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Comerica
Boca Raton, FL | Full Time
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Bank of America
Boca Raton, FL | Full Time
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Market Client Relationship Manager
Bank of America Boca Raton, FL
$129k-163k (estimate)
Full Time | Banking 2 Months Ago
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Bank of America is Hiring a Market Client Relationship Manager Near Boca Raton, FL

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:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

Responsibilities:

  • Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
  • Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
  • Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
  • Oversees the client service experience and reviews the approval of new client accounts
  • Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

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.

Required Qualifications:

  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
  • Minimum of 5 years professional experience ​

Skills:

  • Compensation Analysis
  • Performance Management
  • Process Performance Management
  • Referral Management
  • Workforce Planning
  • Due Diligence
  • Internal Audit Review
  • Leadership Development
  • Recruiting
  • Risk Management
  • Client Management
  • Customer Service Management
  • Employee Counseling
  • Succession Planning
  • Trade Operations Management

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$129k-163k (estimate)

POST DATE

03/30/2024

EXPIRATION DATE

05/29/2024

WEBSITE

bankofamerica.com

HEADQUARTERS

FARMINGTON, NM

SIZE

>50,000

FOUNDED

1968

CEO

LINDA BOYCE

REVENUE

>$50B

INDUSTRY

Banking

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About Bank of America

Bank America is an insurance company based out of P.O. BOX 15292, Richmond, Virginia, United States.

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