Financial Center Assistant Manager

Jobtailor; South Pasadena (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a Financial Center Manager in South Pasadena, CA to lead day-to-day operations and a teller line, ensuring adherence to policies and delivering a world-class client experience. You will collaborate with senior leaders to drive performance and coach staff for success.

The role emphasizes client retention, cross-functional teamwork, and executing market initiatives while managing both priorities and schedules in a fast-paced environment.

Qualifications

• Must have strong client-facing skills and a track record of managing teams.
• Proven ability to drive operational excellence and financial center performance.
• Experience with mortgage, retail, or hospitality sectors is a plus.

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.
• 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.
• Drive operational excellence by engaging employees on business strategy.
• Manage organizational priorities and effective execution.

Skills

Client Relationship Management

Operational Leadership

Financial Center Management

Policy Adherence

Coaching

Communication

Bilingual

Education

High School Diploma

GED

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
• Effective collaboration and relationship-building skills
• Passion, commitment and drive to improve clients' financial lives
• Ability to identify client solutions and resolve problems independently or escalate as needed
• Effective and confident communication skills
• Ability to learn and adapt to new information and technology platforms
• Strong critical thinking and problem-solving skills
• Adherence to established processes, 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, including at any financial center location within a reasonable distance
• High School Diploma / GED / Secondary School or equivalent
• Experience in financial services and knowledge of financial services industry, products and solutions
• Experience in mortgage, retail and/or hospitality
• Experience working with individual and team goals
• 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 managing client relationships effectively in a fast-paced environment.

Highest-signal resume keywords

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

Hard Skills

• Financial Products Knowledge
• Policy Adherence
• Performance Interpretation
• Business Strategy Execution
• Coaching and Development

Soft Skills

• Effective Communication
• Collaboration Skills
• Critical Thinking
• Self-Starter Attitude
• Adaptability

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Mortgage
• Retail
• Hospitality
• Client Retention
• Market-Level Initiatives