Pennington, New Jersey

Job Description:

The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Pennington, NJ and Jacksonville, FL and is the primary service provider for Consumer Investments Solutions. The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, account maintenance and online access and navigation inquiries. The Team Manager is a key role in Consumer Investments Client Services, leading our Financial Service Representatives to provide exceptional service to our over 1.4M clients. Team managers are responsible for the day to day performance of the Financial Service Team, monitoring and providing coaching and motivation to associates to ensure they provide clients with a positive experience with the Investment Center.

New-to-role Home Office managers will receive protected training time, followed by additional Academy support up to month 6 in role. This training program includes a blend of web-based training, instructor led training, peer mentor job shadowing and application activities.

Responsibilities:
• Coach, motivate and supervise teams as they develop client relationships through understanding needs and present enterprise solutions (Consumer Investments, Merrill and Bank of America)
• Deliver exceptional customer client experiences by resolving client escalations and influencing your team through example
• Sharpen focus on compliance and regulatory standards including but not limited to; actively managing risk - reviewing at risk client scenarios, communications and all facets of team activity to ensure responsible growth
• Monitor call volumes and service levels to identify trend in order to maximize efficiencies and make recommendations for improvements that impact client experience.
• Resolve all client issues that are elevated to supervisory level in addition to performing OMT functions as needed.
• Participate in leadership rotation across multiple teams within Consumer Investments Solutions & Client Services to gain perspective, exposure and insight to management career opportunities within the broader organization
• Monitors call levels and trends in order to maximize efficiencies, manage risk/minimize exposure, and makes recommendations for improvement
• Complete assigned courses throughout program
• Availability to provide coverage during weekends and/or extended hours as required to operate the business

Required Skills:
• If unlicensed, candidate must have attain the SIE, 7, 66, 9, 10 licenses within 240 days of hire
• If licensed with the SIE (if applicable), 7 and 66, candidate must attain the Series 9 and Series 10 licenses within 120 days of hire
• Ability to understand investments and assist associates and clients with their financial needs
• Focus on building relationships with teammates
• Analytical ability with ability to manage multiple responsibilities and prioritize
• Strong communication skills (verbal, non-verbal, and written) and active listening skills
• Drive culture, leading a diverse client centric team
• Proven ability to manage risk - must utilize sound judgment to make business decision for shareholders and clients
• Must be client and associate focused
• Proven ability to coach and motivate others
• Lives the Bank of America Core Values: delivers for clients and shareholders, embraces the power of our people, acts responsibly and promotes opportunity

Desired Skills:
• Capable of effectively coaching and mentoring team to meet metrics
• Ability to effectively manage workload in a fast paced environment
• Excellent interpersonal, leadership and oral/written communication skills
• Capable of multi-tasking and working efficiently under stress and high volume
• Strong organizational and teamwork skills
• Knowledge of Consumer Investments and Merrill systems and clients a plus

Enterprise Job Description:
Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization
Coach, motivate and supervise your team as they grow client relationships through understanding needs and presenting investment solutions from Consumer Investments Solutions & Client Services, Merrill and Bank of America
You will deliver exceptional customer experiences by resolving all elevated client issues and teaching client ownership by example
Develop your team through side-by-side coaching, relationship building, call review, consistent coaching and mentoring
Sharpen your focus on compliance and regulatory standards: actively managing risk - reviewing sales practices, trades, communication and all faucets of team activity to ensure responsible growth
You will be required to earn your SIE, and Series 7 & 66, 9&10 (or equivalents)
Participate in foundational management training, leadership rotations and in-depth role-specific training

The skills you bring to the role:
You are able to understand investments and assist associates and customers with their financial needs
Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems
Focus on building relationships with teammates
Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Availability to work weekends and/or extended hours as required to operate the business
Driving Culture, leading a diverse team, client centric
Managing risk

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Pennington, NJ and Jacksonville, FL and is the primary service provider for Consumer Investments Solutions. The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, account maintenance and online access and navigation inquiries. The Team Manager is a key role in Consumer Investments Client Services, leading our Financial Service Representatives to provide exceptional service to our over 1.4M clients. Team managers are responsible for the day to day performance of the Financial Service Team, monitoring and providing coaching and motivation to associates to ensure they provide clients with a positive experience with the Investment Center.

