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Transcript of TEAM SELF
To be leaders around TAP by providing operational support and customer service with a positive attitude.
IRA Transfer/Rollover Project
SME, Training & Verification
Training is the foundation for growing and developing excellent processors.
Redemption training and verification
DP and RP Trustee training and SME
ONE Guideline SME
Wednesday, September 10th, 2014
Vol XCIII, No. 311
Get to know us...
Team Self? More like Team Essential
86 years of combined tenure among the team
Consistently meet quality standards
Outgoing Trustee, Redemption's, Non-Mon & RMD
"Work hard. Have fun. Make a difference."
To be more strategic in how we align work and process efficiently
Why did we start the project?
What are the goals?
Data Collection & Findings
What stage are we in now?
In the planning and data collection stage
Long hold times with receiving companies are having a negative effect on efficiency and customer service
1. Create an agreement with receiving institutions on default IRS coding situations
2. Reduce the number of outbound calls to receiving custodians for IRS coding clarification
96 combined skill sets
Process in 27 different baskets
"Go-to" team for questions