About The Position

The Financial Center Assistant Manager supports the management of a financial center in collaboration with senior team members. The role helps ensure operational excellence and that 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 provides leadership for the financial center when teammates are absent. The role manages client traffic and business results, coaches employees, fosters client retention, and creates a world-class client experience. It also supports market-level initiatives, operational excellence, and effective execution of organizational priorities. The position is based at the Chinatown Financial Center in Boston, Massachusetts, and requires the ability to work weekends and/or extended hours, including possible scheduling at another financial center within a reasonable distance.

Requirements

  • High school diploma, GED, secondary school education, or equivalent.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and client interests.
  • Collaborates effectively and builds and nurtures strong relationships.
  • Demonstrates passion, commitment, and drive to improve clients’ financial lives.
  • Identifies solutions based on client needs and resolves problems independently or with assistance as appropriate.
  • Communicates effectively and confidently and is comfortable engaging with all clients.
  • Able to learn and adapt to new information and technology platforms.
  • Applies critical-thinking and problem-solving skills to meet clients’ needs.
  • Follows established processes and guidelines and adheres to applicable laws and regulations.
  • Manages complexity, prioritizes tasks, delegates, and executes in a fast-paced environment.
  • Interprets performance results, identifies opportunities to drive success, and holds others accountable to results.
  • Able to work weekends and/or extended hours, which may include scheduling 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 smooth and efficient teller-line operations and day-to-day adherence to policies and procedures.
  • Ensure directives are implemented and take leadership responsibility for the financial center when teammates are absent.
  • Work weekends and/or extended hours as required, potentially at another financial center within a reasonable distance.

Benefits

  • Benefits eligible.
  • Access to paid time off.
  • Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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