Client & Business Manager II

Bank of America • Charleston, SC

9d • Onsite

About The Position

At Bank of America, this role executes market-level strategy initiatives established by leadership to serve clients, develop the team, and grow the market. The position drives scorecard success, implements the market business plan, oversees financial metrics, supports client service initiatives, establishes office routines, sources talent, and develops associates. It requires command of Private Bank tools and resources to deliver timely data and professional and technical skills to work with associates at all levels.

The manager enhances the client experience by overseeing the timely resolution of service issues and driving client satisfaction through team training, coaching, and exceptional service standards. In partnership with market leadership, the manager helps create and implement the local market business plan, develops strategies for growth and scorecard goals, and develops associates and future leaders. The role drives business outcomes through prioritization, inspection, delegation, process efficiency, and execution across lines of business, while modeling risk management and encouraging associates to identify, debate, and escalate issues.

Requirements

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

Responsibilities

• Oversee timely resolution of client service issues and drive client satisfaction through training, coaching, and exceptional service standards.
• Collaborate with market leadership to create and implement the local market business plan and strategies for growth and 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 work to improve process efficiency and execution across lines of business.
• Model risk management and encourage associates to identify, debate, and escalate issues.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED