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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:
High School Diploma / GED / Secondary School or equivalent
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