Haley Cate
Saratoga Springs
Summary
Client Services Team Leader at Fidelity Investments with a proven track record in enhancing customer satisfaction and team performance. Skilled in effective communication and team building, I excel at fostering collaboration and driving results, ensuring compliance and operational excellence while promoting brand awareness.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Services Team Leader
Fidelity Investments
Salt Lake City
05.2023 - Current
- Lead client services team to enhance customer satisfaction and support efficiency.
- Monitor service levels to ensure adherence to company standards and policies.
- Foster a collaborative environment to strengthen team relationships and morale.
- Coach team performance to reach established goals and objectives.
Premier Banker
Wells Fargo Bank N.A.
01.2021 - Current
- Build relationships with affluent clients by continued contact through phone calls, client meetings, and written correspondence.
- Deepen relationships with clients by assessing clients' needs and creating tailored plans to meet their financial goals.
- Acquire additional relationships through proactive outbound calling, client referrals, community involvement, and creating centers of influence.
- Partner with Financial Advisor, Mortgage Consultant, Business Banking Advisory Specialist, and Commercial Banking to manage client relationships and grow the relationship through the acquisition of client assets.
Branch Manager
Wells Fargo Bank N.A.
01.2017 - 01.2021
- Manage branch customer experience by developing bankers' ability to assess clients needs and present applicable services to.
- Educate clients around financial health and money management.
- Create partnership plans with mortgage consultants, business relationship managers, and financial advisors.
- Manage day to day operations of the branch while mitigating risk.
- Facilitate community involvement events.
Service Manager
Wells Fargo Bank N.A.
01.2015 - 01.2017
- Coach employees around compliance, risk mitigation, and operational procedures.
- Facilitate risk and compliance meetings for peer branches.
- Onboard new hires to ensure they are properly trained around job role expectations and responsibilities.
Education
Bachelor of Communications -
Western Governors University
07.2025
Skills
- Customer service excellence
- Team building and collaboration
- Effective communication skills
- Brand awareness and promotion
- Meeting facilitation and coordination
- Organizational skills
Certification
- Series 9
- Series 10
- Series 7
- Series 66
- State of Utah Life Insurance
Timeline
Client Services Team Leader
Fidelity Investments
05.2023 - Current
Premier Banker
Wells Fargo Bank N.A.
01.2021 - Current
Branch Manager
Wells Fargo Bank N.A.
01.2017 - 01.2021
Service Manager
Wells Fargo Bank N.A.
01.2015 - 01.2017
Bachelor of Communications -
Western Governors University
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