Joe Getz Email & Phone Number

Omaha, Nebraska, United States

Omaha, Nebraska, United States

Managed a staff of 15 phone / processing associates as well as served an active role for a sister team in a different location.• Ensured institutional associates across the firm were best prepared to provide accurate tax information to advisors by composing and presenting annual training sessions in CA and TX to 300+ associates.• Administered bi-weekly coaching sessions to staff with feedback and guidance to improve them in areas of focus and also allowing them time for open communication.• Handled client escalations which allowed associates to return back to productive work and make certain delivery of outstanding service.• Reviewed department Written Supervisory Procedures on a monthly basis to safeguard the firm was meeting regulatory compliance standards.• Maintained department service levels by always being cognizant of queue volumes and moved around staff responsibilities to allow for timely processing of client paperwork.• Improved Associate engagement by leading and facilitating department working groups.

Omaha, Nebraska, United States

Served as subject matter expert on a team of 16 and developed and implemented training by working with other cross functional teams within the department.• Monitored regulatory changes in the industry and developed and implemented new procedures to make certain the firm was in compliance.• Coached peers on quality evaluations; provided feedback and guidance to reduce errors and delays with client paperwork submissions.• Led cross-functional Problem-Solving meetings in support of the Better Way which allowed for open discussions on improving the client experience by modifying processing procedures.• Supported with escalations to allow management to focus on high level work.• Trained several new staff members throughout tenure and presented continuing education which led to higher productivity and lower error rates.• Generated work schedule for peers in order to meet departmental needs and keep wait times low.• Developed training material for multiple platforms based off changes in regulations to keep firm up to date.• Analyzed paperwork with consistent high productivity and low error rates resulting in extremely satisfied customer service.

Omaha, Nebraska, United States

Licensed broker that placed trades and assisted clients by identifying opportunities to help meet their financial needs.• Aggressively worked to grow and retain the business of TDA’s most valuable clients by identifying unstated needs allowing me to provide exceptional service.• Supported a book of 5000 clients by managing and organizing their needs to allow those who needed more interactions to be serviced adequately.• Maintained relationships and served as point of contact for all account matters ensuring all inquiries were resolved and outstanding service was provided.