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, including smooth teller-line operations, day-to-day adherence to policies and procedures, and improvement of financial center performance. The assistant manager ensures directives are implemented and assumes leadership responsibility for the financial center when teammates are absent. The position manages client traffic and business results, coaches employees, and helps create a world-class client experience. It also supports market-level initiatives, organizational priorities, and effective execution while engaging employees on business strategy. The role requires weekend and/or extended-hour availability, which may include scheduling at another financial center within a reasonable distance.

Requirements

  • High school diploma, GED, secondary school education, or equivalent.
  • Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results and client interests.
  • Collaborate effectively and build and nurture strong relationships.
  • Demonstrate passion, commitment, and drive to improve clients' financial lives.
  • Identify solutions based on client needs and resolve problems independently or involve others as appropriate.
  • Communicate effectively and confidently and be comfortable engaging with all clients.
  • Learn and adapt to new information and technology platforms.
  • Apply critical thinking and problem-solving skills to meet client needs.
  • Follow established processes and guidelines, and comply with applicable laws and regulations.
  • Manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
  • Interpret performance results, identify opportunities to drive success, and hold others accountable for results.
  • Be available 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 clients, route them appropriately, 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 financial center operations, including teller-line functioning and adherence to policies and procedures.
  • Ensure directives are implemented and lead the financial center when teammates are absent.

Benefits

  • Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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