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Financial Center Manager - Winchester and Payne Financial Center

Financial Center Manager - Winchester and Payne Financial Center

at Bank of America

San Jose, CA

Posted: 1-22-2025

Finance

$98,657/year

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EDUCATIONAL BENEFITS

Tuition Reimbursement

OTHER BENEFITS

Healthcare, 401 K Retirement Plan, Career Development

About this Career

Financial Managers

Skills

Prioritization, Management, Debating, Coaching, Communication, Enthusiasm, Self-Motivation, Operational Excellence, Influencing Skills, Governance, Leadership, Multilingualism, Strong Work Ethic, Critical Thinking, Operations, Organizational Performance, Data-Driven Decision Making, Business Strategies, Problem Solving, Financial Services

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!
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 advantage
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 Minimum Education Requirement:
  • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:
FDIC/loan Originator Shift:
1st shift (United States of America)
Hours Per Week:
40 Pay Transparency details US
  • CA•San Jose•1337 S Winchester Blvd•Winchester And Payne (CA3220) Pay and benefits information Pay range $72,500.
00
  • $103,800.
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
Cookies:
Workday uses essential cookies only, to ensure the website works correctly. Please refer to the following policy for more information. 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! 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. Diversity and Inclusion Each employee brings unique skills, background and opinions. We see diversity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe.
Pay Transparency:
https://careers.bankofamerica.com/en-us/pay-transparency

Other Job Posting Details

Salary

Minimum

Maximum

$72,500/yr

$103,800/yr

MINIMUM EDUCATION LEVEL

High school or GED

MINIMUM YEARS EXPERIENCE

1