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! Job Description: This role is responsible for supporting a cluster of Financial Centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Key responsibilities of the role include managing as a business owner fostering a team environment and instilling an effective client-centric and risk culture. These individuals drive operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: --- Operates as a backup financial center leader within a market--- Manages client traffic, engaging and appropriately routing clients and fostering client retention--- Manages business
results through formalized management routines and coaching--- Creates a world class client experience environment--- Manages market-level initiative prescribed by market leaders--- Drives operational excellence This position may also have responsibilities for managing associates.
At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Managerial Responsibilities: --- Diversity & Inclusion: Model an inclusive environment for employees and clients, aligned to company D&I goals. --- Manager of Process & Data: Demonstrate deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement.
--- Enterprise Advocate: Communicate enterprise decisions, purpose and results, and connect to team strategy, priorities and contributions. --- Risk Manager: Ensure proper risk discipline, controls and culture are in place to identify, escalate and debate issues. --- People Manager & Coach: Provide inspection, coaching and feedback to motivate, differentiate and improve performance. --- Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions.
--- Enterprise Talent Leader: backss talent and build bench strength for roles across the organization. --- Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting and appropriately delegating team work. Required skills: --- 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team--- Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals--- Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction--- Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability--- Proven record of balancing risk and making sound decisions while achieving business goals--- Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service--- Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results--- Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills--- Proficiency in computer skills and professional programs (for example, Microsoft Office)--- Ability to pass pre-employment backssments and compliance requirements--- Availability to work weekends and/or extended hours as required to run the business--- Must be able to travel to any financial center within the defined market Desired Skills: --- 1+ years management experience including hiring, coaching, and developing direct reports --- Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality--- Undergraduate degree--- Bilingual (fluent verbal and written)Skills Used in this Role: --- Risk Management --- Coaching --- Customer Focus --- Decision Making --- Establishing Trust --- Influencing --- Learning Agility --- Overcoming Objections --- Multitasking--- Performance Management --- Demonstrating Technology --- Time Management --- Sales Management --- Cash Management --- Building Rapport Shift:1st shift (United States of America)Hours Per Week: 40
LOCATION: DRA PER, UT At Incite Tax, we are all about helping business owners achieve financial freedo m. Most business owners don't realize there is a better and more effective way to treat their financial situation, and we want to help them. Our P hilosophy : T he IRS S ucks!
We want to help our clients use their hard-earned money to grow their wealth, scale their business es , and leave a n impact on their community , while not foolishly overpaying taxes. At Incite, w e don't let the IRS take advantage of what our clients don't know. Our priority is to educate our clients on tax benefits that are legal and defendable-saving them thousands of dollars! Our beli e f is that money is more
prudent in the hands of taxpayers versus surreptitiously sending it to the IRS. Our Manifesto At Incite Tax, we foster an environment where individuals can thrive both professionally and personally because of our commitment to the following tenants: #1 Prioritize Work-Life Balance #2 Reduce Excessive Work Hours #3 Provide Support for Families #4 Offer Mentorship and Feedback #5 Address Industry-Wide Issues #6 Promote a Caring Work Environment #7 Combat Greed and Unrealistic Expectations #8 Advocate for Industry Reform Come change the accounting industry with us!
Incite Tax Core Values: Value E xchange : We save our clients more in taxes than what they pay us. Self -Motivation : Team members
are driven to provide the best service to our clients. Constant Improvement : No one is perfect , and we can always find ways to improve.
We are just proactive about improvement. Key Responsibilities and Success Metrics: What does success look like? Serve as the first point of contact for your assigned bookkeeping clients Help clients create standardized charts of accounts Verify monthly bookkeeping pricing and develop clean up estimates Send monthly/quarterly financial reports to your clients Complete 8-10 hours of peer review per week. Provide feedback and coaching to junior team members Spend 3-5 hours a week working 1:1 mentoring early career Bookkeepers supporting their growth and accuracy Quickly and succinctly respond to clients within 24 hours (one business day) Ideal Candidate Characteristics: Super organized A planner who uses checklists regularly Independent and self-disciplined to accomplish tasks Loves processes, systems, and dad jokes Aggressive tax strategist who understands what is and what is not defendable Ability to answer client questions using laymen's language At Incite Tax, we e ncourage our staff to have a healthy work/life balance by provid ing benefits that support an enjoyable life outside the workplace.
B enefits & Perks : Health i nsurance 401K with employer match PTO 14 Paid h olidays including time between Christmas Eve - New Year ' s Casual a ttire Gym membership COMPENSATION: $60,000-65,000 APPLICATION PROCESS: It is important to us that the team members we hire start off on the right track with the right position.
Each interview stage is curated to ensure our new hires are set up for success from their first day on our team Apply online Complete Prevue backssment online within 24 hours of application (Approximately 35 minutes to complete) Initial Zoom Interview (Approximately 20 minutes) Skills Test 1 (Approximately 25 minutes to complete ) Second Interview (Approximately 1 hour ) Team Shadow Day " Experience a Day in the Life with Us " (2 hours )
