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This job is responsible for managing a team that may be composed of field-based Financial Solutions Advisors. Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels. Job expectations include working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results.
• Champions organizational vision and values executing consistently to drive business results
• Manages the financial planning and asset-based relationship sales process
• Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development
• Manages sales using growth plans in Sales Force
• Manages effective Financial Center Advisor recruiting strategies
• Administers superior sales supervision and practices in the market
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.
• Models an inclusive environment for employees and clients, aligned to company D&I goals
• Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement
• Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions
• Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues
• Provides inspection, coaching and feedback to motivate, differentiate and improve performance
• Actively manages expenses and budgets in alignment with objectives, making sound financial decisions
• Assesses talent and builds bench strength for roles across the organization
• Delivers results by effectively prioritizing, inspecting and appropriately delegating team work
• Risk Management
• Leadership Development
• Coaching
• Customer and Client Focus
• Talent Development
• Sales Performance Management
• Business Operations Management
• Customer Service Management
• Decision Making
• Executive Presence
• Performance Management
• Recruiting
• Process Performance Management
• Critical Thinking
• Result Orientation
Required Qualifications:
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