Consumer Investments Registered Team Manager

Bank of America; Chandler (AZ); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a dynamic Registered Team Manager to lead a dedicated team of financial specialists. This pivotal role focuses on enhancing client relationships and ensuring exceptional service delivery. You will coach and motivate your team while managing risks and compliance standards. The ideal candidate will possess strong analytical and communication skills, with a proven track record in client experience management. Join a forward-thinking company that values inclusivity and professional growth, and make a meaningful impact in the financial services sector.

Qualifications

• Proven ability to manage risk and deliver exceptional client experiences.
• Strong communication and analytical skills crucial for team management.
• Experience in coaching and developing a diverse team of financial specialists.

Responsibilities

• Lead and develop a team of registered representatives in client services.
• Ensure compliance with regulatory standards and manage daily operations.
• Deliver exceptional customer experiences and resolve elevated client issues.

Skills

Coaching

Relationship Building

Analytical Skills

Communication Skills

Client Experience Management

Risk Management

Sales Performance Management

Education

Series 7 License

Series 66 License

Series 9/10 License

Job description

Consumer Investments Registered Team Manager page is loaded

Consumer Investments Registered Team Manager

Apply locations Chandler time type Full time posted on Posted Yesterday job requisition id 25020442

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!

The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Dallas Fort Worth TX, Charlotte NC, Jacksonville FL, and Pennington, NJ and is the primary service provider for Consumer Investments Solutions. The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, managed products, account maintenance and online access and navigation inquiries. The Registered Team Manager is a key role in Consumer Investments Client Services, leading our Senior Investment Specialists and our Financial Service Representatives to provide exceptional service to our over 1.4M clients. Team managers are responsible for the day-to-day performance of the Financial Service Team, monitoring and providing coaching and motivation to associates to ensure they provide clients with a positive experience with the Investment Center.

Job Description:
A Registered Team Manager is responsible for the development and achievement of your team of registered representatives (Senior Investment Specialists) and unlicensed representatives (Financial Services Representatives) in the Consumer Investments Client Services organization.

Responsibilities:

• Coach, motivate and supervise your team as they grow client relationships through understanding needs and presenting additional solutions from Consumer Investment Client Services, Merrill and Bank of America
• 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
• Manage the daily operation of the team to include their efficiency and productivity to ensure we are available for our clients
• 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 gro
• You will be required to earn your Series 7 & 66, 9&10 (or equivalents) within 120 days of hire
• Participate in foundational management training, leadership rotations and in-depth role-specific training as needed

The skills you bring to the role:

• You are able to understand investments and assist associates and customers with their financial needs
• Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems
• Focus on building relationships with teammates
• Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize
• Strong communication skills (verbal, non-verbal, and written) and active listening skills
• Availability to work weekends and/or extended hours as required to operate the business
• Driving Culture, leading a diverse team, client centric
• Managing risk

Required Qualifications:

• Series 7, 66 and 9/10 is required
• 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

Desired Qualifications:

• 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

Enterprise Job Description:
This job is responsible for overseeing employees within Consumer Investments Solutions and Client Services. Key responsibilities include 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, and resolving client issues that are elevated to the supervisory level.

Responsibilities:

• 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 tema and stakeholders to drive achieving goals and managing performance overall

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.

• Diversity & 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.

Skills:

• Recruiting
• Relationship Building
• Sales Performance Management
• Sales Strategy
• Strategic Thinking
• Account Management
• Client Experience Branding
• Executive Presence
• Performance Management
• Talent Development
• Customer Experience Improvement
• Decision Making
• Drives Engagement
• Leadership Development
• Workforce Planning

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.