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.
Responsibilities:
1. Required Qualifications:
2. 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
3. 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
4. Collaborates effectively to get things done, building and nurturing strong relationships
5. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
6. Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
7. Communicates effectively and confidently and is comfortable engaging all clients
8. Has the ability to learn and adapt to new information and technology platforms
9. Applies strong critical thinking and problem-solving skills to meet clients' needs
10. 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
11. Efficiently manages time and capacity
12. Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
13. Can interpret performance results, find opportunities to drive success and hold others accountable to results
14. Must be able to work weekends and/or extended hours
15. Desired Qualifications:
16. 1+ years of management experience including hiring, coaching and developing direct reports
17. Experience in financial services and knowledge of financial services industry, products and solutions
18. Experience working in an environment with individual and team goals where goals were routinely met or exceeded
19. Bilingual skills
Skills:
20. Coaching
21. Customer Service Management
22. Customer and Client Focus
23. Performance Management
24. Talent Development
25. Business Operations Management
26. Recruiting
27. Result Orientation
28. Risk Management
29. Sales Performance Management
30. Inclusive Leadership
31. Leadership Development
32. Prioritization
33. Problem Solving
34. Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Irvine - 14222 Culver Dr - HERITAGE PLAZA BC (CA6198)Pay and benefits informationPay range$73,500.00 - $106,500.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.