Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Manage financial center operations and employees at Bank of America, driving client-centric growth and performance. Engage in team development and operational excellence across assigned locations.
Responsibilities
- 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
- 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
Requirements
- 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, 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 your 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.
- 1+ years management experience including hiring, coaching, and developing direct reports
- Experience in financial services and knowledge of financial services industry, products and solutions.
Benefits
- Health insurance
- Retirement plans
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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