New-to-role Home Office managers will receive protected training time, followed by additional Academy support up to month 6 in role. This training program includes a blend of web-based training, instructor led training, peer mentor job shadowing and application activities.

Responsibilities:
• Coach, motivate and supervise teams as they develop client relationships through understanding needs and present enterprise solutions (Consumer Investments, Merrill and Bank of America)
• Deliver exceptional customer client experiences by resolving client escalations and influencing your team through example
• Sharpen focus on compliance and regulatory standards including but not limited to; actively managing risk - reviewing at risk client scenarios, communications and all facets of team activity to ensure responsible growth
• Monitor call volumes and service levels to identify trend in order to maximize efficiencies and make recommendations for improvements that impact client experience.
• Resolve all client issues that are elevated to supervisory level in addition to performing OMT functions as needed.
• Participate in leadership rotation across multiple teams within Consumer Investments Solutions & Client Services to gain perspective, exposure and insight to management career opportunities within the broader organization
• Monitors call levels and trends in order to maximize efficiencies, manage risk/minimize exposure, and makes recommendations for improvement
• Complete assigned courses throughout program
• Availability to provide coverage during weekends and/or extended hours as required to operate the business

Required Skills:
• If unlicensed, candidate must have attain the SIE, 7, 66, 9, 10 licenses within 240 days of hire
• If licensed with the SIE (if applicable), 7 and 66, candidate must attain the Series 9 and Series 10 licenses within 120 days of hire
• Ability to understand investments and assist associates and clients with their financial needs
• Focus on building relationships with teammates
• Analytical ability with ability to manage multiple responsibilities and prioritize
• Strong communication skills (verbal, non-verbal, and written) and active listening skills
• Drive culture, leading a diverse client centric team
• Proven ability to manage risk - must utilize sound judgment to make business decision for shareholders and clients
• Must be client and associate focused
• Proven ability to coach and motivate others
• Lives the Bank of America Core Values: delivers for clients and shareholders, embraces the power of our people, acts responsibly and promotes opportunity

Desired Skills:
• Capable of effectively coaching and mentoring team to meet metrics
• Ability to effectively manage workload in a fast paced environment
• Excellent interpersonal, leadership and oral/written communication skills
• Capable of multi-tasking and working efficiently under stress and high volume
• Strong organizational and teamwork skills
• Knowledge of Consumer Investments and Merrill systems and clients a plus

Enterprise Job Description:
Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization
Coach, motivate and supervise your team as they grow client relationships through understanding needs and presenting investment solutions from Consumer Investments Solutions & Client Services, Merrill and Bank of America
You will deliver exceptional customer experiences by resolving all elevated client issues and teaching client ownership by example
Develop your team through side-by-side coaching, relationship building, call review, consistent coaching and mentoring
Sharpen your focus on compliance and regulatory standards: actively managing risk - reviewing sales practices, trades, communication and all faucets of team activity to ensure responsible growth
You will be required to earn your SIE, and Series 7 & 66, 9&10 (or equivalents)
Participate in foundational management training, leadership rotations and in-depth role-specific training

The skills you bring to the role:
You are able to understand investments and assist associates and customers with their financial needs
Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems
Focus on building relationships with teammates
Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Availability to work weekends and/or extended hours as required to operate the business
Driving Culture, leading a diverse team, client centric
Managing risk

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Pennington, NJ and Jacksonville, FL and is the primary service provider for Consumer Investments Solutions. The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, account maintenance and online access and navigation inquiries. The Team Manager is a key role in Consumer Investments Client Services, leading our Financial Service Representatives to provide exceptional service to our over 1.4M clients. Team managers are responsible for the day to day performance of the Financial Service Team, monitoring and providing coaching and motivation to associates to ensure they provide clients with a positive experience with the Investment Center.

