Consumer Investments Team Manager
Company: Disability Solutions
Location: Chandler
Posted on: September 1, 2024
|
|
|
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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day. One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!The Investment Center is a multi-site service
center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL,
Hunt Valley MD and 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, account maintenance and online access and navigation
inquiries. The Team Manager is a key role in Consumer Investments
Client Services, leading 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:Become a
licensed, registered Team Manager 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 AmericaYou will
deliver exceptional customer experiences by resolving all elevated
client issues and teaching client ownership by exampleDevelop your
team through side-by-side coaching, relationship building, call
review, consistent coaching and mentoringSharpen your focus on
compliance and regulatory standards: actively managing risk -
reviewing sales practices, trades, communication and all faucets of
team activity to ensure responsible growthYou will be required to
earn your Series 7 & 66, 9&10 (or equivalents) within 120 days
of hireParticipate in foundational management training, leadership
rotations and in-depth role-specific trainingAvailability to
provide coverage during weekends and/or extended hours as required
to operate the businessThe skills you bring to the role:You are
able to understand investments and assist associates and customers
with their financial needsAble to act as an ambassador for our
clients with a proven ability to deliver world-class client
experience and independently solve problemsFocus on building
relationships with teammatesAnalytical ability with strong
organizational skills; able to manage multiple responsibilities and
prioritizeStrong communication skills (verbal, non-verbal, and
written) and active listening skillsAvailability to work weekends
and/or extended hours as required to operate the businessDriving
Culture, leading a diverse team, client centricManaging
riskRequired Qualifications:--- Series 7, 66 required (or their
equivalent) at hire--- Series 9/10 is required (or their
equivalent) within 120 days of hire--- 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
opportunityDesired 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 plusAdditional Skills Used:
Keywords: Disability Solutions, Chandler , Consumer Investments Team Manager, Executive , Chandler, Arizona
|
Click
here to apply!
|
