Delilah Green
Florence,KY
Summary
Proven performer with a track record of excellence at Fidelity Investments, adept in safeguarding assets and enhancing customer satisfaction through expert financial guidance and empathetic service. Demonstrates a strong work ethic and exceptional verbal communication, excelling in high-pressure environments. Skilled in ABL and Plan Pro, consistently meeting or exceeding challenging performance metrics.
Overview
9
9
years of professional experience
Work History
Financial Service Associate -DC/TEM
Fidelity Investments
05.2022 - Current
- Provide excellent customer service, educating customers about financial options per client and internal resources, also providing steps to execute said needs.
- Inform and recommend ways to protect assets and personal information private
- Work closely with TEM leads and multiple business units to investigate and resolve complex request.
- Actively meet performance metrics consistently, earning recognition as a top performer within the team.
- Handle complex financial situations with empathy, increasing participant confidence and satisfaction.
Customer Response Advocate
Fidelity Investments
08.2021 - 05.2022
- Safeguarded customer accounts by implementing appropriate security measures.
- Processed critical and time-sensitive transactions.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Maintained detailed records of client interactions, ensuring accurate documentation for future reference.
Telemarketing Sales Representative
Charter Communications
05.2021 - 08.2021
- Handled high-volume telemarketing operations with expert use of client management software and computer dialing.
- Asked pertinent questions to understand customer needs.
- Maintained accuracy while entering customer data into company management systems, ensuring proper tracking of leads and sales conversions.
- Exemplified professionalism during all interactions, adhering to company values and guidelines while representing the brand effectively.
Warehouse Packer/Process Guide
Amazon.com
08.2020 - 04.2021
- Inspected products before packaging to avoid shipping defective or damaged goods, improving customer trust.
- Enhanced warehouse efficiency by accurately packing and labeling products for shipment.
- Provided technical guidance to assist with problem resolution.
Server/Train Leader/Supervisor in Training
Frischs Big Boy
07.2015 - 04.2020
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Consistently met or exceeded performance goals related to sales targets, customer satisfaction ratings, and order accuracy.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
Education
High School Diploma -
Holy Cross High School
Latonia Lakes, KY05.2017
Skills
Strong work ethic
Flexible schedule
Excellent written and verbal communication
Deep understanding of ABL,Plan Pro, DBCS, XTRAC, and FPRS
Timeline
Financial Service Associate -DC/TEM
Fidelity Investments
05.2022 - Current
Customer Response Advocate
Fidelity Investments
08.2021 - 05.2022
Telemarketing Sales Representative
Charter Communications
05.2021 - 08.2021
Warehouse Packer/Process Guide
Amazon.com
08.2020 - 04.2021
Server/Train Leader/Supervisor in Training
Frischs Big Boy
07.2015 - 04.2020
High School Diploma -
Holy Cross High School
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)
NANDINI RAJANNANDINI RAJAN
Lead Scrum Master at Fidelity InvestmentsLead Scrum Master at Fidelity Investments
Todd CraneTodd Crane
Managing Director at Fidelity InvestmentsManaging Director at Fidelity Investments
Jacob OsborneJacob Osborne
Buy-ins / Fail Control Anaylst at Fidelity InvestmentsBuy-ins / Fail Control Anaylst at Fidelity Investments
Richard SchrinerRichard Schriner
Store Manager at Rue21Store Manager at Rue21