Experience Inc. Jobs

Consumer Investments Team Manager

Chandler, Arizona

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 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 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

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

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 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 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

Additional Skills Used:

• 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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.