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Financial Center Manager Jobs in Santa Rosa, CA (NOW HIRING)

Concentra

Medical Center Manager

Rohnert Park, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The COD leads and manages all center support staff and oversees the daily operations of the medical ... Accountable for center financial drivers (NPER, TAT, Total Visits, Net Revenue) and review of key ...

Concentra

Medical Center Manager

Rohnert Park, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The COD leads and manages all center support staff and oversees the daily operations of the medical ... Accountable for center financial drivers (NPER, TAT, Total Visits, Net Revenue) and review of key ...

U-Haul

Assistant Moving Center Manager

Santa Rosa, CA · On-site

$19.75 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Savvy consumer-wellness programs - from health-care tips to financial wellness * Dave Ramsey ... Run daily operations of center in General Manager's absence. * Make moment-to-moment decisions to ...

U-Haul

Assistant Moving Center Manager

Santa Rosa, CA · On-site

$19.75 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Savvy consumer-wellness programs - from health-care tips to financial wellness * Dave Ramsey ... Run daily operations of center in General Manager's absence. * Make moment-to-moment decisions to ...

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Financial Center Manager information

See Santa Rosa, CA salary details

$33.3K

$94K

$129K

How much do financial center manager jobs pay per year?

As of Aug 13, 2026, the average yearly pay for financial center manager in Santa Rosa, CA is $93,962.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $128,500.00 per year, depending on experience, location, and employer.

What is the difference between Financial Center Manager vs Financial Advisor?

AspectFinancial Center ManagerFinancial Advisor
CredentialsTypically requires a Series 7, 63, or 66 license, and sometimes a CFP certificationOften requires Series 7, 63, or 66 licenses, CFP or other certifications
Work EnvironmentManages a branch or office, overseeing staff and operationsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageBanking or financial institutions, managing branch teamsFinancial services firms, providing personalized financial advice

While both roles require similar licenses and work within financial services, a Financial Center Manager focuses on branch operations and team management, whereas a Financial Advisor concentrates on client financial planning and investment advice.

What is a financial center manager?

Financial Center Managers are professionals responsible for overseeing the daily operations of a bank branch or financial institution. They manage staff, ensure customer satisfaction, and are accountable for reaching sales and performance goals. Financial Center Managers also handle complex customer inquiries, ensure compliance with regulations, and implement policies to improve branch efficiency. Their role is crucial in maintaining a positive image for the financial institution and supporting community engagement.

How does a financial center manager typically collaborate with team members to achieve branch goals?

A Financial Center Manager works closely with bankers, tellers, and specialists to set performance targets and ensure exceptional customer service. They hold regular meetings to communicate goals, share best practices, and address challenges. By providing coaching and support, the manager helps team members develop their skills and stay motivated. Collaboration with regional managers and support staff is also common to implement new initiatives and maintain operational excellence.

What skills and qualifications are needed to thrive as a financial center manager?

A Financial Center Manager needs strong leadership, financial acumen, and customer service skills, often supported by a bachelor's degree in finance or business and relevant management experience. Familiarity with banking software, CRM systems, and compliance regulations, as well as certifications like Series 6 or 63, is typically required. Exceptional communication, problem-solving, and team-building abilities help set top performers apart in this role. These skills are crucial for ensuring operational efficiency, regulatory compliance, and delivering excellent customer experiences within a financial center.

What are popular job titles related to Financial Center Manager jobs in Santa Rosa, CA?

For Financial Center Manager jobs in Santa Rosa, CA, the most frequently searched job titles are:

What job categories do people searching Financial Center Manager jobs in Santa Rosa, CA look for?

The top searched job categories for Financial Center Manager jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Financial Center Manager jobs?

Cities near Santa Rosa, CA with the most Financial Center Manager job openings:

Financial Center Manager jobs near you
Infographic showing various Financial Center Manager job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $93,962 per year, or $45.2 per hour.

Market Financial Center Manager

Bank of America

Napa, CA • On-site

Full-time

PTO

Re-posted 27 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 527 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
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!
Job Description:
This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.
Responsibilities:
  • Operates as a back up financial center leader within a market
  • 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

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
  • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
  • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
  • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results.
  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
  • People Manager & Coach: Knows and develops team members through coaching and feedback.
  • Financial Steward: Manages expenses and demonstrates an owner's mindset.
  • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
  • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Qualifications:
  • 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
  • Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
  • Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
  • Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
  • Proven record of balancing risk and making sound decisions while achieving business goals
  • Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
  • Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
  • Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
  • Proficiency in computer skills and professional programs (for example, Microsoft Office)
  • Must be able to work weekends and/or extended hours and travel to any financial center within the defined market

Desired Qualifications:
  • 1+ years of management experience including hiring, coaching and developing direct reports
  • Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality
  • Bachelor's Degree in related field
  • Bilingual (fluent verbal and written)

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
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Napa - 2 Financial Plz - NORTH NAPA BC (CA3168)
Pay and benefits information
Pay range
$72,000.00 - $90,300.00 annualized salary, offers to be determined based on experience, education and skill set.
Predictable pay
This role is compensated with a base salary and is not incentive eligible.
Benefits
This 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.

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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