3-5 years of experience
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Employment Type:
Part time
Job Category:
Consumer Banking Performance Manager (ADP RM Program)
(This job is no longer available)
Bank of America | Los Angeles, CA
Grad Date

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Job Description

Job Description:

Create competitive sales plans to achieve and exceed area objectives. Provide timely feedback to Consumer Banking Market Leaders, Area and Sales Performance Executives on performance, sales activity, and channel strategy opportunities and concerns. Coach market leaders and sales force to continuously improve sales performance through high quality customer experience and consistent execution of sales processes and fulfillment, delivering significantly more quality relationships, and in turn, revenue. Improve sales force effectiveness and productivity by applying talent analytics to hiring, resource planning, performance management, and top talent retention. Support focused sales training to improve banker and specialist performance with effective, professional representation of brand and offerings. Gather associate feedback and customer insights on messages, offers, merchandising, and collateral to improve awareness of offerings and elevate sales.

The Unregistered Performance Manager (PM) will work closely with Region Executives (RE) and Market

Managers (MM) to ensure effective development and execution of local strategies and tactics that drive

Consumer results in the regions. The PM creates customer-driven plans to achieve and exceed region

objectives. In this role, PM's will provide timely feedback to MMs, REs and Performance Executive (PE)

on performance and channel strategy opportunities related to the Consumer business. PM is responsible

to improve sales force effectiveness and productivity by coaching MMs on using talent analytics, top

talent retention and partner integration (for example, an PM will analyze an MMs market and identify

skill/performance gaps and recommend actions steps/share best practices on how to solve the issue).

The PM will ensure adherence of the sales force to regulatory, policies and procedures. PMs conduct inmarket visits with REs/MMs to role model Consumer-related routines/behaviors and provide coaching

to improve skill set. The PM is responsible to deliver and implement strategies and initiatives to drive

Operations Market Manager (OMM) partner integration in daily practice. PMs provide voice of associate

for initiatives and incremental learning/development activities; they gather customer insights on offers,

merchandising and collateral to improve awareness of offerings and elevate sales.

In additional to the responsibilities associated with the Consumer Banking Performance Manager (ADP RM Program) role, the registration candidate is expected to acquire the necessary licenses, training and certification to become a Merrill Edge Performance Manager. The licensing path includes studying and acquiring series 7, 66, 9 & 10 (or equivalent) licenses, and completing the Merrill Edge Performance Manager Registration Candidate new hire training and certification process including on-site visits with their Administrative Manager, associate shadowing and virtual learning courses. Once the Consumer Banking Performance Manager acquires all required licenses, completes training activities and passes all proficiency assessments, they will transition into a full time Merrill Edge Performance Manager position.

Primary Responsibilities

* Travel weekly to financial centers to observe sales activities and coach MMs on Consumer related metrics
* Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams, especially Small Business and Home Loans
* Monitor Consumer sales reporting and identify gaps/opportunities
* Support effective on-boarding, training, and continuing education of unregistered sales associates.
* Drive the adoption and execution of client relationship process, including sales playbook and lead management to achieve region goals while ensuring compliance with regulatory, policies and procedures
* Coach to integration of unregistered sales roles in the financial center
* Provide regulatory support for unregistered sales teams and ensure risk management and compliance throughout the sales workforce
* Support the RSEs in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms
* Drive metrics and targets related to client experience, productivity, number of new relationships, revenue growth, , leadership behaviors & teamwork, partnership ability & managing by influence (Note: while the creation and enhancement of partnerships across the company is encouraged, setting referral goals or targets for unregistered individuals for investment referrals to the broker dealer is not permitted)
* Study for exams and acquire series 7, 66, 9 & 10 licenses (or equivalent)
* Complete Merrill Edge Performance Manager Registered Candidate new hire training and certification process, including on-site visits with their Administrative Manager, associate shadowing, and virtual learning courses.

Required Skills

* 3+ years leading, coaching, and managing high performing sales teams within the financial services industry
* Proven ability to drive integration across products and drive results through superior delivery and sales management
* Experience influencing market or region level leaders
* Proactively builds trusted relationships with key partners/clients
* Ability to be a change agent and work in a fast paced environment
* Experience in building effective client minded sales strategies which impact the business line
* Projects enthusiasm, optimism, and determination
* Communicates strategic business plans and tactical sales goals clearly and effectively at all levels

Preferred Skills

* Undergraduate College Degree
* Financial Center Channel Experience
* GWIM, Preferred or Small Business Banking Experience
* Experience interacting with and/or influencing market or region level leaders

Posting Date: 03/06/2019

Location: Los Angeles, CA, BANK OF AMERICA PLAZA, 333 S HOPE ST, Tampa, FL, WESTSHORE MALL OFFICE, 100 N WESTSHORE BLVD, Boston, MA, 100 FEDERAL ST (MA5100), New York, NY, 225 LIBERTY ST (NY3002), Horsham, PA, 550 Blair Mill Rd (PA6588), - United States

Travel: Yes, 50% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

About Bank of America

Bank of America Corporation is a bank holding company. Through its banking subsidiaries (the Banks) and various non-banking subsidiaries throughout the United States and in selected international markets, Bank of America provides a diversified range of banking and non-banking financial services and products through three business segments: Global Consumer and Small Business Banking, Global Corporate and Investment Banking, and Global Wealth and Investment Management. The Company operates in 32 states, the District of Columbia and 30 foreign countries. In the United States, it serves 59 million consumer and small business relationships with 6,100 retail banking offices, 18,500 automated teller machines (ATMs) and 24 million active online users. It offers services in 13 states. In October 2007, it acquired ABN AMRO North America Holding Company. In July 2007, it acquired U.S. Trust Corporation. In July 2008, Bank of America acquired Countrywide Financial Corp.