Financial Center Manager

About the role

This position is responsible for managing a financial center and its employees on a day-to-day basis. Key responsibilities include operating as a business owner, fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve their financial goals. The role ensures operational excellence and cohesive effectiveness. The specific Financial Center location will be assigned based on business needs and may require relocation within a reasonable commuting distance of your home, as permitted by applicable law.

Responsibilities

• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world-class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Managerial Responsibilities

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully
• Manager of Process & Data: Demonstrates and expects process knowledge, data-driven decisions, simplicity, and continuous improvement
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why," and connect contributions to business results
• Risk Manager: Leads and encourages the identification, escalation, and resolution of potential risks
• People Manager & Coach: Knows and develops team members through coaching and feedback
• Financial Steward: Manages expenses and demonstrates an owner’s mindset
• Enterprise Talent Leader: Recruits, on-boards, and develops talent, and supports talent mobility for career growth
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines

Requirements

• Minimum of 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 intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment, and drive to deliver an experience that improves clients' financial lives
• Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Manages complexity, prioritizes tasks, delegates, and executes in a fast-paced environment
• Interprets performance results, finds opportunities to drive success, and holds others accountable to 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

Qualifications

• Desired:
  • One year of management experience including hiring, coaching, and developing direct reports
  • Experience in financial services and knowledge of financial services industry, products, and solutions
  • Experience working in an environment with individual and team goals where goals were routinely met or exceeded
  • Bilingual skills
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Skills

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

Schedule

• 1st shift (United States of America)
• 40 hours per week