Consumer Investments Team Manager

Bank of America; Jacksonville (FL); On-site; USD 95,000 - 140,000; Full time

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 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. A licensed, registered Team Manager is responsible for the development and achievement of your team of registered representatives (Investment Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization.

Responsibilities

• 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

• 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

• 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

• You will be required to have your Series 7 & 66, 9&10 (or equivalents)

• Participate in foundational management training, leadership rotations and in-depth role-specific training

• Availability to provide coverage during weekends and/or extended hours as required to operate the business

• 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

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 prioritise

• Strong communication skills (verbal, non-verbal, and written) and active listening skills

• Driving Culture, leading a diverse team, client centric

• Managing risk

Availability to work weekends and/or extended hours as required to operate the business

Required Qualifications

• 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

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 organisational and teamwork skills

• Knowledge of Consumer Investments and Merrill systems and clients a plus

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.

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40