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Financial Center Manager
Financial Center Manager-March 2024
Colorado Springs
Mar 18, 2025
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
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About Financial Center Manager

  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 role is responsible for the daily management of a financial center and its employees. This role operates as a business owner and is responsible for fostering a team environment, instilling an effective client-centric and risk culture in the center, and demonstrating that we are here collectively to help customers achieve their financial goals. The financial center manager holds a critical role, ensuring operational excellence and cohesive effectiveness.

  A Financial Center Manager (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

  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.

  Managerial Responsibilities:

  • Diversity & Inclusion: Model an inclusive environment for employees and clients, aligned to company D&I goals.

  • Manager of Process & Data: Demonstrate deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement.

  • Enterprise Advocate: Communicate enterprise decisions, purpose and results, and connect to team strategy, priorities and contributions.

  • Risk Manager: Ensure proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

  • People Manager & Coach: Provide inspection, coaching and feedback to motivate, differentiate and improve performance.

  • Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions.

  • Enterprise Talent Leader: Assess talent and build bench strength for roles across the organization.

  • Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting and appropriately delegating team work.

  Required Skills:

  • 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 skills:

  • 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 Used in this Role:

  • Coaching

  • Customer Focus

  • Decision Making

  • Establishing Trust

  • Influencing

  • Learning Agility

  • Demonstrating Technology

  • Overcoming Objections

  • Performance Management

  • Risk Management

  • Time Management

  • Sales Management

  • Consumer Products and Solutions

  • Cash Management

  • Multitasking

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

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