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Financial Center Manager - Harvard Square Financial Center - Cambridge, MA

Bank of America

Cambridge (MA)

On-site

USD 80,000 - 100,000

Full time

30+ days ago

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Job summary

An established industry player seeks a dynamic Financial Center Manager to lead a team in delivering exceptional client experiences. This role encompasses daily management, talent development, and strategic execution to enhance client satisfaction and operational efficiency. The ideal candidate will possess strong leadership skills, a client-focused mindset, and the ability to drive results in a fast-paced environment. You'll have the opportunity to make a significant impact while working in a diverse and inclusive workplace that values your contributions. Join a forward-thinking organization that prioritizes your growth and success!

Qualifications

  • 3+ years of experience in managing and coaching teams.
  • Strong focus on client satisfaction and operational excellence.

Responsibilities

  • Manage the daily operations of a financial center and its employees.
  • Foster a client-centric culture and ensure operational excellence.

Skills

Team Management
Client Engagement
Problem Solving
Critical Thinking
Time Management
Relationship Building
Adaptability

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!

Role Overview:

This role is responsible for the daily management of a financial center and its 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.

Responsibilities:

  1. Develop talent, including proactive sourcing of candidates.
  2. Manage client traffic, engaging and appropriately routing clients and fostering client retention.
  3. Manage business results through formalized management routines and coaching.
  4. Create a world-class client experience environment.
  5. Manage market-level initiatives prescribed by market leaders.
  6. Drive operational excellence by engaging employees on business strategy.
  7. Manage 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:

Managerial Responsibilities:

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

Required Skills:

  1. Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  2. Collaborates effectively to get things done, building and nurturing strong relationships.
  3. Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
  4. 3+ years of demonstrated experience building, leading, managing, and coaching a team.
  5. Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
  6. Communicates effectively and confidently, and is comfortable engaging all clients.
  7. Ability to learn and adapt to new information and technology platforms.
  8. Applies strong critical thinking and problem-solving skills to meet clients’ needs.
  9. Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  10. Efficiently manages time and capacity.
  11. Can manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
  12. Can interpret performance results, find opportunities to drive success, and hold others accountable to results.
  13. Flexible to work weekends and/or extended hours as needed.

Preferred Skills:

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