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, 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

• 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

• High School Diploma / GED / Secondary School or equivalent

Desired Qualifications

• One year of management experience including hiring, coaching, and developing direct reports
• Experience in financial services and knowledge of the 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

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