Bank of America Life Services Senior Associate in Pennington, New Jersey
Entry level Operations Supervisory position. Directs a small unit or section of the company's internal operations activities. Responsibilities focus on the day to day resolution of problems and execution of transactions within specific operations units requiring immediate and frequent involvement with unit activities,. Provides guidance to Preferred Services Associate and may handle exception items or unusual situations, referring more complex problems to a senior level manager. Requires basic operations knowledge with work experience in a specific product line. Acts as a resource to associates and aides in the coaching, training and development of licensed associates. Plays an integral role in coaching associates to meet goals relating to client retention and deepening. Acts as a peer coach, sharing best practices to help improve customer satisfaction levels, productivity and asset growth. More than 50% of time is spent doing actual production work. May provide input into key people decisions (i.e. Salary Planning, Performance management, hiring/firing, etc.). Reports to a Team Manager or Operations Manager.
The successful candidate will:
Provide subject matter expert knowledge of asset transition process
Quickly assess customer objectives and position solutions appropriately and effectively
Coach and develop Preferred Services Associates to meet metrics and client expectations
Grasp complex technical material quickly
Required Skills: "Must" have these skills to be minimally qualified
Series 7, 66 (or both the 63 & 65) and 9/10 is required; if 9/10 is not currently held, must be obtained within 120 days
Strong computer skills with an ability to multitask in a fast paced environment
Bachelor’s degree, or 1-2 years relevant work experience
Capable of effectively operating in a team oriented and highly collaborative environment
Ability to effectively manage workload in a fast paced environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi tasking and working efficiently under stress and high volume
Strong organizational and teamwork skills
Previous knowledge of client account services is helpful
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Posting Date : 10/03/2017
Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD,
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 37.5
Shift : 1st shift
Weekly Schedule : Must be able to work a 7.5 hr shift between 8am - 8pm
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