Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joel Tweddle

Arlington

Summary

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.

Education

Bachelor of Science - Finance

Boise State University
Boise, ID
12-2016

Skills

  • Performance evaluation
  • Training program development
  • Compliance oversight
  • Client relationship management
  • Customer satisfaction strategies
  • Conflict resolution
  • Coaching and mentoring
  • Problem solving

Certification

Finra Series 7

Timeline

Manager, Onboarding Team Leader

Fidelity Investments
01.2023 - Current

Client Service Associate

Fidelity Investments
07.2022 - 03.2023

Help Desk

Fidelity Investments
03.2022 - 01.2023

Bank Teller

Zions Bancorporation
01.2021 - 07.2022

Bachelor of Science - Finance

Boise State University
Joel Tweddle