DALTON SWITZER
Summary
I am a motivated Onboarding Team Lead seeking a position in the Manager Apprentice Program. I possess a solid foundation in financial analytics as well as significant experience training and mentoring colleagues. My interpersonal skills, ability to lead effectively, and my understanding of Fidelity's business strategies and processes make me a great addition to the Manager Apprentice Program.
Overview
3
3
years of professional experience
Work History
ONBOARDING TEAM LEAD
FIDELITY INVESTMENTS
08.2024 - Current
- Responsible for preparing Defined Contributions New hires for their role as a Financial Customer Associate.
- Assisting new hires in developing crucial skills, such as time management, resource utilization, and providing excellent customer service.
- Daily workshops to help break down complex parts of the training content.
- Using FACT model coaching to help new hires see their areas of opportunity and come to a mutual conclusion on how to improve.
- Working collaboratively with managers and other business units to ensure a successful training process.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Established clear performance metrics for the team which helped in tracking progress towards set targets effectively.
TEM/DC TEAM LEAD AND OBTL PIPELINE
FIDELITY INVESTMENTS
12.2023 - 08.2024
- Responsible for assisting colleagues in complex issue resolution in a timely manner.
- Aid representatives in verbiage to deescalate upset participants and step in on calls when necessary.
- Provide both coaching and encouragement to help develop new representatives on the floor.
- Lead workshops on the teams' primary areas of opportunity.
- Utilization of the FACT coaching model to enable representatives to self-reflect and commit to their professional development.
TEM ASSOCIATE CST 05/TL PIPELINE
FIDELITY INVESTMENTS
10.2022 - 12.2023
- Responsible for monitoring and coaching colleagues on XTRAC's and procedures.
- Servicing participants' accounts both effectively and efficiently while maintaining a high level of customer service.
- Coaching and mentoring colleagues regarding new procedural changes and STRIVE as a peer guide in the DC new hire space.
- Resolution of complex participant and service-level issues while in the team lead pipeline and continuing to learn through the Covington Leadership Development Program.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Education
Bachelor of Science - FINANCE
GEORGETOWN COLLEGE
Georgetown, KY05.2022
Skills
- Understanding of budgets and operating cost analysis
- Strategic thinking
- Analytical forecasting
- Strong interpersonal skills
- Detail-oriented
- Strong base of financial knowledge
- Project management
- Coaching and mentoring
Timeline
ONBOARDING TEAM LEAD
FIDELITY INVESTMENTS
08.2024 - Current
TEM/DC TEAM LEAD AND OBTL PIPELINE
FIDELITY INVESTMENTS
12.2023 - 08.2024
TEM ASSOCIATE CST 05/TL PIPELINE
FIDELITY INVESTMENTS
10.2022 - 12.2023
Bachelor of Science - FINANCE
GEORGETOWN COLLEGE
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
DAYANANDA KDAYANANDA K
Lead Business Analyst at Fidelity InvestmentsLead Business Analyst at Fidelity Investments
Abhay SharmaAbhay Sharma
Lead DevOps Engineer at Fidelity InvestmentsLead DevOps Engineer at Fidelity Investments
Shellie KruschkeShellie Kruschke
Onboarding Team Lead at PracticeTekOnboarding Team Lead at PracticeTek