Onboarding Team Leader
CurrentI lead new associates through the onboarding process and coach them through obtaining their Series 7 and 63 licenses.
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@fidelity.com
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April Willison is listed as Onboarding Team Leader at Fidelity Investments, a with 52767 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for April Willison.
April Willison previously worked as Client Services Help Desk at Fidelity Investments and Fraud Specialist at Citi. April Willison holds Bachelor, Business Administration/Information Technology from Bryant & Stratton College - Virginia Beach.
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Experienced Leader with a demonstrated history of working in the financial services industry. Skilled in Building Culture, Coaching, Professional Development and Scrum. Strong support professional with a Bachelor focused in Business Administration/Information Technology from Bryant & Stratton College - Virginia Beach.
Listed skills include Customer Service, Team Building, Strategic Planning, Training, and 26 others.
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Jacksonville, Florida, United States
I lead new associates through the onboarding process and coach them through obtaining their Series 7 and 63 licenses.
Jacksonville, Florida Area
• Competently reviewed inbound and outbound accounts for fraudulent activity • Responsible for applying good judgment and vast policy knowledge across multiple portfolios (i.e. Brands, Costco)• Established reputation within team as Subject Matter Expert (SME) for systems and metric improvement• Executed creative and critical thinking to problem solve and work as the Rewards & Recognition team lead to recognize and reward admirable qualities in fellow teammates • Worked as Voice of the Employee (VOE) team lead to assist with employee engagement and satisfaction, created reports to identify and action plans to encourage growth and development within the department• Developed presentations to assist leadership with motivating teams to increase productivity and cut costs by increasing quality • Produced a requisition document to describe all team roles and communicate the required skills to be successful within role• Recognized and recommended representatives for specific roles based upon skill base possessed
Chesapeake, Virginia
• Effectively worked in an escalations/supervisory role to de-escalate customer situations regarding payment refunds, potential regulatory complaints as well as general escalation • Displayed good judgment in honoring customer requests while maintaining legal and regulatory compliance• Communicated with multiple levels of management regarding required policy updates for process improvements• Assisted with company innovation for new processes by actively monitoring data trends and providing feedback to multiple levels of management • Identified and reported system and policy issues causing pain points for internal and external customers• Functioned as a Workplace Resolution Services specialist making calls to assist with escalated issues that were not resolved with a one call resolution• Monitored and scored calls for Quality Assurance, Risk, and Regulatory Compliance
Virginia Beach, Virginia
• Responsible for networking within multiple organizations to bring new business to the company• Assisted potential clients with choosing a package of services that would meet the needs of his or her company• Ensured award winning service for customers• Created new training manual for telephone operations as well as trained new hires
Virginia Beach, Virginia
• Managed a team of 25-30 employees in a quick service restaurant setting• Delivered individual coaching and feedback to direct reports• Responsible for interviewing and hiring potential candidates for employment, analyzing business volume to project scheduling needs• Motivated employees with rewards based recognition which resulted in reduced service times by 70%
Virginia Beach, Virginia
Maintained inventory levels and ensured integrity of food items
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Andy Xie
Colleague at Fidelity InvestmentsUnited States
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Anmoldeep Singh
Colleague at Fidelity InvestmentsKitchener, Ontario, Canada
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Tim Wallin
Colleague at Fidelity InvestmentsCincinnati Metropolitan Area, United States
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Tim Svitkovich
Colleague at Fidelity InvestmentsCincinnati Metropolitan Area, United States
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Ryan Mongno, Mba
Colleague at Fidelity InvestmentsAshburn, Virginia, United States
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Michael Baril Cfp®
Colleague at Fidelity InvestmentsLos Angeles Metropolitan Area, United States
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Monique Gutierrez
Colleague at Fidelity InvestmentsErlanger, Kentucky, United States
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Ross Barbee
Colleague at Fidelity InvestmentsGreenville, South Carolina, United States
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Tim Sheridan
Colleague at Fidelity InvestmentsUnited States
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Niranjan Sreeharsha Nanduri
Colleague at Fidelity InvestmentsAthlone, Ireland
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Activities and Societies: ABG Invitee, Dean's List Student, IT Club
Activities and Societies: ABG Invitee, Dean's List Student, IT Club
Quick answers generated from the profile data available on this page.
April Willison works for Fidelity Investments.
April Willison is listed as Onboarding Team Leader at Fidelity Investments.
AeroLeads has found 1 work email signal at @fidelity.com for April Willison at Fidelity Investments.
April Willison is based in Jacksonville, Florida, United States while working with Fidelity Investments.
April Willison has worked for Fidelity Investments, Citi, Capital One, Answer Center Telephone Answering Service, and El Pollo Loco, Inc..
April Willison's colleagues at Fidelity Investments include Andy Xie, Anmoldeep Singh, Tim Wallin, Tim Svitkovich, and Ryan Mongno, Mba.
You can use AeroLeads to view verified contact signals for April Willison at Fidelity Investments, including work email, phone, and LinkedIn data when available.
April Willison holds Bachelor, Business Administration/Information Technology from Bryant & Stratton College - Virginia Beach.
April Willison is listed with skills including Customer Service, Team Building, Strategic Planning, Training, Leadership, Management, Analytical Skills, and Microsoft Office.
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