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Consumer Investments New Hire Team Manager
3 years ago

Consumer Investments New Hire Team Manager



Pennington, New Jersey;Lincoln, Rhode Island



**Job Description:**



The New Hire Team Manager will be responsible for:



Coach, motivate and supervise teams as they prepare and successfully complete licensing



Train Associates in the following:



* Develop client relationships through understanding needs and present enterprise solutions (Merrill and Bank of America)



Deliver exceptional customer client experiences by resolving client escalations and influencing your team through example



Sharpen focus on compliance and regulatory standards including but not limited to; actively managing risk - reviewing at risk client scenarios, communications and all facets of team actvity to ensure responsible growth



Monitor call volumes and service levels to identify trend in order to maximize efficiencies and make recommendations for improvements that impact client experience.



Resolve all client issues that are elevated to supervisory level in addition to performing OMT functions as needed.



Participate in leadership rotation across multiple teams within Merrill to gain perspective, exposure and insight to management career opportunities within Merrill



Availability to provide coverage during weekends and/or extended hours as required to operate the business



Requires Skills:



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



Desired Skills:



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 Merrill Edge systems and clients a plus



Enterprise Job Description: Working in a service and sales environment, incumbents are responsible for hiring, training, coaching, and supervising a team of associates in the Consumer Investments Solutions & Client Services organization. The responsibilities of this role include: ongoing coaching to associates to provide an optimal client experience; supervision of day-to-day activities; perform monthly performance reviews of all team members and provide constructive feedback; work with the Division Manager in the hiring and training of new personnel; ensure the 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.



**Job Band:**



H5



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



0



**Job Description:**



The New Hire Team Manager will be responsible for:



Coach, motivate and supervise teams as they prepare and successfully complete licensing



Train Associates in the following:



* Develop client relationships through understanding needs and present enterprise solutions (Merrill and Bank of America)



Deliver exceptional customer client experiences by resolving client escalations and influencing your team through example



Sharpen focus on compliance and regulatory standards including but not limited to; actively managing risk - reviewing at risk client scenarios, communications and all facets of team actvity to ensure responsible growth



Monitor call volumes and service levels to identify trend in order to maximize efficiencies and make recommendations for improvements that impact client experience.



Resolve all client issues that are elevated to supervisory level in addition to performing OMT functions as needed.



Participate in leadership rotation across multiple teams within Merrill to gain perspective, exposure and insight to management career opportunities within Merrill



Availability to provide coverage during weekends and/or extended hours as required to operate the business



Requires Skills:



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



Desired Skills:



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 Merrill Edge systems and clients a plus



Enterprise Job Description: Working in a service and sales environment, incumbents are responsible for hiring, training, coaching, and supervising a team of associates in the Consumer Investments Solutions & Client Services organization. The responsibilities of this role include: ongoing coaching to associates to provide an optimal client experience; supervision of day-to-day activities; perform monthly performance reviews of all team members and provide constructive feedback; work with the Division Manager in the hiring and training of new personnel; ensure the 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



Learn more about this role



Full time



JR-22079667



Band: H5



Manages People: Yes



Travel: No



Manager:



Talent Acquisition Contact:



Susie Madden



Referral Bonus:



0



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

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