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, fosters a team environment, builds a client-centric and risk-aware culture, and helps clients achieve their financial goals. The manager ensures operational excellence and cohesive execution while delivering a world-class client experience. The position includes developing talent, managing client traffic and retention, coaching employees toward business results, implementing market-level initiatives, and engaging employees in business strategy and priorities. Managers are also expected to create an inclusive team, use data and continuous improvement to guide processes, communicate business goals clearly, identify and resolve risks, coach and develop team members, manage expenses, support talent mobility, and deliver business outcomes through effective team management. This role is based at the Indio Main financial center in Indio, California. It is an in-office role with a first shift schedule of 40 hours per week. Weekend and/or extended-hours work may be required, and the manager may be scheduled at any financial center within a reasonable distance. The position pays $76,500–$109,200 annualized, with offers based on experience, education, and skills. It is eligible for an annual discretionary incentive plan and employee benefits, including paid time off.

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.
  • Ability to identify solutions based on client needs, resolve problems independently, or involve others as needed.
  • Effective and confident communication skills and comfort engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Strong critical-thinking and problem-solving skills.
  • Ability to follow established processes and guidelines and comply with applicable laws and regulations.
  • Ability to manage time and capacity efficiently.
  • Ability to manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
  • Ability to interpret performance results, identify opportunities, and hold others accountable for results.
  • Ability to work weekends and/or extended hours, including possible scheduling at another financial center within a reasonable distance.
  • High school diploma, GED, secondary school qualification, 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 routing clients appropriately 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 in 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 and encourage 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 through talent mobility.
  • Deliver results through effective team management, structure, and routines.
  • Work weekends and/or extended hours when required, potentially at a financial center within a reasonable distance.

Benefits

  • Paid time off
  • Benefits eligibility
  • Annual discretionary incentive plan
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