Consumer Investments Market Leader - Greater KC

Bank of America•Kansas City, KS

6d•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 for client experience, relationship growth, and operational excellence at the market and financial center levels. It works across the organization to build business knowledge and foster one-team partnerships to achieve results. The position may also include responsibility for managing associates. Managers at this level are expected to foster an inclusive environment; demonstrate process knowledge, operational excellence, and data-based decision-making; communicate enterprise decisions and connect them to team priorities; maintain risk discipline and controls; coach and provide feedback; manage expenses and budgets; develop organizational talent; and deliver business outcomes through prioritization, inspection, and delegation. Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. Travel varies by geography. The position is 1st shift and 40 hours per week.

Requirements

Series 7 and 66 licenses, or ability to obtain all required licenses within a specified period.
Supervisory license Series 8, or Series 9 and 10 combined, or Series 4, 24, and 53; alternatively, ability to obtain all 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 and focus on results, acting in the best interest of the client.
Ability to collaborate effectively and build and nurture strong relationships with key partners and clients across and outside organizations.
Commitment and drive to deliver an experience that improves clients’ financial lives.
Ability to identify client solutions based on needs and resolve problems independently or involve others as needed.
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 escalating issues as needed with urgency.
Ability to follow established processes and guidelines, act in clients’ and the bank’s best interests, and comply with applicable laws and regulations.
Ability to manage time and capacity efficiently; manage complexity; prioritize, delegate, and execute in a fast-paced environment.
Flexibility to work weekends and/or extended hours as needed.
Proficiency in computer skills and professional programs such as Microsoft Office.
Ability to pass compliance requirements.
High school diploma, GED, secondary school, or equivalent.
Ability to work 40 hours per week on 1st shift.

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 while executing consistently to drive business results.
Manage the financial planning and asset-based relationship sales process.
Engage with Financial Center Advisors and coach 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, simplicity, 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 for results.
Travel as required; travel varies depending on geography.