Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

James Westbury

Florissant,MT

Summary

Forward-thinking Senior Specialist equipped with advanced operational and technical knowledge of the financial industry. Proven team leader and problem-solver competent in navigating complex situations. Manages assignments, schedules and projects with organized and detail-oriented mindset.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Sr. Specialist, Service Onboarding & Development

Charles Schwab
04.2023 - Current
  • Led projects by coordinating schedules, organizing resources and delegating work to meet deliverable and timeline requirements.
  • Supported department leadership in implementing new policies, procedures and controls.
  • Oversaw work of junior personnel, helping to motivate strong performance and improve overall knowledge with focus on mentoring and coaching.

Learning and Development Specialist

Charles Schwab
06.2022 - 04.2023
  • Coordinated training schedules across sites with supervisors and managers to optimize training initiatives and work-flow management
  • Provided coaching and mentoring to employees.
  • Facilitated virtual, in-person and blended learning sessions.
  • Developed and implemented successful onboarding program.

Financial Services Onboarding Specialist

TD Ameritrade
05.2021 - 06.2022
  • Perform side by sides, call reviews, and complete coachings for trainees that are assigned to me. I also virtually assist multiple trainees from across the company using an internal chat system.
  • Supervised new hires as they begin their journey at TD Ameritrade by offering support and guidance

Electronic Communications Group

TD Ameritrade
01.2020 - 05.2021
  • Assist multiple clients at the same time with their accounts via live chats, email, and social media responses
  • Properly assess files that clients send in and upload them for the appropriate departments for review
  • Act as a mentor to those first starting out answering emails and answering any questions they may have

Financial Services Representative

TD Ameritrade
12.2018 - 01.2020
  • Fully licensed Broker that assists clients with any issues they may have in their financial accounts
  • Answer phone calls in a call center atmosphere while utilizing numerous operating systems to best assist the client
  • Responds to clients emails in a timely and orderly fashion to assist with any issues with their accounts

Deli/Seafood Training Specialist

Dierbergs
06.2018 - 12.2018
  • Leads new Dierberg's Deli Associate's through a specialized training program that prepares them for their new careers in the Deli/Seafood Department
  • Teach new recruits about the importance of safety in the workplace and gives hands on demonstrations with multiple pieces of equipment
  • Keeps meticulous notes for data entry to keep track of the new recruits and their progress in their respective stores. Works with computers during the training all day that sometimes requires troubleshooting.

Education

Bachelor of Science - English Education

University of Central Missouri
Warrensburg, MO
05.2015

Skills

    • Rapport-Building
    • Online Chat
    • Student-Centered Learning
      • Instructing
      • Complex Problem-Solving

Certification

FINRA Series 7, 63, 9/10

Timeline

Sr. Specialist, Service Onboarding & Development

Charles Schwab
04.2023 - Current

Learning and Development Specialist

Charles Schwab
06.2022 - 04.2023

Financial Services Onboarding Specialist

TD Ameritrade
05.2021 - 06.2022

Electronic Communications Group

TD Ameritrade
01.2020 - 05.2021

Financial Services Representative

TD Ameritrade
12.2018 - 01.2020

Deli/Seafood Training Specialist

Dierbergs
06.2018 - 12.2018

Bachelor of Science - English Education

University of Central Missouri

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James Westbury