Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Matt Dawson

Eustis,FL

Summary

Organized team leader who builds positive rapport, inspires trust, and guides teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.

Knowledgeable and dedicated leader with extensive experience in Advisor Services. Team player with outgoing positive demeanor. Motivated leader, who leads through actions, integrity, accountability, and an insatiable need to contribute to employee & company success.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Team Lead

Charles Schwab & Co
07.2022 - Current
  • Enhanced overall team performance by providing personalized coaching, knowledge, & empowering service professionals with skills needed to deliver consistent world class service for advisors.
  • Promoted a positive work environment by fostering a strong team culture, open communication, and teamwork.
  • Influenced positive change within the organization through strategic thinking, innovation, problem-solving abilities, and effective leadership.
  • Designed strategic learning program supplement to support new hire nesting program & conducted cross site trainings.
  • Helped develop JW: ASG & structured learning program for ASG Network & Teams with focus on scale and consistency for training.
  • Committed to coaching service professionals, team leaders, & future leaders to promote productivity, accuracy, and commitment to quality service with a digital focus.
  • Championed employee development that led to internal promotions and positive internal attrition.
  • Evaluated employee performance and coached team members, increasing quality of work and employee motivation.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Promoted a culture of continuous improvement, encouraging innovation and efficiency in training processes.

Relationship Specialist

Charles Schwab & Co
03.2017 - 07.2022
  • Expansive knowledge in complex matters surrounding various topics such as: trusts, estates, complex accounts, DPOA, international, ORRG, cost basis, and variety of CST solution topics.
  • Ability to handle escalation calls that require unique problem solving for a variety of topics on a first call resolution basis.
  • Patience and knowledge to guide advisors to alternative solutions as well as the commitment to follow-up and coordinate through all channels of communication.
  • Superior knowledge in all facets of cashiering, Advisor Check Deposit, Schwab Mobile Deposit, Schwab Advisor Mobile Deposit, all account opening processes through Digital Onboarding, DocuSign, and Schwab Alliance.
  • Apart of various focus groups to improve Schwab’s systems and processes through digital adoption and the enhancement of Digital Onboarding (DO).
  • Constantly challenging the status quo and active advocate for our advisors by providing frontline insight to business partners.

Education

Bachelor of Science - Business Administration

University of Central Florida

Skills

  • Strategic vision
  • Project management
  • Excellent Communication
  • High energy coaching
  • Relentless work ethic
  • Coaching and Mentoring
  • Performance Improvement
  • Onboarding and Orientation
  • Multitasking Abilities
  • Process Improvement
  • Relationship Building
  • Reliability

Certification

2 X CEO Award Winner


2022 Digital Advocate Award Winner


Key Contributor

Timeline

Team Lead

Charles Schwab & Co
07.2022 - Current

Relationship Specialist

Charles Schwab & Co
03.2017 - 07.2022

Bachelor of Science - Business Administration

University of Central Florida

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Matt Dawson