Loading presentation...

Present Remotely

Send the link below via email or IM


Present to your audience

Start remote presentation

  • Invited audience members will follow you as you navigate and present
  • People invited to a presentation do not need a Prezi account
  • This link expires 10 minutes after you close the presentation
  • A maximum of 30 users can follow your presentation
  • Learn more about this feature in our knowledge base article

Do you really want to delete this prezi?

Neither you, nor the coeditors you shared it with will be able to recover it again.



No description

Jessica Borth

on 9 September 2014

Comments (0)

Please log in to add your comment.

Report abuse

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

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."
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
Full transcript