPI's
• Experience delivering managed products
Enterprise
This job is responsible for overseeing employees within Consumer Investments Solutions and Client Services. Key responsibilities include ensuring schedule adherence and proper call management of all team members in relation to the contact center strategy, promoting work unity improvements to workflow processes, and resolving client issues that are elevated to the supervisory level. Job expectations may include hiring, coaching team members to provide an optimal client experience, supervising day-to-day activities, performing performance reviews, and providing constructive feedback.
Responsibilities:
• Fosters a client-centric team environment by promoting an effective sales and service strategy and risk management process
• Prioritizes employee development by providing effective coaching and sharing constructive feedback to drive operational excellence
• Oversees day-to-day activities and resolves all client issues escalated to leadership
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.
Additional Skills Used:
Shift:
1st shift (United States of America)Hours Per Week:
40...and Aspiring Adventurers: Unleash Your Travel Passion with Calling Katie! Do you crave... ...of crafting unforgettable travel experiences for others ignite your spirit? Calling... ...anywhere in the world. No prior travel agent experience? No problem! Calling Katie offers...
Position Summary We are currently seeking a Basic Data Entry Clerk for a work-from-home position with a requirement of 25 words per minute input. Our... ...service agents, warehouse or factory workers, drivers, medical assistants, nurses, call center representatives, etc. If...
...cost segregation services. Our team comprises CPAs, engineers, technical writers, associates, and staff support. Our culture and highly... ...research and development as defined in Section 41 of the Internal Revenue Code and Regulations. The TW will support process improvement...
...grounded in a Biblical worldview, and we are looking for a Junior High Theater Director who is a follower of Jesus Christ and is dedicated to... ...students in yearly off-site weekend retreats, and lead small home groups and chapel discussions. The Kings Academy teaching staff...
...A large and prestigious business management firm seeks a Music Audit Director to join their dynamic team. This is an excellent opportunity for an audit professional with music industry experience. Responsibilities: The Audit Director will be responsible for overseeing...