Consumer Investments (CI) Preferred Banking Specialist Team Manager

Bank of America; Fort Worth (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America seeks a Consumer Investments Preferred Banking Specialist Team Manager to lead and supervise associates in delivering exceptional client service. This role emphasizes coaching, performance management, and inclusive leadership, ensuring that team members are supported and developed in their careers. The ideal candidate will thrive in managing day-to-day operations while focusing on team performance and client satisfaction.

Qualifications

• Demonstrated coaching and training experience.
• Strong skills in customer service management.
• Ability to foster inclusive workplace culture.

Responsibilities

• Manage daily activities of Consumer Investments associates.
• Supervise non-registered associates and ensure schedule adherence.
• Deliver performance metrics focused on responsible growth.

Skills

Coaching

Customer Service Management

Decision Making

Analytical Thinking

Risk Management

Talent Development

Inclusive Leadership

Performance Management

Active Listening

Issue Management

Job description

Consumer Investments (CI) Preferred Banking Specialist Team Manager page is loaded

Consumer Investments (CI) Preferred Banking Specialist Team Manager

Apply locations Fort Worth time type Full time posted on Posted 11 Days Ago job requisition id 25024653

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 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!

This position will manage the day-to-day activities of Consumer Investments associates. A team that helps Consumer Investment clients with the breadth of solutions that the bank offers to help achieve financial goals. Working in a service and sales environment, incumbents are responsible for training, coaching, hiring, and supervising a team of associates aligned to the Consumer Investments Client Services Organization.

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

This position will manage the day-to-day activities of Consumer Investments associates. A team that helps Consumer Investment clients with the breadth of solutions that the bank offers to help achieve financial goals. Working in a service and sales environment, incumbents are responsible for training, coaching, hiring, and supervising a team of associates aligned to the Consumer Investments Client Services Organization.

• Supervise the day-to-day activities of a team of non-registered associates
• Ensure schedule adherence and proper call management of all team members in relation to the contact center strategy
• Deliver core business scorecard/performance metrics with focus on responsible growth
• Ensure associates deliver a world class consistent client experience
• Perform monthly performance reviews of all team members and provide constructive feedback
• Responsible for supervising/reviewing recommendations
• Source and cultivate talent pipelines with a strong focus and ability to coach and develop advisors
• Work with the Division and Performance Manager in the hiring and training of new teammates
• Assist with ongoing banking product fulfillment and service training

Required Qualifications

• Coaching
• Customer Service Management
• Customer and Client Focus
• Issue Management
• Performance Management
• Active Listening
• Decision Making
• Inclusive Leadership
• Talent Development
• Analytical Thinking
• Drives Engagement
• Hiring and Onboarding
• Process Performance Measurement
• Risk Management

Enterprise Job Description:
This role is responsible for providing subject matter expertise across a wealth management operations team, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries/escalations/ approvals, and team supervision to ensure processes are executed correctly. The team lead should escalate issues to the team manager when necessary. Individuals should have deep knowledge of all key functions supported.

Shift:

1st shift (United States of America)

Hours Per Week:

40

About Us

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

Regardless of the position you are interested in, the starting points to building your resume are the same:
1.Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
2.Think about why you can do the job and make a list of your skills that are relative to the job.
3.Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4.Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume
•Do be brief. Resumes should be 1-2 pages in length.
•Do be upbeat and active in your wording.
•Do emphasize what you have done clearly and concretely.
•Do be neat and well organized.
•Do have others proofread and critique your resume. Spell check. Make it error free.
•Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.
•Don't be dishonest, always tell the truth about yourself in the most flattering light.
•Don't include salary history or requirements.
•Don't include references.
•Don't include accomplishments that do not support your professional goals.
• Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)
•Don't use italics, underlining, shadows or other fancy treatments.

Seven steps to a successful interview
1.Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
2.Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
3.Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
4.Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
5.Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
6.Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
7.Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.