Norm Sioda
Salem
Summary
Experienced leader with strong background in guiding teams, managing complex client sceanrios, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Possesses versatile skills in team management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
13
13
years of professional experience
Work History
Financial Representative
Fidelity Investments
08.2024 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Developed strong relationships with clients through consistent communication and excellent service.
- Handled incoming payments and outgoing disbursements.
Customer Success Associate Manger
Wells Fargo
02.2017 - 07.2024
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Supervised employees and assessed performances to determine training needs and define accurate plans for increasing efficiency and quality of care.
- Conducted regular performance evaluations for team members, identifying areas for improvement and creating targeted action plans for success.
- Collaborated with upper management to improve customer service processes and support structures company-wide.
- Analyzed customer feedback data to identify trends and areas for improvement, driving continuous enhancement of services provided.
Financial Advisor
Haven Financial Group
02.2012 - 12.2016
- 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.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Facilitated PERS educational workshops to help individuals close to retirement decide which pension option was best for their situation.
- Enhanced client portfolio performance by advising on strategic investment opportunities tailored to individual risk profiles.
Education
BBA - Business
Montreat College
Charlotte, NC06-2004
Skills
- Relationship building
- Customer service
- Teamwork and collaboration
- Team leadership
- Coaching and mentoring
- Risk management
Timeline
Financial Representative
Fidelity Investments
08.2024 - Current
Customer Success Associate Manger
Wells Fargo
02.2017 - 07.2024
Financial Advisor
Haven Financial Group
02.2012 - 12.2016
BBA - Business
Montreat College
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