Finance Assistant managing daily financial operations liaising with various departments. Ensuring compliance and supporting month - end processes for an international company in fashion and beauty.
BA
Onsite Consumer Investments Market Leader – Private Bank Financial Solutions Advisor
Posted 2 weeks ago
About the role
- Managing a team of Financial Solutions Advisors at Bank of America. Driving client experience strategies and ensuring operational excellence across multiple locations.
Responsibilities
- This job is responsible for managing a team that may be composed of field-based Financial Solutions Advisors.
- Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels.
- Job expectations include working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results.
- Models an inclusive environment for employees and clients, aligned to company D&I goals.
- Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Assesses talent and builds bench strength for roles across the organization.
- Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Requirements
- Has Series 7 and 66.
- Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53, or is able to obtain any/all required licenses within a specified period of time.
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations.
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
- Has 5+ years’ of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team.
- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Applies strong critical thinking and problem-solving skills to meet clients’ needs as well as escalate as needed with sense of urgency.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Can attract, recruit and retain an effective sales and operations team.
- Efficiently manages your time and capacity.
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
- Can interpret performance results, find opportunities to drive success and hold others accountable to results.
- Can be flexible to work weekends and/or extended hours as needed.
- Travel required: Will vary depending on geography.
- Is proficient in computer skills and professional programs (example: Microsoft Office).
- Has the ability to pass compliance requirements.
Benefits
- This 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.
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