Jordan Martin
Westlake
Summary
Organized Team Leader builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
12
12
years of professional experience
Work History
Team Leader
Fidelity Investments
03.2023 - Current
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
Help Desk
Fidelity Investments
02.2022 - 03.2023
- Created detailed reports on help desk performance metrics, enabling informed decision-making by management personnel.
- Answered calls and emails at help desk to assist customers with basic support, bug fixes and configuration issues.
- Developed strong relationships with end-users, fostering trust and confidence in the help desk''s ability to address their technical concerns.
- Developed customized training materials for new help desk technicians, reducing onboarding time and increasing overall team competency.
Workplace Planning Consultant II & III
Fidelity Investments
11.2020 - 02.2022
- Streamlined planning processes for improved project efficiency and timeliness.
- Facilitated collaboration between developers and regulators, streamlining communication channels and expediting approval processes.
- Leveraged GIS technology to analyze spatial data effectively, informing decision-making processes at various stages of the planning process.
- Prepared environmental impact assessments to ensure responsible development while minimizing negative ecological effects.
Financial Advisor
Edward Jones
10.2018 - 11.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Store Manager
QuikTrip
08.2012 - 10.2018
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Improved customer satisfaction through staff training in customer service and product knowledge.
- Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
Education
Bachelor of Science - Marketing
Wichita State University
Wichita, KS05.2012
Skills
- Teamwork and Collaboration
- Problem-Solving
- Attention to Detail
- Team motivation
- Performance Improvement
- Leading Team Meetings
Timeline
Team Leader
Fidelity Investments
03.2023 - Current
Help Desk
Fidelity Investments
02.2022 - 03.2023
Workplace Planning Consultant II & III
Fidelity Investments
11.2020 - 02.2022
Financial Advisor
Edward Jones
10.2018 - 11.2020
Store Manager
QuikTrip
08.2012 - 10.2018
Bachelor of Science - Marketing
Wichita State University