What are the responsibilities and job description for the GWIM Registered Operations Team Manager - Pennington, NJ position at Bank of America?
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
Supervisors phone representatives are responsible for:
- 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.
Enterprise Role Overview:
The associate manages a diverse team of 15-20 non-exempt, Series 7&63 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.
Required Skills:
- FINRA Series 7 & 63 licenses
- 1 year of leadership/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.
- Satisfactory attendance record.
- Must not be on progressive discipline for any reason.
Desired Skills:
- Series 24 (or the commitment to obtain within 240 days).
- Bachelor’s degree or equivalent customer service and/or financial services experience.
Shift:
1st shift (United States of America)Hours Per Week:
40
