Leads, coaches and executes a proactive client experience within an omni channel environment. Coaches team to effectively provide solutions and advice to improve client financial well-being. Leads effective problem resolution.
In this role, you will have access to industry leading solutions and a team of dedicated product specialists - all designed to meet the unique life priorities of your clients - things like managing expenses, building wealth, managing debt, buying a home, saving for college or planning for unexpected life events.
Conducts production status meetings and is responsible for project tracking and analysis. Ensures adherence to quality standards and reviews project deliverable as part of change management strategy. Manages the integration of vendor tasks and reviews vendor deliverable.
Ensure that existing and new cloud environments meet security policy and integrate with existing security shared services, e.g. continuous network and application vulnerability scanning, SIEM/CSOC, federation, two-factor authentication.
The Financial center managers (FCMs) operate as business owners and are responsible for fostering a team environment and instilling an effective client-centric, sales and risk culture within the center, demonstrating that we are here collectively to help our customers achieve their financial goals.
Create and contribute to an environment that is geared to innovation, high productivity, high quality and customer service assist sales teams in customer facing environments promoting oracle products and services.
Coordinate with Leadership & Development personnel to initiate and sustain effective sales channel training and development programs; develop annual sales channel budgets and monthly forecasts for sales performance expectations, commissions, expenses, and other special projects.