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TEAM SELF

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by

Jessica Borth

on 9 September 2014

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Transcript of TEAM SELF

More to come!
To be leaders around TAP by providing operational support and customer service with a positive attitude.
IRA Transfer/Rollover Project
Non-Monetary 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


$1.25
Wednesday, September 10th, 2014
Vol XCIII, No. 311
Get to know us...
Team Self? More like Team Essential
Team Culture
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."
TEAM SELF
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

GOALS
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
Full transcript