Client & Business Manager II

Bank of America•Charleston, SC

10d•Onsite

About The Position

At Bank of America, the Client & Business Manager II supports the company’s purpose of improving financial lives through connections and its commitment to Responsible Growth. The company emphasizes an inclusive, caring workplace, career development, and teammate wellness. It maintains an in-office culture to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This role executes market-level strategy initiatives established by leadership to serve clients, develop the team, and grow the market. The manager drives scorecard success, implements the market business plan, oversees financial metrics, ensures client service initiatives, establishes office routines, sources talent, and develops associates. The role uses Private Bank tools and resources to provide timely data and applies professional and technical skills while working with associates at all levels.

Requirements

At least 5 years of experience in financial services.
Private Bank or Wealth Management experience.
Well versed in Private Bank capabilities and solutions, industry service practices and trends, and the online/mobile environment.
Thorough knowledge of Private Bank/fiduciary clients, risk and oversight functions, and products.
Understanding of business strategy.
Experience managing a team, including inspection, coaching, and feedback to motivate, differentiate, and improve performance.
Ability to synthesize information and create compelling presentations and documents; strong PowerPoint and Excel capabilities.
Clear and concise verbal and written communication skills.
Ability to collaborate effectively with peers and partners.
Strong negotiation, influencing, and conflict management skills.
Ability to build a collaborative and inclusive team culture.
Ability to function in a fast-paced environment and multitask.
High school diploma, GED, secondary school qualification, or equivalent.

Responsibilities

Oversee timely resolution of client service issues, train and coach the team, and establish exceptional service standards to improve client experience and satisfaction.
Collaborate with market leadership to create and implement the local market business plan, including strategies to drive growth and meet scorecard goals.
Develop, source, train, and prepare associates for advancement; develop future leaders and establish service and quality expectations.
Drive business outcomes by prioritizing, inspecting, and delegating teamwork to improve process efficiency and execution across lines of business.
Model and implement risk management practices and encourage associates to identify, debate, and escalate issues.