Consumer Investments Market Leader - Private Bank Financial Solutions Advisor - West Region
About The Position
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA. 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! Job Description: 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. Managerial Responsibilities: 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
Requirements
- Has Series 7 and 66.
- Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53, or is able to obtain any/all required licenses within a specified period of time.
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations.
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
- Has 5+ years’ of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team.
- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Applies strong critical thinking and problem-solving skills to meet clients’ needs as well as escalate as needed with sense of urgency.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Can attract, recruit and retain an effective sales and operations team
- Efficiently manages your time and capacity.
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
- Can interpret performance results, find opportunities to drive success and hold others accountable to results.
- Can be flexible to work weekends and/or extended hours as needed.
- Travel required: Will vary depending on geography.
- Is proficient in computer skills and professional programs (example: Microsoft Office).
- Has the ability to pass compliance requirements.
Nice To Haves
- Experience in financial services and knowledge of financial services industry, products and solutions.
- Experience in mortgage, retail or hospitality.
- Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
- Undergraduate college degree.
- Prior management experience.
- Bilingual skills.
Responsibilities
- managing a team that may be composed of field-based Financial Solutions Advisors
- driving local strategies and tactics surrounding the client experience
- deepening and growing relationships
- ensuring operational excellence at the market and financial center levels
- working across the organization to develop business knowledge
- cultivate one team partnership to collectively achieve results
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
