GWIM Registered Operations Team Manager - Pennington, NJ Pennington, New Jersey **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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.