Manage a financial center and its employees on a day-to-day basis
Operate as a business owner and foster a team environment
Instill an effective client-centric and risk culture in the center
Help clients achieve their financial goals
Ensure operational excellence and cohesive effectiveness
Develop talent, including proactive sourcing of candidates
Manage client traffic, engaging and appropriately routing clients, and fostering client retention
Manage business results through formalized management routines and coaching
Create a world-class client experience environment
Manage market-level initiatives prescribed by market leaders
Drive operational excellence by engaging employees on business strategy
Manage organizational priorities and effective execution
Requirements
1+ years 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
Can be flexible to work weekends and/or extended hours as needed
Benefits
Health insurance
401(k) matching
Paid time off
Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.