דרושים Supervision Manager - Dfw ב-Bank Of America ב-United States, Texas, Fort Worth

Work Schedule

Monday-Friday, plus some Saturdays as Required

Sample Schedule: 8am-5pm, 9am-6pm, etc

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
•. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at leastin the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Job Description:

Job Description:

Will manage projects and assessments associated with the security of the event. Travels in advance of the event commencing and performs detailed security surveys for all identified locations, making the necessary contacts and arrangements to ensure guest safety. Will be responsible for analyzing and identifying potential threats through extensive monitoring and analysis of multiple platforms.

Extensive hours on feet; Typical day for investor and internal management conferences is 14–15 hrs./day for consecutive days.

Able to respond to all medical situations. Major Events Security Manager could be first on scene and required to perform first responder duties. Must be able to manage ongoing incidents, medical conditions and / or event investigations during the event. This is in addition to event oversight responsibilities with planner, event staff, additional security and venue. Have to be able to recognize priorities and what may be handled when you return to your room at the conclusion of day.

Responsibilities:

• Executes executive protection activities with decisiveness and precision, identifies and responds to security situations and events, and coordinates timely deployment of teams and assets

• Prioritizes and balances workload and cross-training across the team, ensuring team resiliency and capacity to manage competing priorities

• Communicates event security information effectively and securely to key stakeholders

• Develops and implements security plans and protocols for events, ensuring the safety of clients and employees and proper screening/vetting procedures for all event guests

• Develops strong partnerships with key business stakeholders, and local and federal law enforcement agencies

• Executes projects and assessments associated with the security of the senior management team

• Manages expenses related to event security costs, in line with objectives and budget

Required Qualifications:

• Minimum of 5 years’ experience in security management role

• Excellent Communication Skills (verbal and written) and be able to interact with internal customers/leadership and external partners.

• Proven experience in managing teams and coordinating with private security and law enforcement agencies.

• Critical thinking under pressure.

• Demonstrated ability to be self-motivated/self-starter.

• Influencer – Must have the ability to interact and work closely with internal and external stakeholders, influencing decisions on appropriate security resources.

• Adaptability

• Durability

• Solid Computer Skills – working with MS Office suite.

• Must be able to respond to matters and issues off regular work hours.

• Problem Solver – Must have the ability to solve problems to ensure sufficient security and safety strategies are applied.

• Valid Driver’s License

Desired Qualifications:

• AED/CPR/ First Responder Certified/TECC. Not required at time of hire but must obtain within 6 months of hiring.

• CPP, PSP, or similar certification

• Law Enforcement / Intelligence / Military / Event Security Background

• Ability to travel (domestic & international) as needed

Skills:

• Crisis Management

• Executive Presence

• Facility Security Management

• Stakeholder Management

• Threat Analysis

• Adaptability

• Attention to Detail

• Business Case Analysis

• Client Management

• Relationship Building

• Administrative Services

• Critical Thinking

• Customer Experience Improvement

• Transportation Services Management

• Workforce Planning

Work Schedule

Monday-Friday, plus some Saturdays as Required

Sample Schedule: 8am-5pm, 9am-6pm, etc

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
•. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at leastin the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Job Description:

Responsible for providing strategy and operations for centralized physical document scanning, document indexing and document management services to various lines of business across the enterprise. Document custodian related to mortgage collateral for Bank of America N.A. (BANA) and non-BANA clients, providing certification, safekeeping and other services.

Job Description:

This job is responsible for managing a segment or a small operations unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include overseeing day-to-day activities of employees, including executing transactions and managing the budget, expenses, forecasting, and reporting.

