1 day old

Investment Consultant Team Manager SA

Bank of America
Hunt Valley, MD
  • Job Code
Company Bank of America

Job Title Investment Consultant Team Manager SA

Jobid bankofamerica-17080474HuntValleyMD

Location: Hunt Valley, MD, 21031, USA

Description **Job Description:**

Working in a retail sales/service environment, the incumbent is responsible for coaching/supervising a team of Investment Consultants with respect to prospecting and client acquisition. The responsibilities of this role include:

•Supervise the day-to-day activities of 10-15 Investment Consultants

•Deliver core business performance metrics

•Ensure Investment Consultants deliver a consistent client experience and continuously improve client satisfaction, conversion and retention

•Perform quarterly performance reviews of all team members and provide constructive feedback

•Work with the Sales Manager in the hiring and training of new personnel

•Assist with ongoing BAC/Merrill Lynch product and sales training

•Supervise delivery of customer service determined appropriate for ICs

•Insure the schedule adherence and proper call management of all team members in relation the contact center strategy

•Conduct monthly call review sessions for ICs and provide comprehensive feedback to ICs on their performance

•Responsible for molding the behavior and professionalism of all team members

•Promote work unit improvements to current workflow processes

•Resolve all client issues that are elevated to supervisory level

Required Skills:

Series 7, 66, 9, and 10 licenses are required.

•Excellent verbal and written communication skills required

•Solid knowledge of Retirement and Savings Products

•Excellent analytical and technical skill

Desired Skills

•Bachelors Degree

•5 + years of Financial Service Experience

•Proven history of success in developing, retaining and expanding client relationships

**Posting Date** : 12/08/2017

**Location** :


- United States

**Travel** : Yes, 5% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.


  • Financial Services

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Investment Consultant Team Manager SA

Bank of America
Hunt Valley, MD

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Bank of America
Hunt Valley, MD

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