Consumer Investments Market Leader - South Puget Sound
Tacoma, Washington
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. 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 results
- Manages the financial planning and asset-based relationship sales process
- Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development
- Manages sales using growth plans in Sales Force
- Manages effective Financial Center Advisor recruiting strategies
- Administers superior sales supervision and practices in the market
Managerial 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 goals
- Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement
- Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions
- Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues
- Provides inspection, coaching and feedback to motivate, differentiate and improve performance
- Actively manages expenses and budgets in alignment with objectives, making sound financial decisions
- Assesses talent and builds bench strength for roles across the organization
- Delivers results by effectively prioritizing, inspecting and appropriately delegating team work
Skills:
- Risk Management
- Leadership Development
- Coaching
- Customer and Client Focus
- Talent Development
- Sales Performance Management
- Business Operations Management
- Customer Service Management
- Decision Making
- Executive Presence
- Performance Management
- Recruiting
- Process Performance Management
- Critical Thinking
- Result Orientation
Required Qualifications:
Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time
Has 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 time
5+ years' of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
Communicates effectively and confidently and is comfortable engaging all clients
Ability to learn and adapt to new information and technology platforms
Applies strong critical thinking and problem-solving skills to meet clients' needs as well as escalate as needed with sense of urgency
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Can attract, recruit and retain an effective sales and operations team
Efficiently manages your time and capacity
Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
Can interpret performance results, find opportunities to drive success and hold others accountable to results
Can be flexible to work weekends and/or extended hours as needed
Travel required: Will vary depending on geography
Is proficient in computer skills and professional programs (example: Microsoft Office)
Has the ability to pass compliance requirements
Desired Qualifications:
Prefer fully licensed candidates
Experience in financial services and knowledge of financial services industry, products and solutions
Experience in mortgage, retail or hospitality
Experience working in an environment with individual and team goals where goals were routinely met or exceeded
Undergraduate college degree
Prior management experience
Bilingual skills
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Tacoma - 1201 PACIFIC AVE - WELLS FARGO PLAZA (WA9201)
Pay and benefits information
Pay range
$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.
Benefits
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.
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) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
