• Job Description

  Req#: 25025816

  Job Description:

  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

  • 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 Skills:

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

  • 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 Skills:

  • 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:

  Working in a service and sales environment, incumbents are responsible for training, coaching, hiring and supervising a team of associates in the Consumer Investments Solutions & Client Services organization. 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.

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

• About the company

  Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

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