Consumer Investments Registered Team Manager

Bank of America•Fort Worth, TX

6d•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! The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Dallas Fort Worth TX, Charlotte NC, Jacksonville FL, and Pennington, NJ and is the primary service provider for Consumer Investments Solutions. The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, managed products, account maintenance and online access and navigation inquiries. The Registered Team Manager is a key role in Consumer Investments Client Services, leading our Senior Investment Specialists and our Financial Service Representatives to provide exceptional service to our over 1.4M clients. Team managers are responsible for the day-to-day performance of the Financial Service Team, monitoring and providing coaching and motivation to associates to ensure they provide clients with a positive experience with the Investment Center. Job Description: A Registered Team Manager is responsible for the development and achievement of your team of registered representatives (Senior Investment Specialists) and unlicensed representatives (Financial Services Representatives) in the Consumer Investments Client Services organization.

Requirements

You are able to understand investments and assist associates and customers with their financial needs
Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems
Focus on building relationships with teammates
Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Availability to work weekends and/or extended hours as required to operate the business
Driving Culture, leading a diverse team, client centric
Managing risk
Series 7, 66 and 9/10 is required
Ability to understand investments and assist associates and clients with their financial needs
Focus on building relationships with teammates
Analytical ability with ability to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Drive culture, leading a diverse client centric team
Proven ability to manage risk - must utilize sound judgment to make business decision for shareholders and clients
Must be client and associate focused
Proven ability to coach and motivate others
Lives the Bank of America Core Values: delivers for clients and shareholders, embraces the power of our people, acts responsibly and promotes opportunity

Nice To Haves

Capable of effectively coaching and mentoring team to meet metrics
Ability to effectively manage workload in a fast-paced environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi-tasking and working efficiently under stress and high volume
Strong organizational and teamwork skills
Knowledge of Consumer Investments and Merrill systems and clients a plus

Responsibilities

Coach, motivate and supervise your team as they grow client relationships through understanding needs and presenting additional solutions from Consumer Investment Client Services, Merrill and Bank of America
You will deliver exceptional customer experiences by resolving all elevated client issues and teaching client ownership by example
Develop your team through side-by-side coaching, relationship building, call review, consistent coaching and mentoring
Manage the daily operation of the team to include their efficiency and productivity to ensure we are available for our clients
Sharpen your focus on compliance and regulatory standards: actively managing risk – reviewing sales practices, trades, communication and all faucets of team activity to ensure responsible gro
You will be required to earn your Series 7 & 66, 9&10 (or equivalents) within 120 days of hire
Participate in foundational management training, leadership rotations and in-depth role-specific training as needed
Fosters a client-centric team environment by promoting an effective sales and service strategy and risk management process
Provides effective coaching and shares constructive feedback to drive operational excellence
Oversees day-to-day activities and resolves all client issues escalated to leadership
Communicates effectively, ensuring clean lines of communication with tema and stakeholders to drive achieving goals and managing performance overall