Hi! My name is Aurie Watkins and I am the third Leadership Trainee to join Equity Trust Company. I started with the company in January of 2007 in the Operations Department. During my first three years at Equity Trust, I attended classes at Lorain County Community College through their partnership program with Ohio University. In June, 2009 I graduated from Ohio University with a degree in Organizational Communication. I was offered a position in the Leadership Trainee Program in February 2010. At this time, I went through four weeks of investment training where I learned the ins and outs of IRA Accounts, investments, and company history.
After investment training, I was asked to help Human Resources with recruiting over 60 new employees for Equity Trust and Sterling Trust. During this time I assisted with phone screens, conducting skills testing, attending career fairs, and on several cases conduct interviews.
After a month of recruiting, I began my Client Service rotation. During my time in Client Service, I have taken client calls, learned how to handle escalated situations, manage payroll for a team of 14 employees, and learn how to conduct score cards. Coming from an operations background, this rotation has been a great experience for me. Being able to interact directly with the clients has furthered my understanding of the company Core Values and the service Equity Trust has to offer.
Over the last five months, I have had the option to begin my Passport Journey. I have had the opportunity to have lunch with the Vice President and Director of Client Services and Operations, dinner with the CEO, as well as meet with the Vice President of IT and the Director of Equity University. During my time with these individuals I had the unique opportunity to gain valuable insight to what each department does, the future of the departments, and the visions each of these leaders have for the company.
My first five months of the Leadership Trainee Program have been very beneficial and exciting. I am looking forward to meeting with more of the company’s leaders, getting involved in projects, and experience all the opportunities to come my way!
After investment training, I was asked to help Human Resources with recruiting over 60 new employees for Equity Trust and Sterling Trust. During this time I assisted with phone screens, conducting skills testing, attending career fairs, and on several cases conduct interviews.
After a month of recruiting, I began my Client Service rotation. During my time in Client Service, I have taken client calls, learned how to handle escalated situations, manage payroll for a team of 14 employees, and learn how to conduct score cards. Coming from an operations background, this rotation has been a great experience for me. Being able to interact directly with the clients has furthered my understanding of the company Core Values and the service Equity Trust has to offer.
Over the last five months, I have had the option to begin my Passport Journey. I have had the opportunity to have lunch with the Vice President and Director of Client Services and Operations, dinner with the CEO, as well as meet with the Vice President of IT and the Director of Equity University. During my time with these individuals I had the unique opportunity to gain valuable insight to what each department does, the future of the departments, and the visions each of these leaders have for the company.
My first five months of the Leadership Trainee Program have been very beneficial and exciting. I am looking forward to meeting with more of the company’s leaders, getting involved in projects, and experience all the opportunities to come my way!
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