Jobs · Finance · California

Financial Center Manager

Bank of America · Oakland, CA · 1 wk ago
FinanceFull-time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college education, or varied work and life experiences, as they strengthen our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations with flexibility based on role-specific responsibilities and business needs. This position is open market-wide, and the specific Financial Center location will be based on business needs. If offered the role, you will train at one financial center and may later move to another location within a reasonable commuting distance of your home, as permitted by applicable law.

About the Role

This role 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 a client-centric and risk-aware culture, and helping clients achieve their financial goals. The role ensures operational excellence and cohesive effectiveness.

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

In addition to role-specific duties, all managers at this level demonstrate the following:

  • 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 escalate as needed
  • Communicates effectively and confidently, comfortable engaging all clients
  • Able 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, identifies opportunities to drive success, and holds others accountable
  • 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 the 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

  • Shift: 1st shift (United States of America)
  • Hours Per Week: 40

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