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About the Role

This job is responsible for managing a financial center and its employees on a day-to-day basis. Key responsibilities include operating as a business owner, fostering a team environment, instilling an effective client-centric and risk culture, and helping clients achieve their 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 initiatives prescribed by market leaders
Drives operational excellence by engaging employees on business strategy
Manages organizational priorities and effective execution
Creates an inclusive team where members are treated fairly and respectfully
Demonstrates and expects process knowledge, data-driven decisions, simplicity, and continuous improvement
Delivers clear and concise messages that motivate, convey the “why” and connect contributions to business results
Leads and encourages the identification, escalation, and resolution of potential risks
Knows and develops team members through coaching and feedback
Manages expenses and demonstrates an owner’s mindset
Recruits, on-boards, and develops talent, and supports talent mobility for career growth
Delivers results through effective team management, structure, and routines

Requirements

Minimum of one year of leadership experience demonstrated through coaching, training, and/or motivating a work team
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 clients' financial lives
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
Ability to learn and adapt to new information and technology platforms
Applies strong critical thinking and problem-solving skills to meet clients' needs
Follows established processes and guidelines in daily activities, 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
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

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

Location

US - CA - Alameda - 2218 Otis Dr - SOUTH SHORE BC (CA4147)
US - CA - Albany - 1516 Solano Ave - Albany BC (CA4152)
US - CA - Berkeley - 3001 Telegraph Ave - Telegraph And Ashby (CA4223)
US - CA - Emeryville - 4120 San Pablo Ave - EMERYVILLE BC (CA4137)
US - CA - Piedmont - 345 Highland Ave - PIEDMONT BC (CA4205)

Work Type

Full-time
Onsite

Experience Level

Minimum of one year of leadership experience
One year of management experience

Education Level

High School Diploma / GED / Secondary School or equivalent

Salary/Compensations

$76,500.00 - $109,200.00 annualized salary

Benefits

Industry-leading benefits
Access to paid time off
Resources and support

About the Company

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Join us!

Equal Opportunity

FDIC