Employee Banking & Investments – Performance Manager

Job not on LinkedIn

🕒 May 16

🏢🏡 San Francisco – Hybrid

💵 $138.2k - $174.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Logo of Bank of America

Bank of America

WebsiteLinkedIn

10,000+ employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Bank of America is a leading global financial institution that provides a comprehensive range of banking, investment, and financial services to individuals, businesses, and institutions. Committed to responsible growth, the bank offers personal banking, small business support, wealth management services, and access to capital markets. With a focus on economic and social progress, Bank of America aims to drive sustainable finance, promote diversity, and support community development through various initiatives.

📋 Description

• 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 Consumer Banking and Workplace Benefits • Monitor EBI 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 • Support the team 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 • Lead and develop program initiatives relating to partners and process evolution

🎯 Requirements

• 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

🏖️ Benefits

• Industry-leading benefits • Access to paid time off • Resources and support for employees

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