Financial Center Leader: Elevate Client Experience & Ops

Bank of America; Piedmont (CA); On-site; USD 77,000 - 109,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a results-driven leader to manage a financial center and its team, driving a client-focused culture and operational excellence. The role emphasizes coaching, talent development, and delivering an outstanding client experience across multiple centers within a market.

The position requires leadership experience, strong communication, and the ability to adapt to evolving platforms while maintaining compliance and service quality.

Qualifications

• Minimum of one year of leadership experience demonstrated through coaching, training and/or motivating a work team.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results for clients.
• Able to adapt to new information and technology platforms; strong critical thinking and problem-solving.
• Willing to work weekends and/or extended hours, with potential travel between nearby centers.

Responsibilities

• Develops talent, including proactive sourcing of candidates and coaching.
• Manages client traffic, engaging and routing clients, and fostering client retention.
• Drives operational excellence through formal management routines and execution.
• Creates a world-class client experience environment and aligns team toward business goals.

Skills

Coaching

Customer Service

Management

People Management

Recruiting

Risk Management

Sales Performance Management

Inclusive Leadership

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a results-driven leader to manage a financial center and its team, driving a client-focused culture and operational excellence. The role emphasizes coaching, talent development, and delivering an outstanding client experience across multiple centers within a market.

The position requires leadership experience, strong communication, and the ability to adapt to evolving platforms while maintaining compliance and service quality.