About the role

  • Managing a financial center's operations and team to instill client-centric service and risk culture. Responsible for ensuring operational excellence and talent development.

Responsibilities

  • This job is responsible for managing a financial center and it's 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.
  • 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 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.
  • 1+ years of 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

Benefits

  • Health insurance
  • 401(k) matching
  • Paid time off
  • Career development opportunities
  • Employee discounts

Job title

Financial Center Manager

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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