Employee Banking & Investments – Performance Manager

Bank of America

. 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 .

Posted 5/16/2026full-timeSan Francisco • California, Illinois, Massachusetts, New York, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $138,200 - $174,200 per yearWebsite

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 for employees

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

leadershipcoachingmanagingrelationship buildingchange managementcommunicationstrategic planningtactical salesteamworkinfluence