Financial Center Manager

Bank of America • San Jose, CA

1d • 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 ensures operational excellence and cohesive execution.

The position develops talent, manages client traffic and retention, coaches employees to achieve business results, creates a strong client experience, carries out market-level initiatives, and drives organizational priorities. Managers are also expected to create an inclusive team, use data and process knowledge, communicate clearly, identify and address risks, coach and develop employees, manage expenses, support talent mobility, and deliver business outcomes through effective team management.

The role is based at the San Jose, California financial center listed in the posting. Bank of America describes an in-office culture with role-specific flexibility based on responsibilities and business needs. The position is first shift, 40 hours per week, and requires availability to work weekends and/or extended hours, including possible scheduling at another financial center within a reasonable distance. The role is eligible for a discretionary annual incentive and 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 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 involving 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 to meet client needs.
• Ability to follow established processes and guidelines and comply with applicable laws and regulations.
• Ability to efficiently manage time and capacity.
• 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.
• Availability to work weekends and/or extended hours, including possible scheduling at another financial center within a reasonable distance.
• High school diploma, GED, secondary school completion, 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.
• Demonstrate and expect process knowledge, data-driven decisions, simplicity, and continuous improvement.
• Deliver clear, concise messages that motivate employees and connect their 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.
• Work weekends and/or extended hours as required, potentially at a financial center within a reasonable distance.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employee well-being and impact.
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behavior, line-of-business and/or group performance, and company success.

What This Job Offers

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