Aaron Trotter Email & Phone Number

New York, Ny, Us

New York, New York, United States

• Increase the quality and effectiveness of QA coaching.• Enhance continuing education and improvement for Sales Quality Coaches. improve documented training curriculum and onboarding process of new Sales Qual-ity Coaches.• Build credibility and team member buy-in for the QA process and brand initiatives.• Improve the processes, workflow, and efficiency of the Sales Quality Team.• Ensure QA knowledge gaps are identified, and strategies are put in place to address themProactively assist the Quality Coaches in building their coaching skills to create better understanding QA guidelines across the salesfloor and better adherence to compliance, quality, and brand standards.• Assist in the development of a continuing education curriculum designed to enhance QC's efficiency and presentation skills so they can deliver effective QA coaching sessions to the salesfloor.• SupportingQuality Coaches with their daily workflow and develop material andsystems that will help the team meet organizational goals and improve KPI's.• Analyze and facilitate process improvement for the Quality Coach workflow.• Assist in the training and oversight of new Quality Coaches and serve as a men-tor/team lead during their rookie phase.• Partner with the Sales Quality Manager to assess QA knowledge gaps throughout the salesfloor and help to design projects, systems, and trainings that increase adherence.

United States

New York, New York

Melville, New York

Live the company values of Excellence and Do the Right ThingAct as a Customer AdvocateContribute to a customer-centric culture, continuous improvement, innovation and changeOwn personal development and achievement of required responsibilities and skills-based behaviors to obtain Multi Branch Senior Relationship Banker Certification status; and recertify annuallyProvide “in the moment” service to all branches within DistrictCreate customer awareness of alternative banking channel offerings, such as digital capabilities, ATM, online and mobile bankingConsistently use needs-based assessment tools to analyze and determine customer needsLeverage tools to recommend appropriate solutions in person, on the telephone or via other channelsMaintain a working knowledge of the complete line of products and services offered; take responsibility to keep up to date, and request assistance for further development needsAs requested, participate in, lead, and mentor associate training and branch/district meetingsFulfill our customers’ servicing needs by researching customer inquiries with the intent of enhancing customer retention and engagementEnsure all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulationsAble to travel between branches in assigned local area

Melville, New York

Massapequa, New York

Mount Sinai, New York