Sr. Financial Services Technical Lead

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This position will be hired on a SuccessFlex basis.

The hired associate must reside within 35 miles of the following location:

Grandview: 1000 Yard Street Grandview OH, 43215

Work schedule: 2 days in office, 3 days remote.

Lead will oversee production, direct work distribution, manage procedures, and coach the team. This role manages the New York new business team and requires knowledge of Reg 60.

This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program.

It is our intention to fill this role in Columbus, Ohio. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered.

Internal Compensation Grade E2

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

As a Technical Lead, you'll maintain and improve administration of financial product services by leading one or more service teams. You will monitor the workflow of team members to ensure time service standards are met for assigned product(s) and/or service center internal and external customers. You'll also oversee unusual or difficult cases, contribute to production activities and conduct quality reviews.

Job Description

Key Responsibilities:

• Maintains and improves administration of financial product services according to the terms of the plan, contract and administrative services agreements by monitoring the team's incoming work activity via daily tracking. Responsible for ensuring service standards are met.

• Develops and maintains procedures and training curriculum. Trains, mentors, and guides team members in all aspects of team's basic and complex functions and processes.

• Reviews documentation, analyzes and interprets processing errors at a team and individual level. Resolves processing errors and implements necessary changes. Conducts analysis and provides feedback in improving productivity and quality of work at an individual team member and team level. Provides feedback by conducting quality reviews of team member's work output.

• Oversees the handling of unusual or complex cases requiring knowledge of specialized complex subject matters to company policy, practices, and procedures to the appropriate managers.

• Works closely with other Technical Leads to share optimal practices. Assists other Technical Leads in their absence. Participates in projects as necessary.

• Provides input to Managers on improvement opportunities for team members' development and performance evaluations.

May perform other responsibilities as assigned.

Reporting Relationship: Reports to Manager; no direct reports. 

Typical Skills and Experiences:

Experience: Three years of experience in call center or service center environment.

Education: High school diploma or equivalent required; undergraduate studies in business or related field preferred. 

Licenses/Designations/Certifications: FINRA Series 6 and/or 26 licenses preferred, and may be required based on assigned product, line-of-business, or distribution system.

Knowledge, Abilities and Skills: Knowledge of call center or service center environment standard polices and practices. Excellent communication skills. Must have working knowledge of products, services and processes of the related business unit. Proven leadership abilities.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the Office Vice President and HR Vice President.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Exempt (Not eligible)