What are the responsibilities and job description for the GTC New Business Specialist - Team Lead position at Goldstar Trust Company - A Division of Centennial...?
GENERAL DESCRIPTION OF POSITION
The New Business Lead is responsible for overseeing the New Business department operates effectively and efficiently. The Lead is responsible for handling any problems that arise and maintaining an open line of communication with all other departments.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Oversees all processes and staff members in the New Business departments which includes: interviewing, hiring, coaching, training, as well as directing work. This duty is performed daily, about 15% of the time.
2. Directs workload assignments to ensure most efficient use of resources to make sure department deadlines and quality expectations are met. This duty is performed daily, about 15% of the time.
3. Review and monitor the Daily/Monthly processes tracking data. This duty is performed daily, about 15% of the time.
4. Develop measurable goals and reviews data to effectively lead new business team. This duty is performed daily, about 10% of the time.
5. Manage escalated calls. This duty is performed as needed, about 10% of the time.
6. Collect and analyze new business statistics. This duty is performed daily, about 10% of the time.
7. Evaluate performance with key metrics (accuracy, accounts opened, etc.). This duty is performed weekly, about 5% of the time.
8. Establishes work procedures and processes that support the department. This duty is performed weekly, about 5% of the time.
9. Ensures processes and workflow's are consistent, exceptional service levels are maintained, and accurate and timely information is available to ensure optimal achievement of organizational objectives and goals. This duty is performed weekly, about 5% of the time.
10. Serves as a liaison when working with other departments and provides assistance to ensure quality and timely customer experience. This duty is performed weekly, about 5% of the time.
11. Conducts research and aid in solving problems. This duty is performed weekly, about 5% of the time.
12. Approves transaction corrections and refunds. This duty is performed as needed.
13. Provides back-up within the department. This duty is performed as needed.
14. Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly.
15. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.
16. Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 2 years related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. ability to read, analyze, and understand general business/company related articles and professional journals; ability to speak effectively before groups of customers or employees. ability to write reports, business correspondence, and policy/procedure manuals; ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
CRITICAL THINKING SKILLS
Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
Not indicated.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
Not indicated.
SOFTWARE SKILLS REQUIRED
Intermediate: 10-Key, Accounting, Alphanumeric Data Entry, Database, Presentation/PowerPoint, Spreadsheet, Word Processing/Typing
Basic: Programming Languages
RESPONSIBILITY FOR WORK OF OTHERS
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include but not limited to interviewing, hiring and training employees; planning, assigning and directing work; appraising performance, rewarding and disciplining employees; addressing complaints and resolving problems.
Supervises a small group (1-3) of employees in the same or lower classification. Assigns and checks work; assists and instructs as required, but performs same work as those supervised, or closely related work, most of the time. Content of the work supervised is of a non-technical nature and does not vary in complexity to any great degree.
WORKING CONDITIONS
Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is regularly required to talk or hear; frequently required to walk, sit, use hands to finger, handle, or feel; and occasionally required to stand, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds; regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; distance vision; and color vision.
ADDITIONAL INFORMATION
- Must have the ability to read, analyze, and interpret common industry journals, financial reports, and legal documents.
- Must be able to provide coaching, cross-training and timely written and verbal feedback to team members.
- Must be able to demonstrate abilities as a leader, creates an atmosphere of trust and unity; seeks diverse views to encourage improvement and innovation.
- Must have excellent communication, interpersonal, and organizational skills.
- Must be analytical, make decisions and create solutions, without specific instruction.
- Must have the ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
- Must have the ability to work with mathematical concepts such as probability and statistical inference.
- Must have the ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
- Must have the ability to define problems, collect data, establish facts, and draw valid conclusions.
- Must know Lean Six Sigma concepts and apply efficiencies within the department.
- Must be able to support, refine, and document processes and implement efficiencies.
- Must be proficient in Microsoft Office applications, Internet, Adobe, e-mail and a working knowledge of accounting software.
Education
Preferred- Some college or better
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
