Job Information
Bank of America Client & Business Manager II in Clayton, Missouri
Client & Business Manager II
Clayton, Missouri
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
The CBM II is responsible for the performance and talent management of sales, investment, and/or fiduciary support associates in their Private Bank market. As such, this role is also responsible for ensuring the markets delivery of the client service experience. Will also drive execution of strategic initiatives, risk management and oversight, and client and business management functions across the market. May also have ownership of budget/financial management, personnel processes, client service processes and events.
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.
Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I 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 team work.
Additional Responsibilities:
Client Service Experience
Execute at-risk and client retention process
Drives the client experience including ownership of client issues, client satisfaction and delivery of Private Bank full capabilities
Drive execution of Market level Client Advisory Councils
Risk Management
Work with key partners to mitigate fraud and service risk
Drive understanding & adherence to policy & procedures across market
SIAI - Proactive identification and resolution of issues
Manage client compliant process
Strategic Execution and Initiative Planning
Develops market-level strategy/business review presentations
Drives execution of business initiatives across market
Owns market-wide communication strategy
Business Management & Reporting
Drives MMT leadership and market-level business routines
Partner with Finance on budgetary and expense management
Partner with Corporate Workplace on space planning and office needs
Ensure completion of all administrative functions across market
Drives process efficiency and execution across market (all disciplines) to increase ease of doing business
Business performance tracking across key metrics
Compensation tracking & reporting (including AGA execution)
Oversee coordination of Business Continuity plans and activities
Coordinate training participation of client teams
Oversight and Administration
Owns key oversight functions such as KYC’s, Money Movement, account opening, Disc Distributions, Asset Allocation Monitoring, Reg 9, Investment Policy Statements and ARQs
Coordinate risk/oversight priorities across the market
Ensures market completion of mandatory training
Desired Skills:
Well versed in Private Bank capabilities and solutions, industry service practices and trends, online/mobile environment
Thorough knowledge of Private Bank/fiduciary client and risk/oversight functions and products
Understanding of business strategy
BA/BS degree or equivalent experience preferred
Required Skills:
Synthesizes information effectively to create compellingpresentations/documents(strong PowerPoint and Excel capabilities)
Communicates clearly and concisely, both verbally and in writing
Collaborates effectively with peers and partners
Strong skill set in negotiation, influencing and conflict management
Demonstrated ability to attract, manage, develop, coach and retain top/high performing talent
Ability to gain followership from reports and credibility across client teams
Ability to builds a team culture; is collaborative and inclusive
Skills:
Business Acumen
Business Operations Management
Coaching
Customer and Client Focus
Reporting
Attention to Detail
Business Process Analysis
Continuous Improvement
Customer Service Management
Talent Development
Drives Engagement
Hiring and Onboarding
Issue Management
Process Management
Risk Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .
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