Employee Banking & Investments - Performance Manager

Bank of America • San Diego, CA

7d • $140,300 - $177,400 • Onsite

About The Position

The Unregistered Performance Manager (PM) will work closely with Division Managers (DM) and Market Leaders (ML) to ensure effective development and execution of local strategies and tactics that drive Employee Banking and Investing. The PM creates customer-driven plans to achieve and exceed region objectives. In this role, PM’s will provide timely feedback to ML's, Regional Exec (RE) and Performance Executive (PE) on performance and channel strategy opportunities related to the enterprise impacts of the business. PM is responsible to improve sales force effectiveness and productivity by coaching ML's on using talent analytics, top talent retention and partner integration (for example, a PM will analyze a ML's market and identify skill/performance gaps and recommend actions steps/share best practices on how to solve the issue). The PM will ensure adherence of the sales force to regulatory, policies and procedures. PM’s conduct in-market visits with DM’s/ML's to role model effective routines/behaviors and provide coaching to improve skill set. The PM is responsible to deliver and implement strategies and initiatives to drive partner integration in daily practice. PMs provide voice of associate for initiatives and incremental learning/development activities to support client management and deepening.

Requirements

• 3+ years leading, coaching, and managing high performing sales teams within the financial services industry
• Proven ability to drive integration across products and drive results through superior delivery and sales management
• Experience influencing market or region level leaders
• Proactively builds trusted relationships with key partners/clients
• Ability to be a change agent and work in a fast paced environment
• Experience in building effective client minded sales strategies which impact the business line
• Projects enthusiasm, optimism, and determination
• Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
• High School Diploma / GED / Secondary School or equivalent

Nice To Haves

• Financial Center Channel Experience
• GWIM, Preferred or Small Business Banking Experience
• Experience interacting with and/or influencing market or region level leaders
• Bachelor's degree or equivalent experience

Responsibilities

• Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams, especially Consumer Banking and Workplace Benefits
• Monitor EBI sales reporting and identify gaps/opportunities
• Support effective on-boarding, training, and continuing education of unregistered sales associates.
• Drive the adoption and execution of client relationship process, including sales playbook and lead management to achieve region goals while ensuring compliance with regulatory, policies and procedures
• Support the team in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms
• Drive metrics and targets related to client experience, productivity, number of new relationships, revenue growth, leadership behaviors & teamwork, partnership ability & managing by influence
• Lead and develop program initiatives relating to partners and process evolution

Benefits

• Access to paid time off
• Resources and support to our employees
• Discretionary incentive eligible
• Annual discretionary award based on individual performance, line of business performance, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED