Financial Center Manager

ghr; Portland (OR); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America is seeking a Financial Center Manager to lead a financial center and its team, delivering a world-class client experience and driving responsible growth. The role emphasizes client-centric leadership, risk discipline, and operational excellence in a dynamic banking environment.

You will develop talent, coach staff, manage client flow, and align priorities with market leadership while ensuring regulatory compliance and sound financial decisions.

Qualifications

• 3+ years’ experience building, leading, managing and coaching a team.
• Proven ability to develop talent and coach for performance.
• Strong communication, client-focus and time management skills.

Responsibilities

• Manages daily operations of a financial center and its employees.
• Drives a world-class client experience and client retention.
• Coaches staff through formal routines and performance feedback.
• Ensures risk discipline, controls and compliance with laws.

Skills

Team leadership

Coaching

Client focus

Time management

Problem solving

Communication

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

This role is responsible for the daily management of a financial center and it's employees. This role operates as a business owner and is responsible for fostering a team environment, instilling an effective client-centric and risk culture in the center, and demonstrating that we are here collectively to help customers achieve their financial goals. The financial center manager holds a critical role, ensuring operational excellence and cohesive effectiveness.

A Financial Center Manager (responsibilities):

• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

Managerial Responsibilities:

• Diversity & Inclusion: Model an inclusive environment for employees and clients, aligned to company D&I goals.
• Manager of Process & Data: Demonstrate deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement.
• Enterprise Advocate: Communicate enterprise decisions, purpose and results, and connect to team strategy, priorities and contributions.
• Risk Manager: Ensure proper risk discipline, controls and culture are in place to identify, elevate and debate issues.
• People Manager & Coach: Provide inspection, coaching and feedback to motivate, differentiate and improve performance.
• Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions.
• Enterprise Talent Leader: Assess talent and build bench strength for roles across the organization.
• Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting and appropriately delegating team work.

You’re a person who (required skills):

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Has 3+ years’ of demonstrated experience building, leading, managing and coaching a team.
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages your time and capacity.
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
• Can interpret performance results, find opportunities to drive success and hold others accountable to results.
• Can be flexible to work weekends and/or extended hours as needed.

You’ll be more prepared if you have (desired skills):

• Experience in financial services and knowledge of financial services industry, products and solutions.
• Experience in mortgage, retail or hospitality.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
• Bilingual skills.

Skills Used in this Role:

• Coaching
• Customer Focus
• Decision Making
• Establishing Trust
• Influencing
• Learning Agility
• Demonstrating Technology
• Overcoming Objections
• Performance Management
• Risk Management
• Time Management
• Sales Management
• Consumer Products and Solutions
• Cash Management
• Multitasking

Shift: 1st shift (United States of America)

Hours Per Week: 40