The Channel Integration Manager partners with Financial Center leadership to provide holistic oversight, coaching, and support for teammates responsible for inbound sales calls. The role oversees onboarding, upskilling, and performance development to support exceptional client care, operational excellence, and responsible growth. It drives cross-channel communication, monitors controls to reduce risk, and supports process improvement within the financial center channel to meet client experience, call volume, and call-handling expectations. The position executes business priorities, coaches and develops employees, oversees training readiness, supports engagement and inclusion, manages competing priorities, handles escalated client concerns, and uses call listening and performance data to improve teammate performance and mitigate risk. It is a first-shift role, 40 hours per week, with listed work locations in California and Nevada.
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Job Type
Full-time
Career Level
Manager
Education Level
High school or GED