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NCC Team Manager

3 months ago

Lewisville, Texas, United States TIAA Full time

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.

This job sets day-to-day operational objectives for team members and ensures that policies and procedures are understood and followed by direct reports.

Key Responsibilities and Duties

  • 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.
  • Coaches and develops team members to achieve performance goals and objectives.
Educational Requirements

  • No Advanced Degree Required Preferred
Work Experience

  • 3+ Years Required; 5+ Years Preferred
FINRA Registrations

  • SRC Indicator: Series 6 or 7; Series 63; Series 26 or 24
Physical Requirements

  • Physical Requirements: Sedentary Work
Career Level

7PL

Related Skills

Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness

Anticipated Posting End Date:

Base Pay Range:
$64,000/yr. - $114,000/yr.


Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards


The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.

That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.

Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer.

We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support


TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S.

applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone:

Email:
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