• Leading workflow distribution and floor management to
ensure service levels are satisfied.
• Maintaining service, talk/wrap time, data, and both client and
consumer satisfaction levels.
• Hiring, training/developing, motivating, coaching, evaluating
and retaining qualified staff.
• Administer performance management by diagnosing
improvement opportunities, providing effective feedback,
coaching, training, professional development, and corrective
• Perform quality checks, develop and review performance
reports, identify areas to improve, and implement measures to
improve performance levels and meet objectives.
• Conduct group training sessions on financial products and