Financial Center Manager

Bank of America • Monterey Park, CA

9h • 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, promotes a client-centric and risk-aware culture, and helps clients achieve their financial goals. The manager ensures operational excellence and cohesive execution while creating a world-class client experience.

The position includes developing talent, managing client traffic and retention, coaching the team to achieve business results, executing market-level initiatives, and driving operational priorities. Managers are expected to foster inclusion, use data and process knowledge to support continuous improvement, communicate clearly, identify and resolve risks, develop employees through coaching and feedback, manage expenses, recruit and onboard talent, and deliver business outcomes through effective team management.

This is an in-office role. The manager must be able to work weekends and/or extended hours and may be scheduled at any financial center location within a reasonable distance.

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, acting in clients' best interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to improve clients' financial lives.
• Confidence identifying solutions based on client needs and resolving problems independently or with help from others.
• 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, 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 any financial center within a reasonable distance.
• High school diploma, GED, secondary school credential, 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, motivating the team and connecting 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 results through effective team management, structure, and routines.

Benefits

• Paid time off.
• Access to resources and support for employees.
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behaviors, business-line or group contributions, and company success.
• Benefits eligibility.

What This Job Offers

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