Bank of America
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. 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. You can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The responsibilities of FSA Team Manager 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. 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. This job is responsible for activities related to a service or sales environment. Key responsibilities include coaching to provide optimal client experience, performance, and ensure proper call management in relation to the contact center strategy. Job expectations include ability to demonstrate judgement and discretion during independent decision making, conduct ongoing training as needed, molding the behavior and professionalism of all team members, and promote work unity improvements to current workflow processes.
Responsibilities:
Supervise the day‑to‑day activities of a team of Financial Solutions Advisors
Advisors reporting to the Team Lead will be sitting within the out‑of‑footprint Financial Centers
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 for supervising/reviewing recommendations, 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
Oversees day‑to‑day operations and processes to foster an environment that promotes service excellence to customers
Translates the organization's goals and strategies into employee metrics and goals, evaluate progress and provide feedback or intervention as needed to recognize, encourage and improve individual performance
Supports a client or employee in achieving a specific personal or professional goal by providing training, feedback, and guidance
Motivates others (live or virtually) to be creative, to overcome challenges and resolve conflict to deliver improved outcomes
Builds upon employees’ existing skills and experiences while identifying new skills and opportunities to help achieve individual and organizational goals
Managerial Responsibilities
Opportunity & 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 connects 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.
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 work load
Experience and track record of driving teams to achieve KPI's
Experience delivering managed products
Skills
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
Shift 1st shift (United States of America)
Hours Per Week 40
Pay Transparency Details US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range $99,700.00 - $128,100.00 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.
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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. You can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The responsibilities of FSA Team Manager 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. 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. This job is responsible for activities related to a service or sales environment. Key responsibilities include coaching to provide optimal client experience, performance, and ensure proper call management in relation to the contact center strategy. Job expectations include ability to demonstrate judgement and discretion during independent decision making, conduct ongoing training as needed, molding the behavior and professionalism of all team members, and promote work unity improvements to current workflow processes.
Responsibilities:
Supervise the day‑to‑day activities of a team of Financial Solutions Advisors
Advisors reporting to the Team Lead will be sitting within the out‑of‑footprint Financial Centers
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 for supervising/reviewing recommendations, 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
Oversees day‑to‑day operations and processes to foster an environment that promotes service excellence to customers
Translates the organization's goals and strategies into employee metrics and goals, evaluate progress and provide feedback or intervention as needed to recognize, encourage and improve individual performance
Supports a client or employee in achieving a specific personal or professional goal by providing training, feedback, and guidance
Motivates others (live or virtually) to be creative, to overcome challenges and resolve conflict to deliver improved outcomes
Builds upon employees’ existing skills and experiences while identifying new skills and opportunities to help achieve individual and organizational goals
Managerial Responsibilities
Opportunity & 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 connects 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.
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 work load
Experience and track record of driving teams to achieve KPI's
Experience delivering managed products
Skills
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
Shift 1st shift (United States of America)
Hours Per Week 40
Pay Transparency Details US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range $99,700.00 - $128,100.00 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.
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