Amy Rapp Email & Phone Number

West Valley City

Assist team in processing withdrawals for customers who have passed away. Monitor and drive business results to ensure productivity goals are met and exceeded. Monitor closing of accounts, account withdrawals/transfers, and customer inquiries. Assist with staffing and scheduling as well as being responsible for supporting the company, department and center goals and initiatives through implementation of directives, policies, procedures, quality standards and process improvements. Continues to… Show more Assist team in processing withdrawals for customers who have passed away. Monitor and drive business results to ensure productivity goals are met and exceeded. Monitor closing of accounts, account withdrawals/transfers, and customer inquiries. Assist with staffing and scheduling as well as being responsible for supporting the company, department and center goals and initiatives through implementation of directives, policies, procedures, quality standards and process improvements. Continues to perform past duties as an IRA Team Leader (as specified below). Show less

West Valley City

Oversees operations and transactions involving IRAs for the IRA Escalated Call Team to drive business results and ensure productivity goals are exceeded. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Assist with staffing and scheduling as well as being responsible for supporting the company, department and center goals and initiatives through implementation of directives, policies, procedures, quality standards and process improvements… Show more Oversees operations and transactions involving IRAs for the IRA Escalated Call Team to drive business results and ensure productivity goals are exceeded. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Assist with staffing and scheduling as well as being responsible for supporting the company, department and center goals and initiatives through implementation of directives, policies, procedures, quality standards and process improvements. Ensures compliance with governmental regulations, including account over-contribution and early distributions. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. Develops, coaches, trains and evaluates employees. Show less

West Valley City, Utah

Assist with escalated calls. Work with assigned employees to analyze performance, provide coaching & feedback, set measurable goals, and provide timely follow up and recognition. Organize and facilitate monthly department Coach contests as assigned. Fulfill other responsibilities as defined by manager. Recommend changes to Department Manager and Team Leader to improve CLBO compliance issues. Coordinate special projects as assigned.

Torrance, California

Manages the day-to-day operations including: staffing (recruiting, interviewing, hiring, training, disciplining and terminating employees), cash handling duties (preparing tills, change fund maintenance, and preparation of deposits), adherence to all company policies & procedures, provide excellent customer service, providing regular reports to corporate office personnel, maintain the highest standard of facility appearance by completing regular inspection reports with action plans.

Responsible for the supervision, direction and monitoring of personnel to ensure our fleet service clerks comply with established rules and regulations. Manage timekeeping for all agents and ensure policies and procedures are being followed. Coach and counsel personnel and provide guidance to team on attendance issues. Responsible for maintaining station records, completing reports and any other administrative support required by Station Management

Bachelor’S Degree, Business Administration And Management, General

Associate'S Degree, Liberal Studies

Activities and Societies: Soccer Team