Financial Center Assistant Manager - Wakefield Financial Center

Job Overview

Responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Works on daily policies, teller line operations, and performance improvement.

• Manage client traffic, engage and appropriately route clients, and foster 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 ensure effective execution.
• Implement directives and lead the financial center in teammates’ absence.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and focus on results.
• Collaboration skills: builds and nurtures strong relationships to get things done.
• Passion, commitment and drive to deliver an experience that improves clients’ financial lives.
• Confidence in identifying solutions for clients based on their needs and ability to resolve problems independently or involve others.
• Effective communication skills and comfort engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Strong critical‑thinking and problem‑solving skills to meet clients’ needs.
• Follows established processes and guidelines, adheres to applicable laws and regulations.
• Manages complexity, prioritizes tasks, delegates, and executes in a fast‑paced environment.
• Interprets performance results, identifies opportunities to drive success, and holds others accountable to results.
• Ability to work weekends and/or extended hours; may be scheduled at any FC location within a reasonable distance.

• Experience in financial services, industry knowledge, products and solutions.
• Experience in mortgage, retail and/or hospitality environments.
• Track record of meeting or exceeding individual and team goals.
• Bilingual skills.

• Coaching
• Customer Service Management
• 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.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Hourly pay range: $28.00 - $38.50, based on experience, education and skill set. This position is compensated with a base salary and is not incentive eligible.

Benefits are eligible. The role offers industry‑leading benefits, paid time off, and resources to support employees’ physical, emotional, and financial well‑being.