What are the responsibilities and job description for the National FSA Team Manager position at Stars and Stripes?
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!
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.
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
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
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
Enterprise Job Description
This job is responsible for overseeing employees within Consumer Investments Solutions and Client Services. Key responsibilities include ensuring schedule adherence and proper call management of all team members in relation to the contact center strategy, promoting work unity improvements to workflow processes, and resolving client issues that are elevated to the supervisory level. Job expectations may include hiring, coaching team members to provide an optimal client experience, supervising day-to-day activities, performing performance reviews, and providing constructive feedback.
Responsibilities
Fosters a client-centric team environment by promoting an effective sales and service strategy and risk management process
Prioritizes employee development by providing effective coaching and sharing constructive feedback to drive operational excellence
Oversees day-to-day activities and resolves all client issues escalated to leadership
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.
1st shift (United States of America)
Hours Per Week
40
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!
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.
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
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
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
Enterprise Job Description
This job is responsible for overseeing employees within Consumer Investments Solutions and Client Services. Key responsibilities include ensuring schedule adherence and proper call management of all team members in relation to the contact center strategy, promoting work unity improvements to workflow processes, and resolving client issues that are elevated to the supervisory level. Job expectations may include hiring, coaching team members to provide an optimal client experience, supervising day-to-day activities, performing performance reviews, and providing constructive feedback.
Responsibilities
Fosters a client-centric team environment by promoting an effective sales and service strategy and risk management process
Prioritizes employee development by providing effective coaching and sharing constructive feedback to drive operational excellence
Oversees day-to-day activities and resolves all client issues escalated to leadership
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.
- 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 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.
- 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
1st shift (United States of America)
Hours Per Week
40
