Robert Sloboda
Seminole,FL
Summary
Dynamic Senior Associate with extensive experience at FIS and Franklin Templeton, excelling in customer service and team leadership. Proven track record in mentoring junior associates and enhancing performance. Skilled in decision-making and attention to detail, consistently delivering top-quality service in Trusts, Estates, and Retirement plans.
Overview
13
13
years of professional experience
Work History
Senior Associate
FIS
03.2023 - 04.2025
- Multi-skilled Customer Service Associate including Trusts, Estates, 529 Accounts and Retirement plans among others.
- Mentored junior associates, fostering skill development and enhancing team performance.
- Provided excellent customer service while maintaining top quality.
Senior Associate
Franklin Templeton
10.2012 - 03.2023
- Multi-skilled Customer Service Associate including Trusts, Estates, 529 Accounts and Retirement plans among others.
- Mentored junior associates, fostering skill development and enhancing team performance.
- Provided excellent customer service while maintaining top quality.
Education
Associate of Arts - Finance And Accounting
Saint Petersburg College
St Petersburg FloridaSkills
- Training and mentoring
- Performance monitoring
- Team leadership
- Team supervision
- Customer service
- Decision-making
- Attention to detail
Languages
Czech
Limited Working
Slovak
Elementary
Timeline
Senior Associate
FIS
03.2023 - 04.2025
Senior Associate
Franklin Templeton
10.2012 - 03.2023
Associate of Arts - Finance And Accounting
Saint Petersburg College