Joseph Coello
McKinney,USA
Summary
Dedicated and driven individual with a goal to contribute to company success through the sharing of knowledge and skills, and continuous growth within the organization. Passionate about leading new hires through their licensing period and developing them into exceptional team members. Possessing a positive attitude and strong work ethic, I take great pride in my work. Previous experiences have provided valuable expertise, paving the way for a promising future with the company.
Overview
8
8
years of professional experience
Work History
Sr. Specialist, Licensing
Charles Schwab
06.2022 - Current
- Lead new hire classes to obtain their initial Licenses
- I have supported SIE, Series 7 Top Off and, Series 63 classes
- Facilitate Morning huddles daily to bring important updates and insightful details from our chapters to our professionals
- Meet with professionals weekly to discuss wins and discover opportunities they may be having during their course
- Work closely with our partners to communicate updates within the classes and collaborate on solutions to get the best from our professionals
- Collaborated in building new content for our program and assisted in implementing these new tools in our classes
Private Client Services Representative
TD Ameritrade
09.2019 - 05.2022
- Worked with clients that maintained high net worth to ensure they accomplished their goals while ensuring world class client service
- Performed advanced trades for client’s who needed advanced strategy for their positions
- Collaborated with teammates to ensure they had the tools they needed to succeed by monitoring our chat and contributing when appropriate
- Teamed with partner departments to ensure all the client’s needs are resolved in a first call resolution
Investor Services Representative
TD Ameritrade
09.2018 - 09.2019
- Assist clients with their financial needs
- This can include: Placing trades for clients, Offering products that enhance their experience with us, Answering questions relating to their trading account, Helping clients sign up for an account and much more
- Making their experience with TD Ameritrade Easy
- Delivering a World Class Client Experience on every call ensuring high client satisfaction
- Keeping up with Market Conditions to be aware of recent changes
- Working with teammates to ensure they can get their questions addressed in a timely manner through chat
Technical Support Specialist
Charter
01.2018 - 07.2018
- Helped clients troubleshoot their internet connections for issues such as intermittency, wireless strength, outages, and email related issues
- Assisted clients with billing issues and solutions for their everyday needs
- De-escalate clients that are experiencing troubling issues by taking ownership of the issue and using active listening to capture the nature of the issue and addressing the root cause
Customer Service Representative
Capital One
04.2016 - 12.2017
- Greet clients calling in and assist them with a variety of issues on their credit cards while delivering a World Class customer service experience
- Followed up with clients via callback on escalated issues
- Team captain of our digital services group tasked with spreading knowledge of our digital suite of products and assisted in training teammates
- Team point of contact for escalated questions and clarified potential quality concerns with agents
- Helped clients troubleshoot login issues with the online banking site
Education
High School Diploma -
Colonial High School
Orlando, FL05.2001
Skills
- Strong leadership skills
- Multitasking
- Organizational skills
- Competitive drive
- Work ethic
- Documentation Management
- Customer Relations
- Technical communication
Accomplishments
- Won Blue Chucks Award in 2024 due to collaboration with our Orlando partners
Languages
Spanish
Limited Working
Timeline
Sr. Specialist, Licensing
Charles Schwab
06.2022 - Current
Private Client Services Representative
TD Ameritrade
09.2019 - 05.2022
Investor Services Representative
TD Ameritrade
09.2018 - 09.2019
Technical Support Specialist
Charter
01.2018 - 07.2018
Customer Service Representative
Capital One
04.2016 - 12.2017
High School Diploma -
Colonial High School