Financial Center Manager

Role Overview

• This job is responsible for managing a financial center and its employees on a day-today 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.
• Job expectations include ensuring operational excellence and cohesive effectiveness.
• 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.

Requirements

• 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.
• 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

Benefits

• health insurance
• retirement plans
• paid time off
• flexible work arrangements
• professional development
• competitive benefits to support physical, emotional, and financial well-being