Financial Center Manager
Bank of America
Bank Of America Financial Center ManagerAt 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!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 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.Responsibilities:Develops talent, including proactive sourcing of candidatesManages client traffic, engaging and appropriately routing clients, and fostering client retentionManages business results through formalized management routines and coachingCreates a world class client experience environmentManages market-level initiative prescribed by market leadersDrives operational excellence by engaging employees on business strategyManages organizational priorities and effective executionManagerial Responsibilities: 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.Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results.Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.People Manager & Coach: Knows and develops team members through coaching and feedback.Financial Steward: Manages expenses and demonstrates an owner's mindset.Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.Required Qualifications:Minimum of one year of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work teamIs an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the clientCollaborates effectively to get things done, building and nurturing strong relationshipsDisplays passion, commitment and drive to deliver an experience that improves our clients' financial livesIs confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as neededCommunicates effectively and confidently and is comfortable engaging all clientsHas the ability to learn and adapt to new information and technology platformsApplies strong critical thinking and problem-solving skills to meet clients' needsWill follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsEfficiently manages time and capacityCan manage complexity, prioritize tasks, delegate and execute in a fast-paced environmentCan interpret performance results, find opportunities to drive success and hold others accountable to resultsMust be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distanceDesired Qualifications:One year of management experience including hiring, coaching and developing direct reportsExperience in financial services and knowledge of financial services industry, products and solutionsExperience working in an environment with individual and team goals where goals were routinely met or exceededBilingual skillsSkills:CoachingCustomer Service ManagementCustomer and Client FocusPerformance ManagementTalent DevelopmentBusiness Operations ManagementRecruitingResult OrientationRisk ManagementSales Performance ManagementInclusive LeadershipLeadership DevelopmentPrioritizationProblem SolvingReferral ManagementMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 40Pay range $76,500.00 - $109,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$76.5k - $109.2k
...guided by a common purpose to help make financial lives better through the power of every... ...entire market and the specific Financial Center location will be based on business needs... ...Description: This job is responsible for managing a financial center and it's employees on...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift- ...Bank of America in Oakland, CA is seeking a leadership role to manage a financial center and its employees daily. You act as a business owner, foster a client-centric and risk-aware culture, and help clients reach financial goals. Responsibilities include talent development...SuggestedFlexible hoursWeekend work
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...customer data to analyze behavior to provide key insights to management as well as how we can better model our revenue.Work closely with... ...development of integrating revenue models in Adaptive, our Financial Planning application.Assist with the preparation of materials...SuggestedLocal areaRemote workVisa sponsorshipWork visa- DescriptionWe are looking for a strategic finance leader to guide financial planning, reporting, and operational oversight for our... ...ensure accurate expense classification and financial controls.Manage inventory accounting, cost analysis, reconciliations, and profitability...
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...major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston... ...Description:Baker Tilly is currently searching for a Senior Manager to join our CFO Advisory practice. As a Senior Manager in CFO...Full timeWork at officeLocal areaWorldwideShift work- ...candidate will be responsible for budgeting, forecasting, and financial planning, providing strategic insights, and decision support.... ...outset, and who is adept at overseeing financial operations, managing multiple vendors, and ensuring the accuracy of financial statements...
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$84.1k - $154.7k
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...advisors to our clients, helping them navigate complex tax landscapes and build long-term financial success.Position Overview:We are seeking a highly motivated and experienced Tax Manager to join our growing team. This role is ideal for someone who thrives in a client-...- ...individual tax clients. Due to growth, we are looking for a Senior Tax Manager to join our team! Must have 10+ years of Public Accounting and... ...compliance with federal, state, and local tax laws.Analyze financial data to identify tax-saving opportunities and ensure accurate...Local area
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$160k - $220k
...growth trajectory. Role Summary The Head of Finance owns MATS's financial operations end-to-end: the org's books, its money in (grants,... ...modeling to inform program‑side resourcing decisions Grants & Revenue Manage the full lifecycle of receiving and accounting for grants and...Contract workTemporary workFor contractorsWork at officeVisa sponsorship$120k - $140k
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$145k - $150k
...responsible for the supervision of the financial operations of the BSC. S/he must have the... ...and information necessary for house-level managers to effectively manage their units and... ...professional references to this site or our Career Center. Review of applications will continue...Full timeContract workWork experience placementInternshipWork at office- ...oversee service delivery for student aid, accounts, and employment across in-person, electronic, and telephony channels. You will manage a small team, ensure SLA adherence, and guide complex inquiries with expertise. Reporting to the Director of Customer Experience and...
- ...President of FP&A to play a pivotal role in the enterprise's financial strategy and long-range planning. The successful candidate will... ...responsible for financial planning, forecasting, and performance management, as well as for leading the preparation of executive, board,...
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$200k - $225k
...the CFO and is responsible for the integrity of the company's financial records and the efficiency of its accounting operations while helping... ..., accruals, reconciliations, and the general ledger. Manage the full-cycle Accounts Payable and Accounts Receivable functions...Bank staffLocal areaRelocation package- ...fun are critical to our success. Position: Operations Finance Manager (Temp to Perm) Location: Emeryville, CA Job Id: 219 # of Openings... ...will be a pivotal part of the team supporting the end-to-end financial planning process of over $1 billion in costs across materials,...Permanent employmentFull timeContract workTemporary workWork at officeLocal areaDay shift
$237k - $250k
4DMT, based in Emeryville, CA, seeks a Director of FP&A to provide financial leadership across TechOps as it transitions into commercial readiness. The role demands strong strategic and analytical skills, with a focus on financial forecasts and partnerships with manufacturing...- ...inspiring and attainable. Founded in Oakland, we design, develop, and manage homes for the urban workforce—renters who have too often been... ...and strategic Director of Finance and Accounting to lead all financial functions across the investment platform and property...Local area
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