Working in a retail sales/service environment, the incumbent is responsible for coaching/supervising a team of Financial Solutions Advisors with respect to advice and guidance, achieving goals, and servicing of client accounts. The responsibilities of this role include:
• Supervise the day-to-day activities of a team of Financial Solutions Advisors
• Deliver core business performance metrics with focus on responsible growth
• Ensure Financial Solutions Advisors deliver a world class consistent client experience and continuously improve client care, conversion and retention
• Deliver the entire Enterprise including investing, banking and lending
• Perform monthly performance reviews of all team members and provide constructive feedback
• Responsible for supervising/reviewing recommendations, trades and trade execution consistent with our investment process
• Source and cultivate talent pipelines with a strong focus and ability to coach and develop advisors
• Work with the Division and Performance Manager in the hiring and training of new advisors
• Assist with ongoing BAC/Merrill Lynch product and sales training
Required Skills:
• Licensed with the Series 7, 66, 9 & 10 (or equivalents), required
• Ability to drive exceptional customer experience
• Detail oriented, with good follow-up skills
• Excellent verbal and written communication skills
• Strong focus on compliance and regulatory standards
• Ability to foster and build relationships
Desired Skills:
• Professional designation preferred
• Strong ability to communicate across leadership and to associates
• Ability to effectively manage work load
• Experience and track record of driving teams to achieve KPI's
• Experience delivering managed products
Enterprise
Working in a service and sales environment, incumbents are responsible for training, coaching, hiring and supervising a team of associates in the Consumer Investments Solutions & Client Services organization. The responsibilities of this role include: monthly 1:1 associate coaching to provide an optimal client experience and performance; supervision of day-to-day activities; work with the recruiting team and Division Manager in the hiring and training of new personnel; ensure schedule adherence and proper call management of all team members in relation to the contact center strategy; conduct ongoing training as needed; responsible for molding the behavior and professionalism of all team members; promote work unity improvements to current workflow processes; resolve all client issues that are elevated to supervisory level. Licensing requirements are as follows: Series 7, 66, 9 and 10 or their equivalent.
Shift:
1st shift (United States of America)Hours Per Week:
40...visionary creators bring their ideas to life and scale sustainably. ABOUT THE ROLE We are seeking an experienced and hands-on Controller to oversee all aspects of our accounting operations. The ideal candidate will have a strong foundation in public accounting, hold...
...Anticipated Salary Range: - $91,000.00 Security Clearance: TS/SCI Level of Experience: Entry Level Employee Referral Amount:... ...from C5ISR, AI and Big Data, cyber operations and synthetic training... ...enhance the performance of other analysts. Ensures adherence to service...
Requirements native in English Proficient in Chinese-English translation and interpretation Degree in translation, interpretation, language studies, or related field Experience in translation, interpretation, localization, or communications Curious, quick...
...The Archdiocese of St. Louis Catholic Education and Formation features an expansive coalition of schools that allow our children to develop a sense of purpose and value, receive a higher quality education, join a welcoming community and feel secure in a a dynamic future...
**Additional Information** On Call, Pay: $16.50/hour**Job Number** 25120006**Job Category** Food and Beverage & Culinary**Location... ...POSITION SUMMARY**Our jobs aren't just about serving guests during a banquet or event. Instead, we want to build an experience that is...