Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Fidelity Team Leader

Expired Job

Fidelity Jacksonville , FL 32277

Posted 7 months ago

Your passion to coach, develop and lead others enables you to find joy in all areas of life. You understand the ins and outs of what it takes to be successful and motivate others to achieve their goals. The Financial Services Team Lead acts as a key member of the Fidelity Personal Investing business group providing leadership, with the primary focus on impacting team and functional results. While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. You've got the service gene and inspire others to put it to use!

The Expertise We're Looking For

  • 5 years of management experience in a phone based environment

  • 10 years financial services industry experience

  • College degree or applicable work experience

  • Series 7, 63, 9, 10 preferred or must obtain within 120 days

The Purpose of Your Role

You are an influencer who consistently makes a positive impact. You are passionate about coaching, managing and leading approximately 20 associates to work hard collectively as a team! You're a motivator, focused, fast-paced and inspired by change. You can coach to key behaviors that help drive business results. You empower others to embrace feedback and foster an environment focused on growth and development. You encourage others to create the best customer experience possible.

The Skills You Bring

  • Your exceptional interpersonal and client service skills, via telephone and face-to-face interactions

  • You are able to engage associates in identifying roadblocks they're facing and help them overcome obstacles

  • You're a problem-solver and inspire creative solutions

  • You have strong communication skills

  • You know how to adapt and be flexible when the business changes

  • Your proven ability to build relationships across the organization

The Value You Deliver

  • Creating lifetime relationships and playing a critical role in associate experience

  • Coach and develop associates to ensure they are delivering an exceptional experience to our clients while also partnering to build personalized plans that support achievement of career goals.

  • Provide supervisory support for the team including reviewing trade/transaction logs and monitoring call interactions to assess adherence to policy and procedure.

  • Lead a team of 15-20 associates

  • You will help identify opportunities within the business to help create solutions for success

  • Supporting associates daily and coaching to desired behaviors

  • Fostering an environment of passion, growth and development

  • Implementing standards for optimized delivery performance aligned with industry best practice

  • Communicating the state of project work to impact results on a site level

  • Partnering with different groups across the organization to align and inform others of future development

  • Carefully managing, monitoring and reporting results along with assessing and mitigating risk

How Your Work Impacts the Organization

The Financial Services Team Leads are the front line leaders of our organization. The effort and success our financial associates bring to the firm is a mirror image of the value you bring. Our associates are the key element to success as we know and believe that an excellent customer experience can turn into a lifetime relationship for Fidelity. Your talent and skills are invaluable and appreciated by all.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.


upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Team Leader Customer Care

Ally

Posted 1 week ago

VIEW JOBS 1/6/2019 12:00:00 AM 2019-04-06T00:00 Lead and inspire customer care group employees. Create an environment where all employees are focused on delivering a low-effort experience for the people we serve through timely and accurate completion of work, and innovative problem solving including anticipation of needs. Work collaboratively with Ally stakeholders to fulfill consumer needs and ensure corporate objectives and all compliance requirements are met (e.g., OPEX targets, cost-per targets, timeliness targets, accuracy targets, customer satisfaction targets, employee development targets, audit / regulatory review targets, etc.). Lead to succeed vs. managing to avoid failure. Develop a culturally rich learning environment with a high degree of employee engagement by soliciting input, feedback, and by being open to the ideas of others. Create an environment of high performance among employees by ensuring a presence of trust, goal alignment and peer support. Job Responsibilities * Provide daily direction and communication to employees to ensure administrative tasks and functions are performed efficiently. * Maintain knowledge of policies and procedures in order to research/handle escalated/complex issues and to accurately respond to employees, dealers and customers' inquiries. * Understand and effectively educate team on all risks associated with processes managed and implement controls to mitigate any and all risks where none currently exist. * Monitor process volume and performance, identify unusual volume fluctuations, variances and process performance deterioration; including action plan to reverse negative trends. * Develop subordinate understanding of the drivers of utilization to ensure adherence to the process capacity plan. * Identify process improvement opportunities and partner with stakeholders across business units to develop effective improvement plans and establish stronger partnerships. * Recommends and encourages employees to seek innovative improvements to processes in order to improve team performance and effectiveness. * Ensure employees have appropriate training and other resources to perform their job task/functions. * Participate in workforce management; involved in employee scheduling, internal employee rotations/cross-training efforts, and performance management. * Respond to and resolve employee relations and performance issues according to established company policies. * Provide performance feedback and coaching on a regular basis to each team member in a constructive manner. Write and administer performance reviews. * Establish practice and processes that support departmental standards, site and company policies, procedures, standards and strategic goals/directives. * Enhance organization reputation by accepting ownership for new, challenging and complex requests. * Ensure employee timekeeping and other HR portal functions are accurate; monitor policy and procedure compliance; abide by the Code of Conduct and Ethics. * Keep current with new organizational developments affecting the ability to provide low-effort customer account servicing and adherence to company policies by reviewing daily/weekly/monthly e-mail communications/alerts. Effectively and accurately communicates changes/impacts to subordinate staff. * Find innovative solutions to more complex or difficult issues with appropriate escalation to higher level staff. * Coordinate and lead more complex projects and functions and execute with strategy and influence. * Demonstrate a high level of ethical standards and integrity. Set an example of commitment to the organization for other employees. Accept responsibility for actions and results. * Considered go to person within the site for specialists and other leaders. * Recognized as a mentor/coach to others (including peers). * Extensive knowledge and expertise in multiple processes/functions; able to navigate across the organization to find solutions. * Able to lead large and complex teams with minimal employee relations issues. * Consistently leads team to achieve top quartile results among peers. * Ability to facilitate meetings/discussion in a group/team setting. * Monitor operational metrics, observe trends and make process improvement recommendations. Work in tandem with the Business Process Excellence (BPE) team on process improvement projects (collect & analyze data). Qualifications * HS diploma or equivalent required. * Associate or Bachelor's degree in business related discipline preferred. * 4 + years in customer service or financial services industry is needed. * Prior leadership experience is needed. * Education may be used as a proxy for experience. * Project management skills, strong leadership skills and excellent communication skills (oral and written) * Ability to effectively partner across business units to achieve targeted results and help subordinate staff understand the up and downstream impacts of their job. * Ability to function independently within a multi-task environment while mastering a variety of tasks and functions * Encourage effective collaboration and problem solving; engage subordinates in decision making and brainstorming sessions. Ally Overview Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and a top 25 U.S. financial holding company offering financial products for consumers, businesses, automotive dealers and corporate clients. Ally's legacy dates back to 1919, and the company was redesigned in 2009 with a distinctive brand, innovative approach and relentless focus on its customers. Ally has an award-winning online bank (member FDIC), one of the largest full service auto finance operations in the country, a complementary auto-focused insurance business, a growing digital wealth management and online brokerage platform, and a trusted corporate finance business offering capital for equity sponsors and middle-market companies. Business Unit/Enterprise Function The Integrated Channels and Experience (ICE) team is responsible for the deployment and delivery of an end to end customer experience through our Digital and Customer Care Channels (e.g. phone, chat, email, desktop, mobile, etc.). ICE is a team of design, product management and business operations professionals who are responsible for the strategy, execution and ongoing support of Ally's consumer and dealer online and mobile channels. Team members work collaboratively across all Ally Lines of Business to develop policy, procedure and changes impacting customers, or those who service the customer in an effort to deliver a world-class customer experience. Total Rewards Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. Plus, we have a flexible paid-time-off program including time off for volunteer opportunities. Ally's Total Rewards Program is designed to enrich your life at work -- and outside of it and includes: * Industry-leading 401K retirement savings plan with matching and company contributions * Wellness program encouraging healthy living with financial rewards * Flexible health insurance options including dental and vision * Pre-tax Health Savings Account with generous employer contributions * Pre-tax commuter benefits * Other work-life integration benefits including parental and caregiver leave, adoption assistance, backup child and adult/elder day care program, child care discounts, tuition reimbursement, LifeMatters® Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs Ally is an Equal Opportunity Employer We extend equal employment opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law. 3G Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Ally Jacksonville FL

Fidelity Team Leader

Expired Job

Fidelity