National FSA Team Manager
Charlotte, North Carolina
**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 forsupervising/reviewingrecommendations, 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.
**Job Band:**
H5
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
**Referral Bonus Amount:**
0
**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 forsupervising/reviewingrecommendations, 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
Learn more about this role
Full time
JR-22081812
Band: H5
Manages People: Yes
Travel: No
Manager:
Talent Acquisition Contact:
Kayllie Bolin
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.
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