Develop Market Plans; provide performance analysis and reporting
Implement virtual community engagement strategy and refine Financial Center outreach approach
Execution of key EFS strategic initiatives and market level updates
Maintain strong Market, Site, and Lines of Business partnerships for Retail, Preferred, and Merrill
Provide field support: On-board/certify EFS Specialists, manage events, seminars, evaluate tools and resources for virtual/in-person delivery options
Manage Specialists coverage, communications and recognition
Perform related monitoring, business controls, and audit duties
Communicate BAC Employee value proposition to deepen relationships, promote financial wellness and help drive Life Plan adoption
Serve as BAC Brand Ambassador and Employee Client Advocate

Excellent analytical, problem-solving, and ability to formulate solutions
Strong ability to create strategic plans via market research and insights
Self-motivated with a strong work ethic and intense focus on results
Strong interpersonal skills, ability to proactively build trusted relationships and manage via influence
Assess and learn partner’s business, priorities, and challenges followed by execution
Excellent organizational and project management skills demonstrating effective time management skills and the ability to organize, prioritize in a matrix environment
Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
Communicates strategic business plans and tactical goals to team/partners
Displays passion, commitment and drive to deliver an experience that improves our employees’ financial lives
Proficiency in computer skills and professional programs (for example, Microsoft Office)

Lead - Employee Financial Services, Financial Center & Expansion Markets

Key skills