Financial Center Manager - Carmel Mountain Financial Center

Bank of America • San Diego, CA

13d • Onsite

About The Position

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, establishes a client-centric and risk-aware culture, and helps clients achieve their financial goals. The manager is responsible for operational excellence and effective execution, while delivering a strong client experience and managing business results.

The position develops talent, including proactively sourcing candidates; manages client traffic and retention; coaches employees through formal management routines; leads market-level initiatives; and ensures organizational priorities are executed. Managerial expectations include promoting inclusion, using data and process knowledge to improve performance, communicating business priorities, managing risk and expenses, developing and supporting team members, and delivering business outcomes.

The role is based at the Carmel Mountain Financial Center in San Diego, California. Bank of America describes its work culture as in-office, with role-specific flexibility based on responsibilities and business needs. The schedule is first shift, 40 hours per week, and the manager must be able to work weekends and/or extended hours and may be scheduled at another financial center within a reasonable distance. The annual pay range is $76,500 to $109,200, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and employee 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 a strong focus on results in clients' best interests.
• Ability to collaborate effectively and build and nurture 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 involving others as needed.
• Effective and confident communication skills, including comfort engaging with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Strong critical-thinking and problem-solving skills to meet clients' needs.
• 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 to drive success, and hold others accountable for results.
• Must be able to work weekends and/or extended hours, potentially at any 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 the financial services industry, products, and solutions.
• Experience in an environment with individual and team goals where goals were routinely met or exceeded.
• Bilingual skills.

Responsibilities

• Manage a financial center and its employees on a day-to-day basis.
• Operate as a business owner and foster a team environment.
• Instill a client-centric and risk-aware culture in the financial center.
• Help clients achieve their financial goals while ensuring operational excellence and cohesive effectiveness.
• Develop talent, including proactively sourcing candidates.
• 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 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 clear, concise messages that motivate and connect contributions to business results.
• Lead and encourage 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 talent mobility for career growth.
• Deliver results through effective team management, structure, and routines.

Benefits

• Access to paid time off.
• Benefits eligibility.
• Annual discretionary incentive plan eligibility, with awards based on individual performance and behaviors, line-of-business and/or group performance and contributions, and overall company success.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
• Resources and support for employees.

What This Job Offers

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