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About the Role

The Consumer Banking & Merrill Edge Region Executive will develop and execute local strategies to drive client experience, client relationships, and operational excellence. This leader will focus on client-driven strategies, adhering to all regulatory and legal requirements. They will ensure operational excellence, build a client-centric culture, and collaborate across the organization to achieve performance goals. The role requires building partnerships, strategic management, and coaching managers to foster a client relationship-oriented culture.

Responsibilities

Understand the overall company strategy and translate that into local region strategy
Drive the adoption and execution of client deepening and relationship processes to achieve region goals while ensuring compliance
Manage region operations/risk and client experience performance and ensure acceptable performance in all key performance indicators
Execute consistently through formalized management routines
Lead team of licensed or unlicensed Market Leaders (MLs)
Coach the MLs and provide feedback to improve market and region performance
Coach MLs to identify risk and service opportunities for improvement by analyzing key performance indicators and inspecting associate behaviors
Collaborate with business partners to leverage best practices and breakthrough strategies to exceed goals and drive process improvement
Attract, retain and develop talent to increase bench strength, improve productivity, proficiency and market position
Manage integration of roles in the financial center
Provide regulatory supervision for registered team, when applicable
Lead supervisory oversight and manage operational excellence; ensure adherence to operational and regulatory requirements
Foster a client-centric environment across all financial centers
Ensure alignment of financial center resources to serve the core financial needs of clients
Receive and handle client escalations and ensure enterprise complaints tracking process is executed
Implement effective performance management including goal setting, incentive, and other reward and recognition mechanisms
Ensure integration, alignment and effective partnerships with financial center operations, wealth management, consumer lending, small business and enterprise practices
Establish team performance plan and business objectives maintaining bank and broker/dealer policies and procedures
Act as registered principal of licensed bankers and supervisor of the Office of Supervisory Jurisdiction (“OSJ”)
Delegate authority for supervisory activities through the Designation of Duties (“DoD”)
Manage the Office of Supervisory Jurisdiction with the assistance of one or more Administrative Managers and, where applicable, other Supervision personnel

Requirements

Series 7, 66
Supervisory Licensed: 8 (or 9 and 10 combined) or a Series 4, 24, and 53
10 years of management experience
Experience managing large geography and multi-state teams
Proactively builds trusted relationships with key partners/clients
Ability to be a change agent and work in a fast paced environment
Experience managing region strategy and controlling a budget
Can quickly learn partner’s business, priorities and challenges and execute
Can attract, recruit and retain an effective management team
Exercises good judgment and experience to make timely and effective decisions
Projects enthusiasm, optimism, and determination
Communicates clearly and effectively at all levels
Communicates strategic business plans and tactical goals to team members
Travel required: Will vary depending on geography

Skills

Coaching
Customer and Client Focus
Leadership Development
Risk Management
Talent Development
Business Operations Management
Customer Service Management
Decision Making
Executive Presence
Sales Performance Management
Critical Thinking
Performance Management
Process Performance Management
Recruiting
Result Orientation

Location

US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529)

Work Type

1st shift
40 hours per week

Experience Level

10 years of management experience

Education Level

Undergraduate college degree

Salary/Compensations

$217,000.00 - $262,400.00 annualized salary

Benefits

Discretionary incentive eligible
Eligible to participate in the annual discretionary plan
Benefits eligible
Industry-leading benefits
Access to paid time off
Resources and support to our employees

About the Company

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We drive Responsible Growth and deliver 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.
We value the unique perspectives individuals bring from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.