Financial Center Manager

Jobtailor; Austin (TX); On-site; USD 58,000 - 78,000; Full time

Job summary

Jobtailor in Austin, TX seeks a dynamic leader to manage a financial center and its team, driving client-centric service and risk-aware operations. You will own business performance, coach staff, and partner with market leaders to execute strategic initiatives.

You will source and develop talent, oversee client traffic and retention, and champion data-driven decision making to fuel profitability and growth in a fast-paced environment.

Qualifications

• Experience leading a diverse work team with coaching and motivation.
• Ability to follow established processes, guidelines, laws, and regulations.
• Strong work ethic with results-driven mindset.

Responsibilities

• Manage a financial center and its employees on a day-to-day basis
• Operate as a business owner and foster a team environment
• Instill an effective client-centric and risk culture
• Help clients achieve their financial goals
• Ensure operational excellence and cohesive effectiveness
• Develop talent, including proactive candidate sourcing
• Manage client traffic, route clients appropriately, and 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
• Break down barriers to create an inclusive environment supporting company D&I goals
• Challenge process efficiency and effectiveness and promote data-driven decision-making
• Contribute to enterprise strategy and connect team contributions to business purpose and results
• Inspect and challenge risk controls, governance, and culture
• Coach to sustain and elevate organizational performance
• Allocate and manage resources to drive profitability
• Manage organizational succession and support enterprise talent needs
• Mobilize bank resources to meet client needs and gain competitive advantage

Skills

Leadership Experience

Client-Centric Approach

Operational Excellence

Coaching and Development

Financial Services Knowledge

Data-Driven Decision-Making

Process Efficiency

Time Management

Relationship-Building

Problem-Solving

Education

High School Diploma

GED

Secondary School Equivalent

Job description

• Manage a financial center and its employees on a day-to-day basis
• Operate as a business owner and foster a team environment
• Instill an effective client-centric and risk culture
• Help clients achieve their financial goals
• Ensure operational excellence and cohesive effectiveness
• Develop talent, including proactive candidate sourcing
• Manage client traffic, route clients appropriately, and 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
• Break down barriers to create an inclusive environment supporting company D&I goals
• Challenge process efficiency and effectiveness and promote data-driven decision-making
• Contribute to enterprise strategy and connect team contributions to business purpose and results
• Inspect and challenge risk controls, governance, and culture
• Coach to sustain and elevate organizational performance
• Allocate and manage resources to drive profitability
• Manage organizational succession and support enterprise talent needs
• Mobilize bank resources to meet client needs and gain competitive advantage

Requirements

• 1+ years leadership experience demonstrated through coaching, training, or motivating a diverse work team
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Effective collaboration and relationship-building skills
• Ability to identify client solutions and resolve problems independently or elevate 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
• Ability to follow established processes, guidelines, laws, and regulations
• Efficient time and capacity management
• Ability to manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment
• Ability to interpret performance results, identify opportunities, and hold others accountable
• Flexibility to work weekends and/or extended hours as needed
• High School Diploma / GED / Secondary School or equivalent
• Desired: 1+ years management experience including hiring, coaching, and developing direct reports
• Desired: Experience in financial services and knowledge of financial services products and solutions
• Desired: Experience in environments with individual and team goals
• Spanish bilingual ability highly desired

Core Competencies

Demonstrates strong leadership and coaching abilities to manage a financial center effectively while fostering a client-centric culture. Capable of driving operational excellence and managing resources to achieve business results and support talent development.

Highest-signal resume keywords

• Leadership Experience
• Client-Centric Approach
• Operational Excellence
• Coaching and Development
• Financial Services Knowledge

Hard Skills

• Financial Services Products
• Data-Driven Decision-Making
• Performance Interpretation
• Process Efficiency
• Resource Management

Soft Skills

• Effective Communication
• Relationship-Building
• Critical Thinking
• Problem-Solving
• Time Management

Certifications & Qualifications

• High School Diploma
• GED
• Secondary School Equivalent

Industry Keywords

• Client Retention
• Diversity and Inclusion
• Market-Level Initiatives
• Talent Sourcing
• Business Strategy