Job Description:
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, and helping clients achieve their financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
Responsibilities:
- Develop talent, including proactive sourcing of candidates
- Manage client traffic, engaging and appropriately routing clients, and fostering client retention
- Manage business results through formalized management routines and coaching
- Create a world-class client experience environment
- Manage market-level initiatives prescribed by market leaders
- Drive operational excellence by engaging employees on business strategy
- Manage organizational priorities and effective execution
Managerial Responsibilities:
- Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully
- Manager of Process & Data: Demonstrates and expects process knowledge, data-driven decisions, simplicity and continuous improvement
- Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the why and connect contributions to business results
- Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks
- People Manager & Coach: Knows and develops team members through coaching and feedback
- Financial Steward: Manages expenses and demonstrates an owner's mindset
- Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth
- Driver of Business Outcomes: Delivers results through effective team management, structure, and routines
Required Qualifications:
- 1+ years of leadership experience through coaching, training and/or motivating a work team
- Enthusiastic, self-motivated with a strong work ethic and intense focus on results, acting in the best interest of the client
- Effective collaboration and strong relationship building
- Passion and commitment to deliver experiences that improve clients' financial lives
- Confident in identifying solutions and resolving client problems independently
- Effective communication and comfortable engaging all clients
- Ability to learn and adapt to new information and technology
- Strong critical thinking and problem-solving skills
- Adherence to established processes, laws and regulations
- Efficient time and capacity management
- Ability to manage complexity, prioritize, delegate, and work in a fast-paced environment
- Can interpret performance results and hold others accountable
- Flexibility to work weekends and/or extended hours as needed
Desired Qualifications:
- 1+ years management experience including hiring, coaching and developing direct reports
- Experience in financial services industry and knowledge of products/solutions
- Experience working in goal-oriented team environments where goals were met or exceeded
- Bilingual Spanish preferred
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
Salary Range: $73,500.00 - $106,500.00 annualized salary (offers determined by experience, education, skill set)
Additional Info: Discretionary incentive eligible; benefits included; Bank of America culture emphasizes inclusion, operational excellence, and client-centric approach.
