Consumer Investments Market Leader - Expansion Region - Cleveland Market

Bank of America•Pepper Pike, OH

22h•Onsite

About The Position

At Bank of America, the common purpose is to help make financial lives better through the power of every connection, achieved by driving Responsible Growth and delivering for clients, teammates, communities, and shareholders. Being a Great Place to Work is central to Responsible Growth, encompassing an inclusive workplace, attracting and developing exceptional talent, supporting teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in communities. Bank of America maintains an in-office culture with specific attendance requirements, allowing for appropriate flexibility based on role-specific considerations. This role offers opportunities to build a successful career with learning, growth, and impact. The job involves managing a team of field-based Financial Solutions Advisors, driving local strategies for client experience, deepening and growing relationships, and ensuring operational excellence at market and financial center levels. Expectations include collaborating across the organization to develop business knowledge and foster a unified partnership to achieve collective results.

Requirements

Has Series 7 and 66, or is able to obtain any/all required licenses within a specified period of time
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
5+ years' of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team
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
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
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills: Coaching
Skills: Customer and Client Focus
Skills: Leadership Development
Skills: Risk Management
Skills: Talent Development
Skills: Business Operations Management
Skills: Customer Service Management
Skills: Decision Making
Skills: Executive Presence
Skills: Sales Performance Management
Skills: Critical Thinking
Skills: Performance Management
Skills: Process Performance Management
Skills: Recruiting
Skills: Result Orientation

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

Responsibilities

Champions organizational vision and values executing consistently to drive business results
Manages the financial planning and asset-based relationship sales process
Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development
Manages sales using growth plans in Sales Force
Manages effective Financial Center Advisor recruiting strategies
Administers superior sales supervision and practices in the market
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