About the role

  • Financial Center Manager responsible for managing a financial center team in San Diego. Focused on operational excellence and fostering a client-centric culture.

Responsibilities

  • This job 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.
  • 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.

Benefits

  • Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors.
  • Industry-leading benefits.
  • Access to paid time off.
  • Resources and support for employees.

Job title

Financial Center Manager

Job type

Experience level

Junior

Salary

$73,500 - $106,500 per year

Degree requirement

High School Diploma

Location requirements

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