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GWIM Registered Operations Team Manager (Retirement Services Operations) - Chandler, AZ

Chandler, AZ, United States

Job number: 18044563

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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 66 registered within 90 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

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 66 registered within 90 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: 10/08/2018

Location:
Chandler, AZ, Building D, 2505 W CHANDLER 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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