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• Successfully completes Emerging Leader Program which includes selected
supervisory/leadership skill development and activities within the training period.
• Learns operational functions and processes in Raymond James Operations through
observation and participation, interaction with department personnel, reading, and other
independent research.
• Leads the work of others and provide cross-training, coaching, and mentoring, as required.
• Monitors workflows to ensure assignments are completed in an accurate and timely manner.
• May participate in human resource management activities, including interviewing and
selection, performance evaluation and management, and the progressive discipline process.
• May assist with the annual budget process and regular review of financial statements.
• Identifies, researches, and resolves individual and operational issues.
• Initiates efficiency and productivity improvements.
• Interprets, applies, and recommends changes to organizational policies and procedures to
further increase efficiency and streamline process.
• Performs periodic reporting on work progress, project completions, and additional ad-hoc
reporting as required.
• Assists with special projects, as required.
• Performs other duties and responsibilities as assigned.

• Delivered in-classroom and virtual training seminars to 200+ staff on standard operating procedures (SOPs), leadership development, and cultural awareness
• Designed innovative training curriculum (new hire and continuing education) and materials to enhance participant experience and increase learner retention using the ADDIE method
• Provide small group instruction, lead orientations for new hires, develop training materials, and utilize differentiated learning modules to optimize staff development
• Mentored new hires' performance, resulting in stronger staff development and increased productivity.

• Developed and maintained quality assurance procedure documentation
• Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies
• Collaborated with management to provide training on improved processes and assisted with creation and maintenance of quality training
• Monitored inbound and outbound calls made by newly hired employees to provide constructive feedback.

• Answered branch emails and calls to respond to questions, provide details and resolve concerns
• Processed customer applications and followed up with clients to obtain missing information before submission
• Set up new customer accounts and updated existing profiles with latest information, and assisted other associates with complex calls
• Demonstrated standards of quality and service as well as all compliance requirements.

• Processed retirement plan transactions (balance transfers, loan processing, etc.)
• Maintained retirement plan knowledge (including IRS regulations and applicable tax rules), assisted with employee / manager benefits inquiries, and routinely handled complex questions and resolutions
• Responded to 401k & 403b inquiries from employees relating to enrollments, plan changes and contribution amounts.

• Planned and implemented holistic teaching plans targeted to the development and growth of students
• Managed communication channels through enrollment, tours, newsletters, conferences, and direct personal communication
• Executed marketing plan and promoted positive image to achieve enrollment goals
• Interviewed parents and children for enrollment.

• Built solid and trusting rapport with children and families, fostering trust and communication to meet case needs
• Completed home welfare checks to align with state and program guidelines
• Developed, implemented, and documented status of children's health and wellbeing
• Completed behavioral analysis and therapeutic treatment planning for clients while implementing coping skills techniques, to maintain case records
• Coordinated with courts and community agencies for supportive services.

• Managed team workload to reach production targets
• Supervised shifts of 3-5 co-workers, inclusive of managing work assignments, onboarding new associates, prospecting and sales coaching, and sales floor maintenance
• Managed store inventory and cash reconciliation.

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
• Managed front of house operations including managing appointments and client records, inventory management and cash reconciliation, staff scheduling and work detail assignments, and processing payroll.