Results-driven manager with expertise in performance evaluation, compliance oversight, and training program development. Proven ability to enhance customer satisfaction and foster strong client relationships.
Overview
5
5
years of professional experience
4
4
Certifications
Work History
Manager, Onboarding Team Leader
Fidelity Investments
Westlake
01.2023 - Current
Conducted performance evaluations and provided feedback to staff.
Implemented training programs to enhance team skills and knowledge.
Oversaw compliance with industry regulations and internal policies.
Monitored staff performance and addressed issues.
Coached, mentored and trained team members in order to improve their job performance.
Developed and implemented strategies to increase customer satisfaction and loyalty.
Client Service Associate
Fidelity Investments
Westlake
07.2022 - 03.2023
Managed client inquiries and provided timely solutions to enhance satisfaction.
Maintained accurate records of all transactions related to securities trading activities.
Help Desk
Fidelity Investments
Westlake
03.2022 - 01.2023
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Managed and resolved high-priority customer escalations, ensuring timely solutions and maintaining client satisfaction.
Bank Teller
Zions Bancorporation
Boise
01.2021 - 07.2022
Processed customer transactions accurately and efficiently using banking software.
Assisted customers with account inquiries and provided product information.
Maintained cash drawer integrity through regular balancing and reconciliation.
Managed cash replenishment and inventory for ATMs in designated areas.