New-to-role Home Office managers will receive protected training time, followed by additional Academy support up to month 6 in role. This training program includes a blend of web-based training, instructor led training, peer mentor job shadowing and application activities.

Responsibilities:
• Coach, motivate and supervise teams as they develop client relationships through understanding needs and present enterprise solutions (Consumer Investments, Merrill and Bank of America)
• Deliver exceptional customer client experiences by resolving client escalations and influencing your team through example
• Sharpen focus on compliance and regulatory standards including but not limited to; actively managing risk - reviewing at risk client scenarios, communications and all facets of team activity to ensure responsible growth
• Monitor call volumes and service levels to identify trend in order to maximize efficiencies and make recommendations for improvements that impact client experience.
• Resolve all client issues that are elevated to supervisory level in addition to performing OMT functions as needed.
• Participate in leadership rotation across multiple teams within Consumer Investments Solutions & Client Services to gain perspective, exposure and insight to management career opportunities within the broader organization
• Monitors call levels and trends in order to maximize efficiencies, manage risk/minimize exposure, and makes recommendations for improvement
• Complete assigned courses throughout program
• Availability to provide coverage during weekends and/or extended hours as required to operate the business

Required Skills:
• If unlicensed, candidate must have attain the SIE, 7, 66, 9, 10 licenses within 240 days of hire
• If licensed with the SIE (if applicable), 7 and 66, candidate must attain the Series 9 and Series 10 licenses within 120 days of hire
• Ability to understand investments and assist associates and clients with their financial needs
• Focus on building relationships with teammates
• Analytical ability with ability to manage multiple responsibilities and prioritize
• Strong communication skills (verbal, non-verbal, and written) and active listening skills
• Drive culture, leading a diverse client centric team
• Proven ability to manage risk - must utilize sound judgment to make business decision for shareholders and clients
• Must be client and associate focused
• Proven ability to coach and motivate others
• Lives the Bank of America Core Values: delivers for clients and shareholders, embraces the power of our people, acts responsibly and promotes opportunity

Desired Skills:
• Capable of effectively coaching and mentoring team to meet metrics
• Ability to effectively manage workload in a fast paced environment
• Excellent interpersonal, leadership and oral/written communication skills
• Capable of multi-tasking and working efficiently under stress and high volume
• Strong organizational and teamwork skills
• Knowledge of Consumer Investments and Merrill systems and clients a plus

Enterprise Job Description:
Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization
Coach, motivate and supervise your team as they grow client relationships through understanding needs and presenting investment solutions from Consumer Investments Solutions & Client Services, Merrill and Bank of America
You will deliver exceptional customer experiences by resolving all elevated client issues and teaching client ownership by example
Develop your team through side-by-side coaching, relationship building, call review, consistent coaching and mentoring
Sharpen your focus on compliance and regulatory standards: actively managing risk - reviewing sales practices, trades, communication and all faucets of team activity to ensure responsible growth
You will be required to earn your SIE, and Series 7 & 66, 9&10 (or equivalents)
Participate in foundational management training, leadership rotations and in-depth role-specific training

The skills you bring to the role:
You are able to understand investments and assist associates and customers with their financial needs
Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems
Focus on building relationships with teammates
Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Availability to work weekends and/or extended hours as required to operate the business
Driving Culture, leading a diverse team, client centric
Managing risk

Shift:
1st shift (United States of America)

Hours Per Week:
40
Learn more about this role

Pennington, New Jersey

You’ve led troops, now help lead your community 

As a leader in the military, you motivated troops to get the job done. We value your ability to influence change and encourage you to continue that influence here and in our communities. Our Military Affairs Team proudly supports veterans in our communities through education and volunteer events. Together, we can create better communities and a brighter future for us all. 

First you fought for the American dream, now you can guide its future

You joined the military to protect a nation and its people. Let the same passion for making a difference lead you to a new career. At Bank of America, we’re proud that more than 6,800 veterans work for us. They’ve discovered that their desire to help others didn’t end with their service. Here, you’ll help our customers and clients connect to better financial lives.

Similar jobs