Financial Center Manager- Berkeley Area

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

Job summary

Bank of America is seeking a dynamic leader to manage a financial center and its team, fostering a client-centric and compliant culture while driving business results. The role involves talent development, coaching, and ensuring operational excellence across the center.

Responsibilities include talent sourcing, client flow management, and implementing market initiatives with a focus on inclusive leadership and effective execution.

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 results focus for clients.
• Ability to collaborate and build strong relationships to deliver client outcomes.
• Clear, confident communication to engage clients and explain solutions.
• Ability to learn new information and technology platforms and think critically to solve problems.

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.

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

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. 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.

Job Description: This job is responsible for managing a financial center and its employees on a day‑to‑day 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. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

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

• 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 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
• 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

FDIC Shift: 1st shift (United States of America) Hours Per Week: 40

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

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

Company Culture

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.