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.
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:
- 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
1st shift (United States of America)