Consumer Investments Market Leader - Greater Michigan

Bank of America•Farmington Hills, MI

2d•Onsite

About The Position

At Bank of America, the Consumer Investments Market Leader manages a team that may include field-based Financial Solutions Advisors. The role drives local strategies and tactics to improve the client experience, deepen and grow relationships, and ensure operational excellence at market and financial center levels. The position works across the organization to build business knowledge and foster one-team partnerships that collectively achieve results. The role may also manage associates and includes responsibilities for promoting inclusion, ensuring process and data excellence, communicating enterprise decisions and strategy, managing risk, coaching and developing people, managing expenses and budgets, building talent strength, and driving business outcomes. The position is based in an organization committed to an in-office culture, with role-specific flexibility determined by responsibilities and business needs.

Requirements

Series 7 and 66 licenses, or ability to obtain required licenses within a specified period.
Supervisory licenses of Series 8, or Series 9 and 10 combined, or Series 4, 24, and 53; alternatively, ability to obtain required licenses within a specified period.
At least 5 years of demonstrated experience with sales or bank operations and building, leading, managing, and coaching a team.
Strong work ethic, self-motivation, and focus on results while acting in the client's best interest.
Ability to collaborate effectively and build and nurture relationships with key partners and clients inside and outside the organization.
Commitment and drive to deliver experiences that improve clients' financial lives.
Ability to identify solutions based on client needs, resolve problems independently, and involve others as appropriate.
Effective and confident communication skills and comfort engaging with all clients.
Ability to learn and adapt to new information and technology platforms.
Strong critical-thinking and problem-solving skills, including appropriate escalation with urgency.
Ability to attract, recruit, and retain an effective sales and operations team.
Ability to manage time and capacity efficiently.
Ability to manage complexity, prioritize, delegate, and execute in a fast-paced environment.
Ability to interpret performance results, identify opportunities, and hold others accountable for results.
Flexibility to work weekends and/or extended hours as needed.
Proficiency with computer skills and professional programs, such as Microsoft Office.
Ability to pass compliance requirements.
High school diploma, GED, secondary school, or equivalent.
Ability to travel as required; amount varies by geography.

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 that were routinely met or exceeded.
Undergraduate college degree.
Prior management experience.

Responsibilities

Champion organizational vision and values, executing consistently to drive business results.
Manage the financial planning and asset-based relationship sales process.
Engage with Financial Center Advisors, coaching them on strategic business drivers and professional growth and development.
Manage sales using growth plans in Sales Force.
Manage effective Financial Center Advisor recruiting strategies.
Administer superior sales supervision and practices in the market.
Model an inclusive environment for employees and clients.
Demonstrate process knowledge, operational excellence, innovation, data-based decision making, and continuous improvement.
Communicate enterprise decisions, purpose, and results, connecting them to team strategy, priorities, and contributions.
Ensure appropriate risk discipline, controls, and culture to identify, escalate, and debate issues.
Provide inspection, coaching, and feedback to motivate, differentiate, and improve performance.
Manage expenses and budgets in alignment with objectives and make sound financial decisions.
Assess talent and build bench strength for roles across the organization.
Deliver results by prioritizing, inspecting, and appropriately delegating team work.
Attract, recruit, and retain an effective sales and operations team.
Interpret performance results, identify opportunities to drive success, and hold others accountable to results.
Follow established processes and guidelines, act in clients' and the bank's best interests, and comply with applicable laws and regulations.
Manage time and capacity, prioritize tasks, delegate, and execute in a fast-paced environment.
Travel as required; travel varies depending on geography.