Responsibilities:

Enables and empowers 11+ employees to deliver on the Client Care Pillars easily and efficiently via inbound calls and chats

• Forecasts and manages staffing levels and capacities, prioritizes employee development by providing effective coaching, and shares constructive feedback to drive Operational Excellence

• Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines

• Develops and analyzes procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas

• Evaluates efficiencies and identifies areas of improvement and growth to the overall process, identifying data, metrics, and key performance indicators to measure process effectiveness

• Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment

Minimum Qualifications:

• A commitment to advocate for internal/external clients to meet and exceed their expectations (Customer focus)

•Ability to combine observations with the analysis of a variety of performance reports at an individual and team level to diagnose positive and negative patterns driving the performance

•A wide array of proficient to expert performance coaching skills including, but not limited to, customizing feedback for individuals, clearly articulating feedback, partnering with recipients to design plans, inspiring change, and inspiring trust

•A working knowledge of the career planning tools advocated for by the Bank and a willingness to expand expertise with the tools

•Ability to show a genuine concern for people, their needs, and their perspectives with voice tone, word selection, and listening (Empathy)

•Interpersonal verbal communication skills that build rapport and trust, deliver information in an easy-to-understand manner, and builds confidence (Verbal expression, trust building, and knowledge sharing)

•Collaborative verbal and written communication skills to obtain clarifying information, explain action needed/reasoning, effectively partner to find/implement solutions

Desired Skills:

•Experience with PDIM (Physical Document Inventory Management) application

•Ability to leverage data and reporting to manage inventory and service level agreements

•Familiarity with Quality Assurance routines

•Previous experience in document imaging

• Business Operations Management

• Customer Service Management

• Process Performance Measurement

• Performance Management

• Talent Development

• Account Management

• Client Management

• Relationship Building

• Process Management

• Leadership Development

• Risk Management

• Policies, Procedures, and Guidelines Management

• Workforce Analytics

• Process Design

• Hiring and Onboarding

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

:

• Has proven success in consultative sales in financial services or in business-to-business sales

• Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

• Is passionate about outside sales and enjoys spending time prospecting

• Wants to enhance existing relationships and exceed sales goals

• Can analyze financial conditions of clients and industry trends

• Can understand and interpret financial statements and cash flow analysis

• Has excellent communication skills and demonstrated leadership ability

• Enjoys partnering and negotiating with a team of bank employees to solve client issues

• Demonstrated management of a client portfolio with focus on relationship development and deepening

• Thorough knowledge of small business financial products and services

• Familiarity with CRM platforms and other banking systems

Desired Qualifications:

• Community leadership

• Strong computer skills with an ability to multitask in a demanding environment

• Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills:

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Pipeline Management

• Credit Documentation Requirements

• Financial Analysis

• Oral Communications

• Prioritization

• Written Communications

• Coaching

• Interpret Relevant Laws, Rules, and Regulations

• Prospecting

• Risk Management

This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs

• Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships

• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends

• Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects

• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues

• Coaches and mentors peers, while utilizing leadership skills

• Adapts to changes in sales practices and broader market and industry conditions as needed

Required Qualifications:

• 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required

• Management of an extensive portfolio of clients with annual revenues of $20-$50 million

• Proven track record of sales, prospecting new business and enhancing existing relationships

• Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends

Desired Qualifications:

• Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experience

Skills:

• Business Development

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Account Management

• Financial Analysis

• Leadership Development

• Loan Structuring

• Referral Identification

• Credit Documentation Requirements

• Pipeline Management

• Referral Management

• Regulatory Compliance

• Risk Management

High School Diploma / GED / Secondary School or equivalent

• Coach, motivate and supervise your team as they grow client relationships through understanding needs and presenting additional solutions from Consumer Investment 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
• Manage the daily operation of the team to include their efficiency and productivity to ensure we are available for our clients
• 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 gro
• 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 as needed

• 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
• Availability to work weekends and/or extended hours as required to operate the business
• Driving Culture, leading a diverse team, client centric
• Managing risk

Required Qualifications:

• Series 7, 66 and 9/10 is required
• 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

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.

Responsibilities:

• Fosters a client-centric team environment by promoting an effective sales and service strategy and risk management process
• Provides effective coaching and shares constructive feedback to drive operational excellence
• Oversees day-to-day activities and resolves all client issues escalated to leadership
• Communicates effectively, ensuring clean lines of communication with tema and stakeholders to drive achieving goals and managing performance overall

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.

• Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

• 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