Consumer Investments Market Leader - Greater KC

Bank of America • Kansas City, MO

2d • Onsite

About The Position

At Bank of America, this role manages a team that may include field-based Financial Solutions Advisors. The Market Leader drives local strategies and tactics for client experience, relationship growth, and operational excellence at the market and financial center levels. The role works across the organization to develop business knowledge and foster one-team partnerships to achieve results.

The position manages financial planning and asset-based relationship sales, coaches Financial Center Advisors, oversees recruiting and sales supervision, and uses growth plans in Sales Force. It may also include associate-management responsibilities such as inclusion, process and data management, enterprise communication, risk discipline, coaching, financial stewardship, talent development, and delivery of business outcomes.

Requirements

• Series 7 and 66 licenses, or ability to obtain all required licenses within a specified period.
• Supervisory license 8, or licenses 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 across and outside organizations.
• Commitment and drive to improve clients' financial lives.
• Ability to identify client solutions based on needs, resolve problems independently, and involve others when needed.
• Effective and confident communication 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 escalating issues with a sense of urgency.
• Ability to follow established processes and guidelines, act in the best interests of clients and the bank, and comply with applicable laws and regulations.
• Ability to manage time and capacity efficiently.
• Ability to manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
• Flexibility to work weekends and/or extended hours as needed.
• Travel requirements vary depending on geography.
• Proficiency with computer skills and professional programs, such as Microsoft Office.
• Ability to pass compliance requirements.
• High school diploma, GED, secondary school, or equivalent.
• 40 hours per week.

Nice To Haves

• Experience in financial services and knowledge of the 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 to drive business results consistently.
• 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 aligned with company Great Place to Work goals.
• Demonstrate process knowledge, operational excellence, innovation, data-based decision-making, simplicity, and continuous improvement.
• Communicate enterprise decisions, purpose, and results, and connect 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 business outcomes 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.

What This Job Offers

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