Bank Of America Consumer Investments Team Manager 

United States, Arizona, Chandler 

152358850

Job Description:

Job Description:

Responsibilities:
Coach, motivate and supervise your team as they grow client relationships through understanding needs and presenting investment solutions from Consumer Investments Solutions & Client Services, Merrill and Bank of America
You will deliver exceptional customer experiences by resolving all elevated client issues and teaching client ownership by example
Develop your team through side-by-side coaching, relationship building, call review, consistent coaching and mentoring
Sharpen your focus on compliance and regulatory standards: actively managing risk – reviewing sales practices, trades, communication and all faucets of team activity to ensure responsible growth
You will be required to earn your Series 7 & 66, 9&10 (or equivalents) within 120 days of hire
Participate in foundational management training, leadership rotations and in-depth role-specific training

Availability to provide coverage during weekends and/or extended hours as required to operate the business

The skills you bring to the role:
You are able to understand investments and assist associates and customers with their financial needs
Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems
Focus on building relationships with teammates
Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills

Required Qualifications:

• Series 7, 66 required (or their equivalent) at hire

• Series 9/10 is required (or their equivalent) within 120 days of hire

• Ability to understand investments and assist associates and clients with their financial needs

• Focus on building relationships with teammates

• Analytical ability with ability to manage multiple responsibilities and prioritize

• Strong communication skills (verbal, non-verbal, and written) and active listening skills

• Drive culture, leading a diverse client centric team

• Proven ability to manage risk - must utilize sound judgment to make business decision for shareholders and clients

• Must be client and associate focused

• Proven ability to coach and motivate others

• Lives the Bank of America Core Values: delivers for clients and shareholders, embraces the power of our people, acts responsibly and promotes opportunity

Desired Qualifications:

• Capable of effectively coaching and mentoring team to meet metrics

• Ability to effectively manage workload in a fast-paced environment

• Excellent interpersonal, leadership and oral/written communication skills

• Capable of multi-tasking and working efficiently under stress and high volume

• Strong organizational and teamwork skills

• Knowledge of Consumer Investments and Merrill systems and clients a plus

Additional Skills Used:

• Recruiting
• Relationship Building
• Sales Performance Management
• Sales Strategy
• Strategic Thinking
• Account Management
• Client Experience Branding
• Executive Presence
• Performance Management
• Talent Development
• Customer Experience Improvement
• Decision Making
• Drives Engagement
• Leadership Development
• Workforce Planning

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)