National FSA Team Manager
Company: Disability Solutions
Location: Pennington
Posted on: November 4, 2024
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Job Description:
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 trainingRequired
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 productsEnterprise 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 leadershipManagerial
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.
Keywords: Disability Solutions, Lancaster , National FSA Team Manager, Executive , Pennington, Pennsylvania
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