Consumer Investments Senior Associate - Manager in Training

Bank of America•Chandler, AZ

21d•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 goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, account maintenance and online access and navigation inquiries. The Manager in Training is a key role in Consumer Investments Client Services to acquire licensing and skills to prepare to lead a team of our Financial Service Representatives and provide exceptional service to our clients. Manger in Training will be responsible for obtaining 9 and 10 through half day dedicated study time and support Sr. Leader initiatives while gaining additional on the job skills. Enterprise Job Description: Working in a sales and service environment, incumbents are responsible for assisting team managers with coaching and supervising a team of employees in the Consumer Investments Solutions & Client Services organization. They act as a subject matter expert and peer coach, sharing best practices to help improve customer satisfaction levels, productivity and asset growth. Recommends process improvements. Become a licensed, registered Manager in Training responsible for the development and achievement of your team in the Consumer Investments Client Services organization.

Requirements

Series SIE, 7, 66, 9 & 10 required to obtain within 210 days of hire
If already have Series 7 & 66 then 9 & 10 will be required within 120 days hire
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
Collaborates effectively to get things done, building, and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
For internal employees; participation in a work from home posture does not make you ineligible to post

Responsibilities

Successfully obtain Series 7, 66, 9 & 10 Licenses
Coach, motivate, supervise or support the broader business and teams
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
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 growth
Participate in foundational management training, leadership rotations and in-depth role-specific training

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