Employee Banking & Investments Performance Manager

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. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed build a career and contribute to our shared success. This includes attracting and developing exceptional talent recognizing and rewarding performance and supporting our teammates physical emotional and financial wellness through affordable competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service community college education or a wide range of work and life experiences. These journeys foster resilience leadership and innovation strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration engagement and career development. Our approach includes clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us!

Job Description:

The Unregistered Performance Manager (PM) will work closely with Division Managers (DM) and Market Leaders (ML) to ensure effective development and execution of local strategies and tactics that drive Employee Banking and Investing. The PM creates customer-driven plans to achieve and exceed region this role PMs will provide timely feedback to MLs Regional Exec (RE) and Performance Executive (PE) on performance and channel strategy opportunities related to the enterprise impacts of the business. PM is responsible to improve sales force effectiveness and productivity by coaching MLs on using talent analytics top talent retention and partner integration (for example a PM will analyze a MLs 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 in-market visits with DMs/MLs to role model effective routines/behaviors and provide coaching to improve skill set. The PM is responsible to deliver and implement strategies and initiatives to drive partner integration in daily practice. PMs provide voice of associate for initiatives and incremental learning/development activities to support client management and deepening.

Primary Responsibilities:

• 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 Consumer Banking and Workplace Benefits

• Monitor EBI 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

• Support the team 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

• Lead and develop program initiatives relating to partners and process evolution

Required:

• 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

Desired:

• Financial Center Channel Experience

• GWIM Preferred or Small Business Banking Experience

• Experience interacting with and/or influencing market or region level leaders

• Bachelors degree or equivalent experience

Skills:

• Administrative Services

• Attention to Detail

• Customer and Client Focus

• Planning

• Prioritization

• Adaptability

• Collaboration

• Problem Solving

• Verbal Communications

• Recording/Organizing Information

• Research

• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

California: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift:

Hours Per Week:

Pay Transparency details