Registered Senior

Company: Bank of America
Location: Charlotte
Posted on: April 1, 2026

Job Description:

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 Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD and Jacksonville, FL, Charlotte, NC and Pennington, NJ and is the primary service provider for Consumer Investments Solutions. The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, account maintenance and online access and navigation inquiries. The Manager in Training is a key role in Consumer Investments Client Services to acquire licensing and skills to prepare to lead a team of our Financial Service Representatives and provide exceptional service to our clients. Manger in Training will be responsible for obtaining 9 and 10 through half day dedicated study time and support Sr. Leader initiatives while gaining additional on the job skills. Become a licensed, registered Manager in Training responsible for the development and achievement of your team in the Consumer Investments Client Services organization. Responsibilities: Successfully obtain Series 7, 66, 9 & 10 Licenses Coach, motivate, supervise or support the broader business and teams You will deliver exceptional customer experiences by resolving all elevated client issues and teaching client ownership by example Develop your team through side-by-side coaching, relationship building, call review, consistent coaching and mentoring Sharpen your focus on compliance and regulatory standards: actively managing risk – reviewing sales practices, trades, communication and all faucets of team activity to ensure responsible growth Participate in foundational management training, leadership rotations and in-depth role-specific training The skills you bring to the role: You are able to understand investments and assist associates and customers with their financial needs Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems Focus on building relationships with teammates Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize Strong communication skills (verbal, non-verbal, and written) and active listening skills Availability to work weekends and/or extended hours as required to operate the business Driving Culture, leading a diverse team, client centric Managing risk Required Qualifications: Series SIE, 7, 66, 9 & 10 required to obtain within 210 days of hire If already have Series 7 & 66 then 9 & 10 will be required within 120 days hire Ability to understand investments and assist associates and clients with their financial needs Focus on building relationships with teammates Analytical ability with ability to manage multiple responsibilities and prioritize Strong communication skills (verbal, non-verbal, and written) and active listening skills Drive culture, leading a diverse client centric team Proven ability to manage risk - must utilize sound judgment to make business decision for shareholders and clients Must be client and associate focused Proven ability to coach and motivate others Lives the Bank of America Core Values: delivers for clients and shareholders, embraces the power of our people, acts responsibly and promotes opportunity Desired Qualifications: Capable of effectively coaching and mentoring team to meet metrics Ability to effectively manage workload in a fast-paced environment Excellent interpersonal, leadership and oral/written communication skills Capable of multi-tasking and working efficiently under stress and high volume Strong organizational and teamwork skills Knowledge of Consumer Investments and Merrill systems and clients a plus Collaborates effectively to get things done, building, and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. 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 For internal employees; participation in a work from home posture does not make you ineligible to post Additional Skills Used: Client Experience Branding Leadership Development Performance Management Relationship Building Sales Performance Management Account Management Customer Experience Improvement Executive Presence Sales Strategy Talent Development Decision Making Drives Engagement Recruiting Strategic Thinking Workforce Planning Enterprise 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. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Keywords: Bank of America, Charlotte , Registered Senior, Accounting, Auditing , Charlotte, North Carolina