Gwim Registered Operations Team Manager (Retirement Services Operations) - Pennington, NJ

Bank Of America Corporation Pennington , NJ 08534

Posted 4 weeks ago

Job Description:

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

Responsibilities

  • 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.

Required Skills:

  • 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

Desired Skills:

  • Bachelor's degree

Posting Date: 08/20/2019

Location: Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD, - United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Weekly Schedule: Mon-Fri - hours to vary based on business needs


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Gwim Registered Operations Team Manager (Retirement Services Operations) - Pennington, NJ

Bank Of America Corporation