Financial Center Manager
$76,500–$109,200 year
On-siteBerkeley, California, United States
Job Summary
Operate as a business owner managing a financial center and its employees on a day-to-day basis. Develop talent through proactive sourcing, recruiting, on-boarding, and coaching direct reports. Manage client traffic, engage and route clients appropriately, and foster client retention to achieve financial goals. Drive operational excellence by engaging employees on business strategy, executing market-level initiatives, and resolving potential risks. Create a cohesive, client-centric environment while managing organizational priorities and expenses with an owner's mindset. This role requires 40 hours per week, with potential mobility to other locations within reasonable commuting distance.
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
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