Manager, Account Fulfillment

Account Fulfillment Team Manager

Responsibilities include but are not limited to :

• Proactively and effectively manage the activities of the account fulfillment team responsible for initiating and following through on all deposit account openings.
• Monitor, control and improve the team's performance against service level standards to ensure timely and accurate execution of each account opening request.
• Partner and collaborate with the client service specialist(s) regional managers to ensure process flows between the account fulfillment team and the client service teams are efficient and allow for an enhanced client experience.
• Ensure team members and new hires receive ongoing coaching and high quality training to effectively complete their account opening assignments and conduct their related duties. Direct and coordinate timely scheduling of all client account openings.
• Act as a point of escalation and take full ownership and address all related quality issues.
• Provide regular feedback to team members and senior management on process improvements.
• Facilitate ongoing dialogue with team members, business partners, learning and development as well as operations where appropriate to implement new and or improved new account onboarding strategies.
• Effectively communicate updates to processes, procedures and revised service standards to the staff and business partners.