Managing a financial center and its employees on a day-to-day basis
Operating as a business owner and fostering a team environment
Instilling an effective client-centric and risk culture in the center
Helping clients achieve their financial goals
Ensuring operational excellence and cohesive effectiveness
Requirements
1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a 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 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
Must be able to work weekends and/or extended hours