Financial Center Manager - Westerly Financial Center

Job Responsibilities

• Operates as a business owner and fosters a team environment, instilling an effective client‑centric and risk culture in the center, and helping clients achieve financial goals.
• Ensures 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 initiatives prescribed by market leaders.
• Drives operational excellence by engaging employees on business strategy.
• Manages organizational priorities and effective execution.

• Creates an inclusive team where members are treated fairly and respectfully.
• Demonstrates and expects process knowledge, data‑driven decisions, simplicity and continuous improvement.
• Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Leads and encourages the identification, escalation and resolution of potential risks.
• Knows and develops team members through coaching and feedback.
• Manages expenses and demonstrates an owner’s mindset.
• Recruits, on‑boards and develops talent, and supports talent mobility for career growth.
• Delivers results through effective team management, structure, and routines.

• Minimum one year of leadership experience demonstrated through coaching, training, and/or motivating a work team.
• 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 clients’ financial lives.
• 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.
• Follows 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.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

• One year 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.

• 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.

Shift: 1st shift (United States) – Hours per week: 40.

Pay: $73,500.00 – $ annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible.

Benefits:
Industry‑leading benefits, paid time off, resources and support.

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