Financial Center Team Lead: Client Experience & Ops

Bank of America; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Charlotte, NC is seeking a Financial Center Manager to lead client traffic, ensure efficient teller operations, and drive performance across the center. The role emphasizes coaching, relationship-building, and a client-centric culture.

The ideal candidate will demonstrate strong leadership, problem-solving, and adherence to regulatory guidelines while delivering an exceptional client experience and guiding teams through daily operations.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Delivers an experience that improves clients' financial lives.
• Identifies solutions for clients and resolves problems independently or with others as needed.
• Communicates effectively and confidently with all clients.
• Learns and adapts to new information and technology platforms.
• Applies strong critical thinking and problem-solving skills.
• Follows established processes and guidelines to comply with laws and regulations.
• Manages complexity, prioritizes tasks, delegates and executes in a fast-paced environment.
• Interprets performance results and drives opportunities for success.
• Willing to work weekends and/or extended hours across multiple centers.

Responsibilities

• Manages client traffic, engaging and routing clients, and fosters client retention.
• Manages business results through formal management routines and coaching.
• Creates a world class client experience environment.
• Manages market-level initiatives prescribed by market leaders.
• Drives operational excellence by engaging employees on business strategy.
• Manages organizational priorities and executes effectively.

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Charlotte, NC is seeking a Financial Center Manager to lead client traffic, ensure efficient teller operations, and drive performance across the center. The role emphasizes coaching, relationship-building, and a client-centric culture.

The ideal candidate will demonstrate strong leadership, problem-solving, and adherence to regulatory guidelines while delivering an exceptional client experience and guiding teams through daily operations.