Consumer Investments Registered Team Manager

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!

The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Dallas Fort Worth TX, Charlotte NC, 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, managed products, account maintenance and online access and navigation inquiries.  The Registered Team Manager is a key role in Consumer Investments Client Services, leading our Senior Investment Specialists and 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. 

• →Series 7, 66 and 9/10 is required
• →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

• →Fosters a client-centric team environment by promoting an effective sales and service strategy and risk management process
• →Provides effective coaching and shares constructive feedback to drive operational excellence
• →Oversees day-to-day activities and resolves all client issues escalated to leadership
• →Communicates effectively, ensuring clean lines of communication with tema and stakeholders to drive achieving goals and managing performance overall

• →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

• 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