NCC Team Manager

TIAA • Frisco, TX

7h

About The Position

The NCC Team Manager manages a team of Financial Services Consultants, ensuring individual and team success in taking calls from clients and fulfilling both their transactional needs and their product and services informational needs.

Requirements

• 3 Years Required; 5 Years Preferred
• No Advanced Degree Required, Preferred
• FINRA Registrations SRC Indicator: Series 6 or 7; Series 63; Series 26 or 24
• Physical Requirements: Sedentary Work
• 3+yrs of work experience
• 2+yrs of Contact Center or Customer Service experience
• Experience coaching and developing contact center teams.
• Series 6 or 7 and Series 63 required.
• Must obtain your Series 24 or 26 within 120 days.
• This role will require a new 18-month commitment for the NCC
• Adaptability
• Collaboration
• Communication
• Conflict Management
• Customer Engagement
• Digital Savviness
• Innovation
• Inspires Others
• Prioritizes Effectively
• Resourcefulness

Nice To Haves

• Problem solving skills to enhance processes and client experience.
• Experience in financial services industry.
• Prior Management experience preferred

Responsibilities

• Ensures customer service calls are answered in a timely, efficient and knowledgeable manner.
• Monitors staff utilization and implements contingency plans to ensure service levels are being met.
• Oversees compliance of supervisory policies/procedures and teams.
• Ensures the team's adherence to government, state and organization regulations (e.g. SEC, FINRA, state Insurance Department, etc.).
• Leads quality/referral call reviews with team members.
• Directs team members to achieve performance goals and objectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees