About The Position

The Financial Center Assistant Manager helps manage a financial center in collaboration with senior team members. The role supports operational excellence and ensures the center runs effectively and cohesively. Responsibilities include overseeing the teller line, day-to-day adherence to policies and procedures, and efforts to improve financial center performance. The assistant manager ensures directives are implemented and takes leadership responsibility for the financial center when teammates are absent. The role includes managing client traffic and business results, creating a strong client experience, executing market-level initiatives, and engaging employees in the business strategy. The position requires weekend and/or extended-hours availability and may involve scheduling at any financial center location within a reasonable distance.

Requirements

  • High School Diploma, GED, Secondary School, or equivalent.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborates effectively, building and nurturing strong relationships.
  • Passion, commitment, and drive to deliver an experience that improves clients' financial lives.
  • Confidence identifying solutions based on client needs and resolving problems independently or bringing in others as needed.
  • Effective and confident communication, with comfort engaging all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Strong critical-thinking and problem-solving skills to meet clients' needs.
  • Follows established processes and guidelines, doing what is right for clients and the bank and adhering to applicable laws and regulations.
  • Ability to manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
  • Ability to interpret performance results, identify opportunities to drive success, and hold others accountable to results.
  • Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.

Nice To Haves

  • Experience in financial services and knowledge of the financial services industry, products, and solutions.
  • Experience in mortgage, retail, and/or hospitality.
  • Experience working in an environment with individual and team goals that were routinely met or exceeded.
  • Bilingual skills.

Responsibilities

  • Manage client traffic, engage and appropriately route clients, and foster client retention.
  • Manage business results through formalized management routines and coaching.
  • Create a world-class client experience environment.
  • Manage market-level initiatives prescribed by market leaders.
  • Drive operational excellence by engaging employees on business strategy.
  • Manage organizational priorities and effective execution.
  • Support operational excellence, including smooth and efficient teller-line functioning and day-to-day policy and procedure adherence.
  • Ensure directives are implemented and assume leadership responsibility for the financial center when teammates are absent.
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