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    Investment Account Maintenance Team Manager - Fort Worth, United States - Bank of America

    Bank of America
    Bank of America Fort Worth, United States

    4 weeks ago

    Bank of America background
    Description
    Investment Account Maintenance Team Manager page is loaded

    Investment Account Maintenance Team Manager

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    locations

    Fort Worth

    time type

    Full time

    posted on

    Posted 3 Days Ago

    job requisition id



    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

    Investment Account Maintenance Team Manager

    oversee a team and execute strategy for a Merrill Edge Operations team of front line associates.

    • Lead a team of operations associates in the day to day responsibilities
    • Responsible for day to day coaching, mentoring, and performance
    • Deliver on performance goals
    • Enforce policies and procedures and administers best practices in order to remain up to date on all Risk and Regulatory requirements
    • Demonstrates strategic thinking and supports change.
    • Deliver a consistent client experience and continuously improves client satisfaction
    • Fosters an inclusive work
    environment

    • Ensure all regulatory and compliance standards are met and maintained
    • Fosters strong relationships with partners
    • Motivate and retain a team of diverse associates
    • Participate in leadership rotation across multiple teams within Merrill Edge to gain perspective, exposure and insight to management career opportunities within Merrill Edge
    • Complete assigned courses throughout program
    • Availability to provide leadership coverage as required to operate the business

    Required Qualifications:
    Process orientation with exceptional attention to detail
    Risk focus, sound judgement, and ability to make meaningful decision
    Drive to exceed expectations and find ways to improve processes
    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 Merrill Edge systems
    Ability to network and foster strong relationships across an organization

    Desired Qualifications:
    Operational experience
    Superior client service proficiency
    Ability to coach with a passion for excellence
    Prior Management experience
    Knowledge of operational processes, systems
    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.

    Additional Skills Used:
    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
    About Us


    Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.

    Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
    Regardless of the position you are interested in, the starting points to building your resume are the same:

    • Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
    • Think about why you can do the job and make a list of your skills that are relative to the job.
    • Identify experiences or accomplishments that show your proficiency in the skills required for the job.
    • Summarize your abilities, accomplishments and skills into a brief, concise document.
    Considerations when writing a resume


    • Do be brief. Resumes should be 1-2 pages in length.
    • Do be upbeat and active in your wording.
    • Do emphasize what you have done clearly and concretely.
    • Do be neat and well organized.
    • Do have others proofread and critique your resume. Spell check. Make it error free.
    • Do use high quality, white or light colored 81⁄2 x 11 paper. Use a laser printer if possible.
    • Don't be dishonest, always tell the truth about yourself in the most flattering light.
    • Don't include salary history or requirements.
    • Don't include references.
    • Don't include accomplishments that do not support your professional goals.
    Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)


    Don't use italics, underlining, shadows or other fancy treatments.
    Seven steps to a successful interview

    • Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
    • Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
    • Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
    • Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
    • Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
    • Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
    • Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
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