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Consumer Investments Performance Manager

$156k - $191.4k
Full-time

Bank of America

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 impacting 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! The Performance Manager will create competitive performance plans to achieve and exceed market objectives. Provide timely feedback to Market Manager on Client Experience and Market strategy opportunities. Analyze and share trends to identify opportunities to deepen client relationships. Improve workforce effectiveness and productivity by applying talent analytics to hiring, resource planning, performance management, and top talent retention. Support focused client relationship care 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 the client experience. Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams (i.e GWIM, Small Business and Home Loans) Meet regularly (virtually or in person) to observe center based Financial Solutions Advisors (FSA) activities, meet with leaders within the division and coach as needed Monitor reporting and identify gaps/opportunities. Support effective on-boarding, training, and continuing education of FSAs. Help reinforce compliance, supervision, and provide risk management support for Division and Leadership. Support leaders in implementing effective performance management strategies including reward and recognition mechanisms. Required Qualifications: Series 7, 66 Supervisory Licenses of an 8 or (9 and 10 combined) or possess a Series 4, 24, and 53 Proven track record of coaching and improving performance in others 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 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 Enterprise Job Description: Create competitive performance plans to achieve and exceed market objectives. Provide timely feedback to Market Manager on Client Experience and Market strategy opportunities. Analyze and share trends to identify opportunities to deepen client relationships. Improve workforce effectiveness and productivity by applying talent analytics to hiring, resource planning, performance management, and top talent retention. Support focused client relationship care 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 the client experience. Series 7, 66, 9 &10 (or equivalent) licenses are required. 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. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating teamwork. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range $156,000.00 - $191,400.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. 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. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. 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 8½ 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 1. 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? 2. 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? 3. 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. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. 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. 6. 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. 7. 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. Pay Transparency - Privacy Statement -

Vacancy posted 14 hours ago
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