Financial Center Assistant Manager

Jobtailor; Frisco (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Frisco, TX seeks a proactive leader to manage a financial center, champion operational excellence, and drive client retention. The role emphasizes collaboration with senior teams, adherence to policies, and delivering a world-class client experience across teller operations and market initiatives.

The ideal candidate will be a self-starter with strong communication, problem-solving, and adaptability, capable of guiding teams in a fast-paced setting and ensuring consistent

Qualifications

• Self-starter with a strong work ethic and results focus.
• Ability to collaborate and build strong relationships.
• Committed to improving clients' financial lives.
• Ability to learn and adapt to new information and platforms.
• Ability to follow established policies, laws and regulations.

Responsibilities

• Manage a financial center in collaboration with senior team members.
• Support operational excellence and ensure the financial center runs effectively and cohesively.
• Oversee smooth and efficient teller-line functioning.
• Ensure day-to-day policy and procedure adherence.
• Improve financial center performance.
• Lead when teammates are absent and implement directives.
• Manage client traffic, engage clients and route them appropriately.
• Foster client retention.
• Drive organizational priorities and effective execution.
• Create a world-class client experience environment.
• Manage market-level initiatives prescribed by market leaders.
• Drive operational excellence by engaging employees on business strategy.

Skills

Self-starter attitude

Effective communication

Relationship building

Critical thinking

Adaptability

Bilingual skills

Education

High School Diploma / GED / Secondary School or equivalent

Job description

• Manage a financial center in collaboration with senior team members
• Support operational excellence and ensure the financial center runs effectively and cohesively
• Oversee smooth and efficient teller-line functioning
• Ensure day-to-day policy and procedure adherence
• Improve financial center performance
• Implement directives and assume leadership responsibility when teammates are absent
• Manage client traffic, engage clients and route them appropriately
• Foster 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

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Collaborates effectively and builds strong relationships
• Passion, commitment and drive to improve clients' financial lives
• Ability to identify client solutions and resolve problems independently or escape as needed
• Effective and confident communication with all clients
• Ability to learn and adapt to new information and technology platforms
• Strong critical thinking and problem-solving skills
• Ability to follow established processes, guidelines, laws and regulations
• Ability to manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Ability to interpret performance results and hold others accountable
• Must be able to work weekends and/or extended hours
• May be scheduled at any financial center location within a reasonable distance
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Desired: Experience in financial services and knowledge of financial services industry, products and solutions
• Desired: Experience in mortgage, retail and/or hospitality
• Desired: Experience working with individual and team goals
• Desired: Bilingual skills

Core Competencies

Demonstrates strong leadership in managing financial center operations, ensuring adherence to policies and procedures while fostering a world-class client experience. Capable of driving performance improvements and engaging employees in business strategies to achieve organizational goals.

Highest-signal resume keywords

• Financial Services Experience
• Client Engagement
• Operational Excellence
• Problem-Solving Skills
• Bilingual Skills

ATS Optimization Keywords

Hard Skills

• Policy Adherence
• Performance Interpretation
• Business Strategy Execution
• Management Routines
• Financial Products Knowledge

Soft Skills

• Effective Communication
• Relationship Building
• Critical Thinking
• Self-Starter Attitude
• Adaptability

Industry Keywords

• Financial Center Management
• Client Retention
• Teller-Line Functioning
• Mortgage Experience
• Retail Experience