The Supervisor is responsible for managing a team of Participant Service Representatives (PSRs) who handle between 60-80(+) inbound calls per day; provide direction and motivate teams to commit to and reach organizational goals; accurately assess and communicate strengths and development needs of employees; coach employees to use strengths and improve upon development areas; actively participate in the interviewing and hiring process; monitor new hire training and mentoring progress; ensure all PSRs are Series 7 and 63 registered within 240 days of hire date; ensure team meets scheduled adherence and quality standards; respond and resolve plan sponsor issues within established guidelines; participate in special projects that focus on improving the efficiency and productivity of the department; use resources to make timely decisions that may be tied to market volatility; and ensure all retention opportunities are sent to the Retirement Education Services team.
The Supervisor is responsible for maintaining and exceeding expectations for their team consisted of entry-level registered phone representatives
Job Description Summary:
The associate manages a diverse team of 15-20 non-exempt, Series 7&66 registered associates, involving high financial and regulatory risk exposure. The supervisor is responsible for managing a team of Participant Service Representatives who handle between 60-80 inbound calls per day
Provide direction and motivate teams to commit to and reach organizational goals Responsible for identification and cross selling bank retail products.
Accurately assess and communicate strengths and development needs of employees assisting clients with inquiries about their accounts and retirement goals.
Coach employees to use strengths and improve upon development areas
Monitor new hire training and mentoring progress.
Ensure all PSRs are Series 7 and 63 registered within 240 days of hire date.
Ensure team meets scheduled adherence and quality standards.
Respond and resolve plan sponsor issues within established guidelines
Actively use resources to make timely decisions that may be tied to market volatility
Ensure retention goals are meet and sent to the designated LOB.
Must have FINRA Series 7, 63 and 24 or 66 and 24 (or the commitment to obtain the Series 24 within 90 days)
Excellent Leadership and management experience
Proven decision-making ability
Excellent organization skills, ability to prioritize, and handle multiple tasks
Strong relationship building both within the group and with the various support units
Strategic thinking regarding process improvement and plan/product implementation
Strong verbal and written communication skills
Strong problem resolution skills
Must be detail and team oriented
Flexible w/ schedule based on business needs
Posting Date: 08/20/2019
Location: Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD, - United States
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Weekly Schedule: Mon-Fri - hours to vary based on business needs
Bank Of America Corporation