Financial Center Manager

Bank of America • San Jose, CA

19d • $76,500 - $109,200 • Onsite

About The Position

At Bank of America, the Financial Center Manager manages a financial center and its employees on a day-to-day basis. The role operates as a business owner and fosters a team environment, establishes a client-centric and risk-conscious culture, and helps clients achieve their financial goals. The manager ensures operational excellence and cohesive execution.

The position develops talent, manages client traffic and business results, creates a high-quality client experience, implements market-level initiatives, and engages employees in the business strategy. It may also include associate management responsibilities, such as coaching and developing employees, recruiting and onboarding talent, managing expenses, communicating business priorities, and identifying and resolving risks.

This role is based at the San Jose, California financial center and is in-office. It is a first-shift position scheduled for 40 hours per week, with weekend and/or extended hours possible and assignments at other nearby financial centers as needed. The role is eligible for an annual discretionary incentive plan and company benefits.

Requirements

• At least one year of leadership experience demonstrated through coaching, training, and/or motivating a work team.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results in the client's best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to improve clients' financial lives.
• Confidence identifying client solutions based on needs and resolving problems independently or with help from others as needed.
• Effective and confident communication skills and comfort engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Strong critical-thinking and problem-solving skills to meet client needs.
• Ability to follow established processes and guidelines and comply with applicable laws and regulations.
• Effective time and capacity management.
• Ability to manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
• Ability to interpret performance results, identify opportunities for success, and hold others accountable for results.
• Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• One year of management experience, including hiring, coaching, and developing direct reports.
• Experience in financial services and knowledge of financial services products and solutions.
• Experience working in an environment with individual and team goals that were routinely met or exceeded.
• Bilingual skills.

Responsibilities

• Develop talent, including proactively sourcing candidates.
• Manage client traffic by engaging and appropriately routing clients and fostering 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 ensure effective execution.
• Create an inclusive team where members are treated fairly and respectfully.
• Promote process knowledge, data-driven decisions, simplicity, and continuous improvement.
• Communicate clearly and concisely to motivate employees and connect contributions to business results.
• Lead the identification, escalation, and resolution of potential risks.
• Develop team members through coaching and feedback.
• Manage expenses and demonstrate an owner's mindset.
• Recruit, onboard, and develop talent, and support career growth and talent mobility.
• Deliver business results through effective team management, structure, and routines.

Benefits

• Access to paid time off.
• Industry-leading benefits and employee resources and support.
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behavior, business-line or group performance and contributions, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED