Consumer Investments Team Manager

Bank of America•Jacksonville, FL

10d•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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Requirements

Series 7, 66 required (or their equivalent) at hire.
Series 9/10 required in 90 days.
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

Overseeing employees within Consumer Investments Solutions and Client Services.
Ensuring schedule adherence and proper call management of all team members in relation to the contact center strategy.
Promoting work unity improvements to workflow processes.
Resolving client issues that are elevated to the supervisory level.
Development and achievement of your team of registered representatives (Investment Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization.
Coach, motivate and supervise your team as they grow client relationships through understanding needs and presenting investment solutions from Consumer Investments Solutions & Client Services, Merrill and Bank of America.
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.
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 team and stakeholders to drive achieving goals and managing performance overall.
Creates an inclusive team where members are treated fairly and respectfully.
Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
Leads and encourages the identification, escalation and resolution of potential risks.
Knows and develops team members through coaching and feedback.
Manages expenses and demonstrates an owner’s mindset.
Recruits, on-boards and develops talent, and supports talent mobility for career growth.
Delivers results through effective team management, structure, and routines.