Financial Center Manager --- South Coast Center Financial Center

Bank of America Bank of America · Banking · Santa Ana, CA

Bank of America is seeking a Financial Center Manager to oversee daily operations, manage employees, foster a client-centric and risk-aware culture, and drive business results. The role involves talent development, client engagement, operational excellence, and managing market initiatives. Key responsibilities include leading a team, ensuring a world-class client experience, and driving business outcomes through effective management and coaching. The position requires leadership experience, strong client focus, problem-solving skills, and adherence to regulations.

What you'd actually do

  1. Develops talent, including proactive sourcing of candidates
  2. Manages client traffic, engaging and appropriately routing clients, and fostering client retention
  3. Manages business results through formalized management routines and coaching
  4. Creates a world class client experience environment
  5. Manages market-level initiative prescribed by market leaders

Skills

Required

  • 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

Nice to have

  • 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