Client Management Exec

Bank of America•Princeton, FL

15h•Onsite

About The Position

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for executing the operational efficiency of the market, execution of strategic initiatives and ensuring the Private Bank client experience. Key responsibilities include driving risk management and oversight, implementing and monitoring processes for the market, serving as the liaison to business partners, and sourcing, managing, and developing associates. Job expectations include an understanding of enterprise tools, resources and partners to deliver timely data and demonstrating professional and technical skills to build, manage and develop high functioning teams.

Requirements

Well versed in Private Bank capabilities and solutions, industry service practices and trends and online/mobile environment
Thorough knowledge of Private Bank/fiduciary client and risk/oversight functions and products
Deep understanding of business strategy
Synthesizes information effectively to create compelling presentations/documents (strong PowerPoint and Excel capabilities)
Collaborates effectively with peers and partners
Strong skill set in negotiation, influencing and conflict management
Experienced with both quantitative and qualitative analysis; ability to leverage data to inform sound judgment and business decisions
Client-centric mindset; looks at all sides of an issue with the client's lens at the forefront
Effectively balances growth focus with strong risk management mindset
High capacity executer with the ability to drive results and routines and hold others accountable
Demonstrated ability to attract, develop, coach and retain top/high performing talent
Gains followership from reports and credibility across client teams
Builds a team culture; is collaborative and inclusive
Experience managing a sizable team

Nice To Haves

Series 7, 63 and 24

Responsibilities

Ensures a client centric culture, resolves all service issues, and sets client satisfaction expectations for the team by training, coaching, and establishing service standards
Understands and implements the market business plan by establishing appropriate strategies to drive market growth, and delivers on enterprise mandates and initiatives
Develops, trains, and shapes associates for advancement into other roles, supports the development of future leaders while establishing service and quality expectations
Acts as the liaison for the market to other business leaders and partners by ensuring the market is delivering on enterprise initiatives and is aligned to the organization as a whole
Collaborates with local leadership to ensure adherence to risk management policies and standards as well as budgeting and financial oversight
Encourages associates to identify, debate and escalate issues, and establishes and models appropriate risk mitigation procedures
Models an inclusive environment for employees and clients, aligned to company Great Place to Work 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.