Financial Center Manager

Bank of America • Greenbrae, CA

26d • $76,500 - $109,200 • 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 team execution.

The position is open across the market, with the specific location determined by business needs. The employee will train at one financial center and may then move to another location within a reasonable commuting distance of home, as permitted by applicable law.

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 the client's best interest.
• Collaborates effectively and builds and nurtures strong relationships.
• Demonstrates passion, commitment, and drive to improve clients' financial lives.
• Can identify solutions based on client needs and resolve problems independently or involve others as needed.
• Communicates effectively and confidently and is comfortable engaging with all clients.
• Can learn and adapt to new information and technology platforms.
• Applies critical thinking and problem-solving skills to meet client needs.
• Follows established processes and guidelines, acts in the best interests of clients and the bank, and adheres to applicable laws and regulations.
• Manages time and capacity efficiently.
• Can manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
• Can interpret performance results, identify opportunities to drive success, and hold others accountable for results.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location 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 appropriately routing 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.
• Demonstrate and expect process knowledge, data-driven decisions, simplicity, and continuous improvement.
• Deliver clear and concise messages that motivate, explain the rationale, 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

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees.
• Eligible to participate in an annual discretionary incentive plan; awards are based on individual performance and behaviors, 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