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