Client & Business Manager II

Bank of America; Charleston (SC); On-site; USD 110,000 - 140,000; Full time

Job summary

Bank of America in Charleston, SC seeks a market leader to execute market strategy initiatives, develop the team, and grow the market. You will drive scorecard success, oversee the market business plan, manage financial metrics, ensure client service initiatives, and source talent while developing associates.

The role requires deep Private Bank/Wealth Management experience, strong PowerPoint and Excel skills, and the ability to coach, present, and drive results in a fast-paced environment.

Qualifications

• Minimum of 5 years’ experience in the financial services.
• Private Bank or Wealth Management experience required.
• Well versed in Private Bank capabilities and solutions, industry service practices and trends, online/mobile environment.
• Thorough knowledge of Private Bank/fiduciary client and risk/oversight functions and products.
• Understanding of business strategy.
• Experience managing a team provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Synthesize information effectively to create presentations/documents (PowerPoint and Excel).
• Clear and concise communication, both verbal and written.
• Collaborates effectively with peers and partners.
• Strong negotiation, influencing and conflict management skills.
• Ability to build team culture; collaborative and inclusive.
• Ability to function in a high-paced environment.
• Multi-tasking skills.

Responsibilities

• Enhances the client experience by overseeing the timely resolution of client service issues and driving client satisfaction goals through training and coaching.
• Collaborates with market leadership to create and implement the local market business plan to drive growth and meet scorecard goals.
• Develops, sources, trains, and advances associates for leadership roles and sets service and quality expectations.
• Drives business outcomes and delivers strong results by prioritizing and delegating teamwork for efficiency across lines of business.
• Models and implements risk management and encourages associates to identify and elevate issues.

Job description

Job Description:

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!

Job Description:

This job is responsible for executing market level strategy initiatives established by leadership to serve clients, developing the team, and growing the market. Key responsibilities include driving scorecard success, implementing the market business plan, overseeing financial metrics, ensuring client service initiatives, establishing office routines, sourcing talent, and developing associates. Job expectations include commanding Private Bank tools and resources to deliver timely data and demonstrating professional and technical skills while working with all levels of associates.

Responsibilities:

• Enhances the client experience by overseeing the timely resolution of client service issues, drives client satisfaction goals by training, coaching, and establishing exceptional service standards for the team
• Collaborates with market leadership to help create and implement the local market business plan by establishing strategies to drive growth and meet scorecard goals
• Develops, sources, trains, and shapes associates for advancement into other roles, develops future leaders while establishing service and quality expectations within the team
• Drives business outcomes and delivers strong results by prioritizing, inspecting and delegating teamwork that drives process efficiency and execution across all lines of business
• Models and implements risk management and encourages associates to identify, debate, and elevate issues

Qualifications:

• Minimum of 5 years’ experience in the financial services

• Private Bank or Wealth Management experience required

• Well versed in Private Bank capabilities and solutions, industry service practices and trends, online/mobile environment

• Thorough knowledge of Private Bank/fiduciary client and risk/oversight functions and products

• Understanding of business strategy

• Experience managing a team provides inspection, coaching and feedback to motivate, differentiate and improve performance

• Synthesizes information effectively to create compelling presentations/documents (strong PowerPoint and Excel capabilities)

• Communicates clearly and concisely, both verbally and in writing

• Collaborates effectively with peers and partners

• Strong skill set in negotiation, influencing and conflict management

• Ability to build team culture; is collaborative and inclusive

• Ability to function in a high paced environment

• Multi-tasking skills

Skills:

• Business Acumen
• Business Operations Management
• Coaching
• Customer and Client Focus
• Reporting
• Attention to Detail
• Business Process Analysis
• Continuous Improvement
• Customer Service Management
• Talent Development
• Drives Engagement
• Hiring and Onboarding
• Issue Management
• Process Management
• Risk Management

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40