Consumer Investments Performance Executive

Bank of America•Lincoln, NE

2d•Onsite

About The Position

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! Create competitive strategies and plans to achieve and exceed centralized division objectives. Provide timely feedback to Division Executive on Performance, Finance Plan, Revenue, Client Experience, Channel strategy and segment opportunities. Analyze and share trends to identify opportunities to acquire, deepen and retain client relationships. Manage team of Performance Managers to continuously drive high quality customer experience and consistent execution of client relationship care. Improve workforce effectiveness, efficiency and productivity by applying analytics to performance management. Work closely with support partners, to provide necessary LOB feedback, associate feedback and customer insights on messages, offers, and collateral to improve awareness of offerings and elevate the client experience. The Performance Executive will provide regulatory supervision for dual-employee teams so must be Supervisory Licensed: Series 7, 66, 9 & 10 or equivalent.

Requirements

Minimum of 5+ years band 4 experience or higher
Series 7, 66, 9 & 10 or equivalent
Attention to Detail
Critical Thinking
Customer and Client Focus
Verbal Communications
Prioritization
Active Listening
Decision Making
Emotional Intelligence
Result Orientation
Written Communications
Adaptability
Coaching
Understand finance plan and how we generate revenue within the CI business
Ability to influence with impact
Proven track record of performance success
Enterprise leader
High School Diploma / GED / Secondary School or equivalent.

Nice To Haves

Centralized/Home Office experience preferred
Bachelor’s Degree or equivalent work experience preferred.

Responsibilities

Create competitive strategies and plans to achieve and exceed centralized division objectives.
Provide timely feedback to Division Executive on Performance, Finance Plan, Revenue, Client Experience, Channel strategy and segment opportunities.
Analyze and share trends to identify opportunities to acquire, deepen and retain client relationships.
Manage team of Performance Managers to continuously drive high quality customer experience and consistent execution of client relationship care.
Improve workforce effectiveness, efficiency and productivity by applying analytics to performance management.
Work closely with support partners, to provide necessary LOB feedback, associate feedback and customer insights on messages, offers, and collateral to improve awareness of offerings and elevate the client experience.
Provide regulatory supervision for dual-employee teams so must be Supervisory Licensed: Series 7, 66, 9 & 10 or equivalent.
Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
Efficiently allocates and manages resources across the organization to drive short and long term profitability.
Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.