Consumer Investments Market Leader – Greater Bay Area Region

Job Description:

Please Note: This requisition contains multiple locations; however, immediate openings may not be available at each location.

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!

Job Description:

This job is responsible for managing a team that may be composed of field-based Financial Solutions Advisors. Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels. Job expectations include working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results.

Responsibilities:

• Champions organizational vision and values executing consistently to drive business results.
• Manages the financial planning and asset-based relationship sales process.
• Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development.
• Manages sales using growth plans in Sales Force.
• Manages effective Financial Center Advisor recruiting strategies .
• Administers superior sales supervision and practices in the market.

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.
• Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
• Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
• Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
• Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
• Assesses talent and builds bench strength for roles across the organization.
• Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Qualifications:

• Has Series 7 and 66, or is able to obtain any/all required licenses within a specified period of time.
• Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53, or is able to obtain any/all required licenses within a specified period of time.
• 5+ years’ of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs as well as escalate as needed with sense of urgency.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Can attract, recruit and retain an effective sales and operations team.
• Efficiently manages your time and capacity.
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
• Can interpret performance results, find opportunities to drive success and hold others accountable to results.
• Can be flexible to work weekends and/or extended hours as needed.
• Travel required: Will vary depending on geography.
• Is proficient in computer skills and professional programs (example: Microsoft Office).
• Has the ability to pass compliance requirements.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.
• Experience in mortgage, retail or hospitality.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
• Undergraduate college degree.
• Prior management experience.
• Bilingual skills.

Skills:

• Risk Management
• Leadership Development
• Coaching
• Customer and Client Focus
• Talent Development
• Sales Performance Management
• Business Operations Management
• Customer Service Management
• Decision Making
• Executive Presence
• Performance Management
• Recruiting
• Process Performance Management
• Critical Thinking
• Result Orientation

Minimum education requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US – CA – San Francisco – 315 Montgomery St – 315 Montgomery (CA5704), US – CA – San Jose – 560 S WINCHESTER BLVD (CA3512)

Pay and benefits information

Pay range

$126,200.00 – $169,400.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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