Financial Center Manager - Austin North

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 and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve their financial goals. The role includes ensuring 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 initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Managerial responsibilities

• Breaks down barriers to create a more inclusive environment that supports company D&I goals
• Challenges end-to-end process efficiency and effectiveness, champions data-driven decision-making, and removes obstacles to optimize operations
• Contributes to enterprise strategy and influences messaging to connect team contributions to business purpose, results, and success
• Inspects and challenges risk controls, governance, and culture to ensure the timely identification, escalation, debate, and remediation of risk across the organization
• Coaches to sustain and elevate organizational performance while differentiating to ensure pay for performance
• Efficiently allocates and manages resources across the organization to drive short and long term profitability
• Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs
• Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage

Required qualifications

• 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team
• Is an 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 our clients' financial lives
• Is 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
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow 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 your time and capacity
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• Can be flexible to work weekends and/or extended hours as needed

Desired qualifications

• 1+ years 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 – Spanish highly desired

Skills

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

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