The responsibilities of this role include: monthly 1:1 associate coaching to provide an optimal client experience and performance; supervision of day-to-day activities; work with the recruiting team and Division Manager in the hiring and training of new personnel; ensure schedule adherence and proper call management of all team members in relation to the contact center strategy; conduct ongoing training as needed; responsible for molding the behavior and professionalism of all team members; promote work unity improvements to current workflow processes; resolve all client issues that are elevated to supervisory level. Licensing requirements are as follows: Series 7, 66, 9 and 10 or their equivalent.

Working in a retail sales/service environment, the incumbent is responsible for coaching/supervising a team of Financial Solutions Advisors with respect to advice and guidance, achieving goals, and servicing of client accounts.

The responsibilities of this role include:

• Supervise the day-to-day activities of a team of Financial Solutions Advisors

• Advisors reporting to the Team Lead will be sitting within the out-of-footprint Financial Centers

• Deliver core business performance metrics with focus on responsible growth

• Ensure Financial Solutions Advisors deliver a world class consistent client experience and continuously improve client care, conversion and retention

• Deliver the entire Enterprise including investing, banking and lending

• Perform monthly performance reviews of all team members and provide constructive feedback

• Responsible for supervising/reviewing recommendations, trades and trade execution consistent with our investment process

• 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 advisors

• Assist with ongoing BAC/Merrill Lynch product and sales training

Required Qualifications:

• Licensed with the Series 7, 66, 9 & 10 (or equivalents)

• Ability to drive exceptional customer experience

• Detail oriented, with good follow-up skills

• Excellent verbal and written communication skills

• Strong focus on compliance and regulatory standards

• Ability to foster and build relationships

Desired Qualifications:

• Professional designation preferred

• Strong ability to communicate across leadership and to associates

• Ability to effectively manage work load

• Experience and track record of driving teams to achieve KPI's

• Experience delivering managed products

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. Job expectations may include hiring, coaching team members to provide an optimal client experience, supervising day-to-day activities, performing performance reviews, and providing constructive feedback.

Responsibilities:

• Fosters a client-centric team environment by promoting an effective sales and service strategy and risk management process

• Prioritizes employee development by providing effective coaching and sharing constructive feedback to drive operational excellence

• Oversees day-to-day activities and resolves all client issues escalated to leadership

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.

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

Shift:
1st shift (United States of America)

Hours Per Week:
40