Financial Center Manager - Apex Financial Center

Bank of America

Bank of America

Accounting & Finance
Apex, NC, USA · United States · Remote
Posted on Thursday, June 27, 2024

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 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.


• 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

Managerial 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.

• Breaks down barriers to create a more inclusive environment that supports company D&I goals

• Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations

• Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success

• Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization

• Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance

• Efficiently allocates and manages resources across the organization to drive short and long term profitability

• Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs

• Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage4

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
  • 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

Desired Qualifications:

  • 1+ years of 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​


• 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

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


1st shift (United States of America)

Hours Per Week: