Consumer Investments Market Leader - San Jose MarketAt 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!
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 resultsManages the financial planning and asset-based relationship sales processEngages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and developmentManages sales using growth plans in Sales ForceManages effective Financial Center Advisor recruiting strategiesAdministers superior sales supervision and practices in the marketManagerial 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.
Models an inclusive environment for employees and clients, aligned to company D&I goalsDemonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvementCommunicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributionsEnsures proper risk discipline, controls and culture are in place to identify, escalate and debate issuesProvides inspection, coaching and feedback to motivate, differentiate and improve performanceActively manages expenses and budgets in alignment with objectives, making sound financial decisionsAssesses talent and builds bench strength for roles across the organizationDelivers results by effectively prioritizing, inspecting and appropriately delegating team workRequired Qualifications: Has Series 7 and 66, or is able to obtain any/all required licenses within a specified period of timeHas 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 time5+ years' of demonstrated experience with sales/bank operations and building, leading, managing and coaching a teamEnthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the clientCollaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizationsDisplays passion, commitment and drive to deliver an experience that improves our clients' financial livesConfident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as neededCommunicates effectively and confidently and is comfortable engaging all clientsAbility to learn and adapt to new information and technology platformsApplies strong critical thinking and problem-solving skills to meet clients' needs as well as escalate as needed with sense of urgencyWill follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsCan attract, recruit and retain an effective sales and operations teamEfficiently manages your time and capacityCan manage complexity, prioritize tasks, delegate and execute in a fast-paced environmentCan interpret performance results, find opportunities to drive success and hold others accountable to resultsCan be flexible to work weekends and/or extended hours as neededTravel required: Will vary depending on geographyIs proficient in computer skills and professional programs (example: Microsoft Office)Has the ability to pass compliance requirementsDesired Qualifications: Prefer fully licensed candidatesExperience in financial services and knowledge of financial services industry, products and solutionsExperience in mortgage, retail or hospitalityExperience working in an environment with individual and team goals where goals were routinely met or exceeded$126,200.00 - $162,300.00 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.
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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