Consumer Investments Registered Team Manager

Investment Center Registered Team Manager

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Dallas Fort Worth TX, Charlotte NC, Jacksonville FL, and Pennington, NJ and is the primary service provider for Consumer Investments Solutions. The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, managed products, account maintenance and online access and navigation inquiries. The Registered Team Manager is a key role in Consumer Investments Client Services, leading our Senior Investment Specialists and our Financial Service Representatives to provide exceptional service to our over 1.4M clients. Team managers are responsible for the day-to-day performance of the Financial Service Team, monitoring and providing coaching and motivation to associates to ensure they provide clients with a positive experience with the Investment Center.

A Registered Team Manager is responsible for the development and achievement of your team of registered representatives (Senior Investment Specialists) and unlicensed representatives (Financial Service Representatives) in the Consumer Investments Client Services organization.

Responsibilities :

• 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 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 as needed

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

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 team and stakeholders to drive achieving goals and managing performance overall

Managerial Responsibilities :

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

Shift : 1st shift (United States of America)

Hours Per Week : 40