Job Description:
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
• 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
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• 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 Skills:
• Licensed with the Series 7, 66, 9 & 10 (or equivalents), required
• 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 Skills:
• 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:
Working in a service and sales environment, incumbents are responsible for training, coaching, hiring and supervising a team of associates in the Consumer Investments Solutions & Client Services organization. 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.
Shift:
1st shift (United States of America)
Hours Per Week:
40