Premium Elite Senior Relationship Manager (Team Lead) - job 1 of 2

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!The Premium Elite Senior Relationship Manager (Team Lead) assists the Team Manager in overseeing the management of a team of Premium Elite Relationship Managers to deliver on client experience delivery, performance goals, such as driving asset consolidation and retention and expanding the breadth and depth of client relationship through product penetration, where appropriate.• Be the first point of contact for client escalations, work with partners to ensure expeditious and thorough research and resolution and follow-up as needed with clients• Handle various administrative and process management responsibilities such as book assignment administration, campaign• Provide immediate coaching for client experience improvement; listen to and grade Quality Assurance calls• Assist Relationship Managers with prioritizing and managing their books, constantly seeking opportunities to enhance client delight and advance our standing as the client's sole financial institution• Execute a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience• Requires in-depth knowledge of trading mechanics, fixed income, options, margin and margin regulations• Deliver efficient and responsive resolution for various client situations, owning the management of the case, researching the issue and communicating the solution to the client when appropriate• Exhibit critical thinking / problem solving skills to immediately address escalated client issues notice to deliver a best in class customer experience• Develop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategies• Review activities of team to improve performance execution while managing risk and minimizing exposure• Ability to work seamlessly across all Enterprise business lines including GWIM, US Trust, Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processesRequired Qualifications:• Experience with advanced trading strategies, options, fixed income, and margin required• Series 7 & 66 required• Series 9 & 10 preferred; if not currently held MUST be obtained within 90 days of start date• Confident and engaging presence• Sound decision making skills with ability to manage risk and overall client experience• Strong analytical and organizational skills• Strong interpersonal skills and the ability to work in a team environment• Ability to handle multiple tasks in a dynamic environmentDesired Qualifications:• Minimum two years of investment, trading and brokerage experience preferred• Knowledge of the Enterprise platforms a plus (US Trust, BAC, Advisory)Additional Skills Used:• Customer Experience Improvement• Leadership Development• Sales Performance Management• Strategic Thinking• Talent Development• Account Management• Client Experience Branding• Executive Presence• Relationship Building• Sales Strategy• Decision Making• Drives Engagement• Performance Management• Recruiting• Workforce PlanningEnterprise Job Description:Working in a sales and service environment, incumbents are responsible for assisting team managers with coaching and supervising a team of employees in the Consumer Investments Solutions & Client Services organization. They act as a subject matter expert and peer coach, sharing best practices to help improve customer satisfaction levels, productivity and asset growth. Recommends process improvements. Licensing requirements are as follows: Series 7, 66, 9 and 10 or their equivalent.Shift:1st shift (United States of America)Hours Per Week:40Pay Transparency detailsUS - RI - Lincoln - 670 George Washington Hwy (RI1541)Pay and benefits informationPay range$87,400.00 - $100,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.