Financial Center Manager
4 weeks ago
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
Job Description:
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.
• Breaks down barriers to create a more inclusive environment that supports company D&I goals
• Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations
• Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success
• Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization
• Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance
• Efficiently allocates and manages resources across the organization to drive short and long term profitability
• Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs
• Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage4
Required Qualifications:
• 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse 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 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.
Desired Qualifications:
• 1+ years 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:
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving
Shift:
1st shift (United States of America)
Hours Per Week:
40
-
Financial Analyst
4 weeks ago
Newport Beach, United States Frist Responder Wellness Full timeWe are seeking an critical thinker and problem solver to join our growing company as our Financial Analyst! The Financial Analyst plays a crucial role in supporting our financial operations and strategic decision-making processes. The financial analysts possess strong analytical skills, a solid understanding of financial principles, and a passion for making...
-
Financial Analyst
4 weeks ago
Newport Beach, United States Frist Responder Wellness Full timeJob DescriptionJob DescriptionWe are seeking an critical thinker and problem solver to join our growing company as our Financial Analyst! The Financial Analyst plays a crucial role in supporting our financial operations and strategic decision-making processes. The financial analysts possess strong analytical skills, a solid understanding of financial...
-
Financial Analyst
2 weeks ago
Newport Beach, United States First Responder Wellness Full timeJob DescriptionJob DescriptionWe are seeking an critical thinker and problem solver to join our growing company as our Financial Analyst! The Financial Analyst plays a crucial role in supporting our financial operations and strategic decision-making processes. The financial analysts possess strong analytical skills, a solid understanding of financial...
-
Financial Center Manager Associate
6 days ago
Lake Worth Beach, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service,...
-
Financial Center Manager Associate
3 days ago
Lake Worth Beach, United States Fifth Third Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service,...
-
Financial Analysis Consultant
4 weeks ago
Newport Beach, United States Pacific Life Full timeProviding for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire...
-
Financial Analyst
6 days ago
Newport Beach, United States Zonda Full timeNewport Beach, CA | Hybrid Zonda is redefining the future of housing. We are perfectly placed in the heart of the fast-growing real estate industry. We are making big bets on the future of real-estate, trailblazing a 2030 vision for the industry. Here at Zonda, you’ll be able to use your passion and curiosity to drive the next generation of real estate...
-
Client Services Coordinator
1 week ago
Newport Beach, United States Tax & Financial Group Full time**Job description** Tax & Financial Group (TFG) is a 53+ year financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. **Primary responsibilities...
-
Paraplanner - Financial Services Industry
2 weeks ago
Virginia Beach, United States Ameriprise Financial - Virginia Full timeJob DescriptionJob DescriptionA dynamic, growth oriented, well established financial advisory practice is seeking a fulltime licensed Paraplanner. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help...
-
Financial Controller
1 week ago
Newport Beach, United States Sweet James LLP Full timeJob DescriptionJob DescriptionSweet James is a recognized Personal Injury law firm, dedicated to providing outstanding legal services and support to clients. This is for a full time, in-office position in Newport Beach, California.We are seeking a highly skilled Financial Controller to join our accounting team at our Newport Beach headquarters. The Financial...
-
Opportunity House Case Manager
1 month ago
Newport, United States Brighton Center Inc Full timePurpose:Provide guidance and support to young adults (18-24+) navigating post-secondary education. Foster connections to schools, employers, and communities, to enhance independent living skills in order to successfully transition into the workforce.Job Responsibilities:Provide Case Management to residentsAssess, coordinate, and provide direct services to...
-
Opportunity House Case Manager
1 month ago
Newport, United States Brighton Center Inc Full time $36,000 - $38,000Purpose:Provide guidance and support to young adults (18-24+) navigating post-secondary education. Foster connections to schools, employers, and communities, to enhance independent living skills in order to successfully transition into the workforce.Job Responsibilities:Provide Case Management to residentsAssess, coordinate, and provide direct services to...
-
Senior Banker
4 weeks ago
Ponte Vedra Beach, United States Bank of America Full timeDescription : This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform...
-
Administrative / Personal Assistant
4 days ago
Newport Beach, United States Financial Services Company Full timeJob DescriptionJob DescriptionFinancial Services Company looking for a responsible part-time Administrative / Personal Assistant to perform a variety of administrative and clerical task. Duties include assisting in daily office needs and managing the company's general administrative activities. This is an in person, on site position in Newport Beach,...
-
Newport Beach, United States Chick-fil-A University Center Irvine & Fashion Island Shopping Center Full timeJob Summary: We are looking for motivated and enthusiastic individuals to join our team as Front of House Shift Leaders at Chick-fil-A Fashion Island Shopping Center. The ideal candidate will be responsible for leading a team of Front of House team members, ensuring exceptional customer service, maintaining a clean and organized restaurant, and efficiently...
-
Financial Sales Manager
4 days ago
Pompano Beach, United States First Citizens Bank Full timeOverview: Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at...
-
Business Manager
2 days ago
Newport Beach, United States Pacifica Christian - Orange County Full timeJob DescriptionJob DescriptionBUSINESS MANAGER & CONTROLLERJob Title: Business Manager & ControllerOffice / Department: Office of Finance & Business Operations The Opportunity / Job SummaryThe Business Manager & Controller, manages and administers the school's business functions including: the annual budget, accounting, risk management/insurance,...
-
Property Manager
1 week ago
Newport Beach, United States California Commercial Real Estate Services Full timeCalifornia Commercial Real Estate Services is seeking a commercial property manager with 4 years of experience for a portfolio of medical office buildings in Southern California. **Qualifications** - 4+ years of experience as a property manager or assistant property manager with an active role in day-to-day property operations. - Proficiency in Microsoft...
-
Market Director
2 weeks ago
Newport Beach, United States Capstone Partners Financial and Insurance Services Full timeThe Market Director will perform a variety of functions supporting executive leadership and financial professionals from onboarding experience to successful launch into the firm. This individual will support executive leadership and producers as they set production goals, increase professional development, and work to achieve success. Duties Include:Assist...
-
Market Director
2 days ago
Newport Beach, United States Capstone Partners Financial and Insurance Services Full timeThe Market Director will perform a variety of functions supporting executive leadership and financial professionals from onboarding experience to successful launch into the firm. This individual will support executive leadership and producers as they set production goals, increase professional development, and work to achieve success. Duties Include:Assist...