Financial Center Manager

Bank of America; San Jose (CA); Presencial; USD 77.000 - 109.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits eligible

Annual discretionary plan

Descripción de la vacante

Bank of America is seeking a capable leader to manage a financial center and its team. You will drive client-focused service, foster a risk-aware culture, and role-model performance through coaching and structured routines.

This position requires weekend/extended hours and the ability to work at multiple centers within a reasonable distance. The role emphasizes talent development, client engagement, and operational excellence, with compensation in the posted annual pay range and benefits

Formación

• Minimum of leadership experience demonstrated through coaching, mentoring or managing a work team.
• Strong work ethic with results-driven mindset and client focus.
• Ability to learn and adapt to new information and technology platforms.
• Experience in financial services or customer-focused environments is a plus.

Responsabilidades

• Develops talent and proactively sources candidates.
• Manages client traffic, routes clients, and fosters client retention.
• Drives business results through management routines and coaching.
• Creates a world-class client experience environment.
• Manages market-level initiatives prescribed by market leaders.

Conocimientos

Leadership experience

Coaching

Customer service

Management

Team building

Performance management

Educación

High School Diploma / GED

Descripción del empleo

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

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

Managerial Responsibilities: 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.

Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner’s mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Qualifications: Minimum of one year of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team 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 effective to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives 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 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 Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Desired Qualifications: One year of management experience including hiring, coaching and developing direct reports Experience in financial services and knowledge of financial services industry, products and solutions Experience working in an environment with individual and team goals where goals were routinely met or exceeded Bilingual skills

Skills: Coaching Customer Service Management Customer and Client Focus Performance Management Talent Development Business Operations Management Recruiting Result Orientation Risk Management Sales Performance Management Inclusive Leadership Leadership Development Prioritization Problem Solving Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details US - CA - San Jose - 2975 Meridian Ave - HACIENDA GARDENS BC (CA3162) Pay and benefits information Pay range $76,500.00 - $109,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

About Bank of America

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.

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Values

Learn about our four values that represent what we believe.

Pay Transparency

https://careers.bankofamerica.com/en-us/pay-transparency