Financial Center Manager - Cobblewood Financial Center

Job Description

This position is responsible for managing a financial center and its employees on a day-to-day basis, operating as a business owner and fostering a client‑centric culture.

• Develop talent, including proactive sourcing of candidates.
• Manage client traffic, engaging and appropriately routing clients to foster 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 in business strategy.
• Manage organizational priorities and ensure effective execution.

• Opportunity & Inclusion Champion: create an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: demonstrate and expect process knowledge, data‑driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: deliver clear and concise messages that motivate, convey the “why” and connect contributions to business results.
• Risk Manager: lead and encourage the identification, escalation and resolution of potential risks.
• People Manager & Coach: know and develop team members through coaching and feedback.
• Financial Steward: manage expenses and demonstrate an owner’s mindset.
• Enterprise Talent Leader: recruit, onboard and develop talent, and support talent mobility for career growth.
• Driver of Business Outcomes: deliver results through effective team management, structure, and routines.

• 1+ years of leadership experience demonstrated through coaching, training, or motivating a work team.
• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• Collaborate effectively to build and nurture strong relationships.
• Display passion, commitment and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for clients based on their needs and able to resolve problems independently or bring in others as needed.
• Communicate effectively and confidently, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Apply strong critical thinking and problem‑solving skills to meet clients’ needs.
• Follow established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manage time and capacity.
• Manage complexity, prioritize tasks, delegate and execute in a fast‑paced environment.
• Interpret performance results, find opportunities to drive success and hold others accountable to results.
• Must be able to work weekends and/or extended hours.

• 1+ years of management experience including hiring, coaching and developing direct reports.
• Experience in financial services and knowledge of industry products and solutions.
• Experience in an environment with individual and team goals where goals were routinely met or exceeded.
• Bilingual 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

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America).

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