Performance Manager, Banking & Investments

Bank of America

Unregistered Performance Manager developing sales strategies at Bank of America. Collaborating with Division Managers and Market Leaders to drive Employee Banking and Investing effectiveness.

Posted 7/7/2026full-timeCharlotte • California, Illinois, Massachusetts, Nevada, New York, Texas, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $140,300 - $177,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading high-performing sales teams within the financial services industry, driving integration across products, and implementing effective client relationship processes. Proven ability to influence leaders and build trusted relationships while achieving sales goals and compliance.

Highest-signal resume keywords

Sales Team LeadershipClient Relationship ManagementSales Strategy DevelopmentPerformance ManagementRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ManagementPerformance MetricsSales ReportingGoal SettingLead ManagementTraining and OnboardingChange ManagementClient Experience ImprovementRevenue Growth StrategiesIntegration Across Products

Soft Skills

Influencing SkillsRelationship BuildingCommunication SkillsEnthusiasmOptimism

Industry Keywords

Financial ServicesConsumer BankingWorkplace BenefitsSales PlaybookPerformance ManagementComplianceSales TargetsTeamworkPartnership AbilityChange Agent

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

industry-leading benefits
access to paid time off
resources and support to contribute to the sustainable growth of our business and the communities we serve