Finding the best job has never been easier
Share
The CBM II is responsible for the performance and talent management of sales, investment, and/or fiduciary support associates in their Private Bank market. As such, this role is also responsible for ensuring the markets delivery of the client service experience. Will also drive execution of strategic initiatives, risk management and oversight, and client and business management functions across the market. May also have ownership of budget/financial management, personnel processes, client service processes and events.
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.
Client Service Experience
Execute at-risk and client retention process
Drives the client experience including ownership of client issues, client satisfaction and delivery of Private Bank full capabilities
Drive execution of Market level Client Advisory Councils
Risk Management
Work with key partners to mitigate fraud and service risk
Drive understanding & adherence to policy & procedures across market
SIAI - Proactive identification and resolution of issues
Manage client compliant process
Strategic Execution and Initiative Planning
Develops market-level strategy/business review presentations
Drives execution of business initiatives across market
Owns market-wide communication strategy
Business Management & Reporting
Drives MMT leadership and market-level business routines
Partner with Finance on budgetary and expense management
Partner with Corporate Workplace on space planning and office needs
Ensure completion of all administrative functions across market
Drives process efficiency and execution across market (all disciplines) to increase ease of doing business
Business performance tracking across key metrics
Compensation tracking & reporting (including AGA execution)
Oversee coordination of Business Continuity plans and activities
Coordinate training participation of client teams
Oversight and Administration
Owns key oversight functions such as KYC’s, Money Movement, account opening, Disc Distributions, Asset Allocation Monitoring, Reg 9, Investment Policy Statements and ARQs
Coordinate risk/oversight priorities across the market
Ensures market completion of mandatory training
Desired Skills:
Well versed in Private Bank capabilities and solutions, industry service practices and trends, online/mobile environment
Thorough knowledge of Private Bank/fiduciary client and risk/oversight functions and products
Understanding of business strategy
BA/BS degree or equivalent experience preferred
Required Skills:
Synthesizes information effectively to create compellingpresentations/documents(strong PowerPoint and Excel capabilities)
Communicates clearly and concisely, both verbally and in writing
Collaborates effectively with peers and partners
Strong skill set in negotiation, influencing and conflict management
Demonstrated ability to attract, manage, develop, coach and retain top/high performing talent
Ability to gain followership from reports and credibility across client teams
Ability to builds a team culture; is collaborative and inclusive
Skills:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit