Consumer Banking Performance Manager

Bank Of America Corporation Bridgeport , CT 06602

Posted 4 months ago

Job Description:

The Unregistered Performance Manager (PM) will work closely with Region Executives (RE) and Market Leaders (ML) 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 MLs, 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 MLs on using talent analytics, top

talent retention and partner integration (for example, an PM will analyze an 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 inmarket visits with REs/MLs 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 Manager (OM) 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.

Primary Responsibilities:

  • Travel weekly to financial centers to observe sales activities and coach MLs 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 REs 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)

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: 09/24/2018

Location: Hartford, CT, WEST END BC, 550 Farmington Ave, Bridgeport, CT, BOSTON AVENUE BC, 2091 Boston AVE, Westport, CT, WESTPORT BC, 126 Post RD E, Stamford, CT, HIGH RIDGE BC, 1070 High Ridge RD, Meriden, CT, MERIDEN BC, 400 E Main St, New Haven, CT, NEW HAVEN GREEN BC, 157 Church ST, Norwalk, CT, CALDOR BC, 644 Main Ave, East Hartford, CT, 99 Founders PLZ (CT2547), Providence, RI, 100 WESTMINSTER ST (RI1536), - United States

Travel: Yes, 50% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sr Bus Banking Undrwriter

People's United Bank

Posted 2 days ago

VIEW JOBS 1/15/2019 12:00:00 AM 2019-04-15T00:00 Job Description This position is responsible for analyzing the most complex loans and those loans whose repayment is dependent upon projected results. This position reviews business and personal financial statements and tax returns to determine the creditworthiness of potential borrowers and their guarantors. In addition, this position works closely with loan officers and occasionally with customers to ensure that all of the facts concerning loan requests and the borrower's financial condition are accurately stated. Principal Responsibilities: Analyzes a variety of highly complex business and financial statements including income statements and balance sheets to determine loan structure, collateral, business and personal global debt service ability, and cash flow. Recommends approval or rejection of loan request to management. Independently prepares loan presentations, accurate financial spreads and clear, concise and comprehensive written loan approval memos. Utilizes comprehensive understanding of all aspects of credit scoring software and personal and business credit reports to support the underwriting process. Underwrites the business credit line product using credit scoring and traditional analysis. Works directly with internal and external customers to communicate information regarding this product. Develops and maintains extensive knowledge of a wide variety of financial statements and documents, credit analysis, products offered, internal policies and procedures and regulatory requirements. Plays a key role in special projects and initiatives as requested. Acts as a resource to Small Business Underwriters. Participates in the formal training and development of junior staff members. Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies. Employment Type Full Time Job Requirements College degree or equivalent work experience required. 2-5 years relevant experience. Additional Job Requirements: Excellent written, verbal and presentation skills are needed to communicate in a clear and concise manner with internal and external customers. Excellent PC skills including word processing, spreadsheet and internal loan and deposit systems. Excellent analytical skills are needed to evaluate financial and credit documents. Extensive knowledge of financial statements and documents, credit analysis, products offered, internal policies and procedures and regulatory requirements. Ability to share knowledge and skills and participate in the training of junior staff members. Must possess strong objective decision making ability and the ability to prioritize work in a fast paced environment to meet internal and external needs. People's United Bank Bridgeport CT

Consumer Banking Performance Manager

Bank Of America Corporation