Market Financial Center Manager jobs at Bank Of America in United States, Overland Park

Job Description:

Basic Qualifications

- Bachelor's degree, or equivalent work experience

- Five to seven years of relevant experience

Preferred Skills/Experience

- Well-developed analytical and problem-solving skills

- Basic knowledge of credit administration, analysis, and credit policy/procedure

- Demonstrated understanding of basic financial accounting and analysis

- Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products

- Excellent presentation, verbal and written communication skills

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Basic Qualifications
- Master's degree in finance, accounting or other related field
- 10 or more years of commercial lending experience
- Three or more years of management experience

Preferred Skills/Experience
- Considerable knowledge and experience in managing and growing a large and complex portfolio of commercial loans
- Strong leadership and strategic management skills
- Excellent verbal and written communication skills
- Well-developed analytical, decision-making and problem-solving skills

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.
• Manages client traffic, engaging and appropriately routing clients, and fosters client retention• 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
Required Qualifications:

• 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team
• Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
• Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
• Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
• Proven record of balancing risk and making sound decisions while achieving business goals
• Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
• Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
• Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Proficiency in computer skills and professional programs (for example, Microsoft Office)
• Availability to work weekends and/or extended hours as required to run the business
• Must be able to travel to any financial center within the defined market

Desired Qualifications:

• 1+ years of management experience including hiring, coaching and developing direct reports
• Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality
• Bachelor’s Degree in related field
• Bilingual (fluent verbal and written)​​

• 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
High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications:
• 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 new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• 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.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

Works with complex High Net Worth Investors to create customized investment strategies. Responsible for understanding strategic investment objectives, spending policy needs and unique client/prospect goals to provide guidance and develop, implement and manage investments. Portfolio Managers (PMs) can manage customized client portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies.

Job Description:

The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection.

• Oversee completion of investment policy statement.
• Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions.
• Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients.
• Develop and recommend strategies to achieve the investment goals of clients.
• Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.
• Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction.
• Support revenue growth of the market by meeting individual investment management, credit and deposit goals.
• May be responsible for developing and marketing specialized asset allocation products and services.
• Supervising, mentoring and coaching more junior staff.

Required Qualifications:

• A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.
• This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.
• Knowledge of fiduciary and financial products and services required through extensive related work experience.
• Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients.
• Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.
• Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.

Desired Qualifications:

• Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation.
• A graduate degree such as MBA or JD preferred
• The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience

Skills:

• Advisory
• Client Investments Management
• Customer and Client Focus
• Investment Management
• Presentation Skills
• Active Listening
• Analytical Thinking
• Attention to Detail
• Client Experience Branding
• Valuation Ethics and Practice Standards
• Collaboration
• Critical Thinking
• Data Quality Management
• Trading
• Written Communications

High School Diploma / GED / Secondary School or equivalent