Jobs · Sales · California

Market Financial Center Manager

Bank of America · Santa Clara, CA · 3 wk ago
SalesFull-time

About the Role

This position supports a cluster of financial centers in designated markets, serving as a backup financial center leader and market-level resource. Key responsibilities include managing the financial center as a business owner, fostering a team environment, and instilling a client-centric and risk-aware culture. The role drives operational excellence, ensuring all aspects of the financial center run effectively and cohesively.

Responsibilities

  • Operates as a backup financial center leader within a market
  • Manages client traffic, engaging and appropriately routing clients to foster retention
  • Drives business results through formalized management routines and coaching
  • Creates a world-class client experience environment
  • Manages market-level initiatives as prescribed by market leaders
  • Ensures operational excellence across the financial center

Managerial Responsibilities

In addition to role-specific duties, this position may include the following managerial responsibilities:

  • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully
  • Manager of Process & Data: Demonstrates process knowledge, data-driven decision-making, and continuous improvement
  • Enterprise Advocate & Communicator: Delivers clear, motivating messages that connect contributions to business results
  • Risk Manager: Leads and encourages the identification, escalation, and resolution of potential risks
  • People Manager & Coach: Develops team members through coaching and feedback
  • Financial Steward: Manages expenses with an owner’s mindset
  • Enterprise Talent Leader: Recruits, onboards, and develops talent while supporting career mobility
  • Driver of Business Outcomes: Delivers results through effective team management and structured routines

Requirements

  • Minimum of one year of leadership experience (e.g., coaching, training, or motivating a work team)
  • Demonstrated ability to influence and collaborate with others outside of direct reporting authority
  • Proven customer service skills and ability to resolve problems independently or escalate as needed
  • Strong financial and business acumen, including experience interpreting financial reports to drive profitability
  • Proven record of balancing risk and making sound decisions while achieving business goals
  • Strong interpersonal skills, including the ability to engage others in dialogue and build relationships
  • Strong organizational skills, including managing multiple responsibilities, prioritizing, and delegating
  • Excellent communication (verbal, non-verbal, written, and presentation) and active listening skills
  • Proficiency in computer skills and professional programs (e.g., Microsoft Office)
  • Ability to work weekends, extended hours, and travel to any financial center within the defined market

Qualifications

  • High School Diploma, GED, or equivalent (minimum education requirement)
  • Desired: One year of management experience, including hiring, coaching, and developing direct reports
  • Desired: Experience in consumer banking, financial services, mortgage, retail, or hospitality
  • Desired: Bachelor’s Degree in a related field
  • Desired: Bilingual (fluent verbal and written)

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.

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