National FSA Team Manager
Job Description:
At 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. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact.
The responsibilities of this role include:
1. Monthly 1:1 associate coaching to provide an optimal client experience and performance.
2. Supervision of day-to-day activities.
3. Work with the recruiting team and Division Manager in the hiring and training of new personnel.
4. Ensure schedule adherence and proper call management of all team members in relation to the contact center strategy.
5. Conduct ongoing training as needed.
6. Responsible for molding the behavior and professionalism of all team members.
7. Promote work unity improvements to current workflow processes.
8. Resolve all client issues that are elevated to supervisory level.
Licensing requirements are as follows: Series 7, 66, 9, and 10 or their equivalent.
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.
Required Qualifications:
* Licensed with the Series 7, 66, 9 & 10 (or equivalents).
* 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 Qualifications:
* Professional designation preferred.
* Strong ability to communicate across leadership and to associates.
* Ability to effectively manage workload.
* Experience and track record of driving teams to achieve KPIs.
* Experience delivering managed products.
Managerial Responsibilities:
* Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
* Manager of Process & Data: Demonstrates and expects process knowledge, data-driven decisions, simplicity, and continuous improvement.
* Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connect contributions to business results.
* Risk Manager: Leads and encourages the identification, escalation, and resolution of potential risks.
* People Manager & Coach: Knows and develops team members through coaching and feedback.
* Financial Steward: Manages expenses and demonstrates an owner’s mindset.
* Enterprise Talent Leader: Recruits, on-boards, and develops talent, and supports talent mobility for career growth.
* Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Shift: 1st shift (United States of America)
Hours Per Week: 40
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