The Leadership Rotation Begins!

I was surprised and excited to learn last Friday that my Client Services Rotation was over and I would be starting the Leadership Rotation immediately. Service Excellence was previously planned as my next rotation, but Equity Trust's needs have required a change in plans. As a result, I have begun planning for a six-month leadership position in the Client Services Department.

One of the benefits of remaining in the Client Services Department is the opportunity to help with the implementation of the call volume project that Rachel and I completed over the last few months. Our proposals are awaiting approval and they will likely be implemented just in time for tax season. Another benefit of staying in CST is the chance to continue working with the team leads, supervisors, and manager whom I've gotten to know well over the last seven months.

I don't know all of the specifics of my new role in the Leadership Rotation, but I'm sure I will be learning very soon. Right now, I am job shadowing the CST Team Leads to learn about their daily responsibilities. I've also been reviewing Equity Trust's employee handbook, which I will have to know well in a leadership position. I am really looking forward to the challenges and learning experiences that this new rotation will bring. As I learn more about my specific role, I'll follow up with details about tasks to be completed and project plans.

Recruiting!

As my last post indicated, I am now involved in the Human Resources Department assisting as a recruiter for both Equity Trust Company and Sterling Trust Company (which is located in Waco, Texas). For the past month I have had the opportunity to work closely with the Corporate Recruiter, Amanda Thompson, to learn the procedures and skills necessary to be a successful recruiter. Throughout the past month I have been interviewing candidates for a variety of positions for both Equity Trust and Sterling Trust. I conduct phone interviews with candidates for different positions on a daily basis. I also have been scheduling in person interviews and sitting in on those as well. I am learning a ton about the questions to ask, answers to look for and how to determine if a candidate possess the core competencies necessary to fulfill the open positions. As both Equity Trust and Sterling Trust continue to grow, there are many open positions that we have been looking to fill. Every day is exciting and fast paced. As Colin mentioned in his last post, I too remember job hunting and sitting in on interviews not too long ago. It has been a fun experience to get the opportunity to be on the reverse side of an interview.

I also have been finishing up on my strategic mapping project that was dealing with fee awareness and our competitor's fees. I have created a spreadsheet which provides an at a glance reference comparing our annual fees and service fees with those of our main industry competitors. I also made a coinciding PowerPoint to possibly be referenced or used for continued education training or new hire training. Fees are something that our prospects and clients seem to have many questions about and knowing how our company compares to others out there can help strengthen our competitive advantage.