Financial Center Manager - Foothill Ranch Financial Center

Bank of America Corporation
Foothill Ranch, CA

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!


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:

  • Required Qualifications:

  • 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a 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 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

  • Desired Qualifications:

  • 1+ years 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​

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Posted 2025-11-15

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