Kimberly Baucum Email and Phone Number
Kimberly Baucum work email
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Kimberly Baucum personal email
Experienced Senior Manager with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Sales, Customer Relationship Management (CRM), Event Management, and Team Building. Strong professional skills.
Vanguard
View- Website:
- vanguard.com
- Employees:
- 19280
-
Onboarding Services Team LeaderVanguard Feb 2022 - PresentScottsdale, Arizona, United States -
Onboarding Services Support LeadVanguard Oct 2021 - Feb 2022Scottsdale, Arizona, United States -
Nigo Resolution SpecialistVanguard Jun 2021 - Oct 2021 -
Onboarding SpecialistVanguard Sep 2020 - Jun 2021Scottsdale, Arizona, United States -
Client Relations SpecialistVanguard Mar 2020 - Sep 2020United States -
Financial AdvisorPrudential Financial Aug 2019 - Mar 2020Phoenix, Arizona Area -
Senior Team ManagerCharles Schwab Jan 2017 - Dec 2018Phoenix, Arizona Area-Trained and provided regular and targeted coaching to representatives via recorded and live callmonitoring, in-the-moment feedback and group sessions, with a constant focus on providingworld class client experience on every call, reinforcing client loyalty and increasing businessresults.-Leveraged a wide array of tools and resources including reporting tools, client surveys, QualityAssurance partners, Conversation Model, Situational Leadership training, career plans andemotional intelligence to tailor my coaching to each individual and maximize employeedevelopment.-Achievements include leading entire team to top performer in Customer Service Surveysthrough Medallia. The team led the network in overtime support. Provided three employees toattend our Chairman’s Club and one employee won the Walt Bettinger CEO Award.-Consistently exceeded productivity expectations, promptly addressed survey and audit alerts,and completed thorough monthly pattern-based supervision reports ensuring adherence tocompany policies and procedures as well as industry rules and regulations.-Effectively addressed outliers, continuously supported the growth and career progression ofemployees and provided mentoring to new managers, resulting in increased employee retentionand promotional opportunities.-Achieved team engagement far exceeding Nexus’ 95th percentile for the Financial Servicesindustry.-Implemented a stepped up fraud prevention program for the deep night teams across thenetwork which was implemented for all teams. Promoted a new client voice authenticationsystem, leading to a significant increase in client education and complete adoption across allservice teams in the Phoenix center.-Project management experience includes the creation and implementation of cross-teamcoaching and the improvement of the process for the handling of overnight client requests.-Created a new hire on-boarding system that was implemented July 2017 which hasdemonstrated great success. -
Team ManagerCharles Schwab Dec 2011 - Jan 2017Phoenix, Arizona Area -
Quality Assurance SpecialistCharles Schwab Jan 2011 - Dec 2011Phoenix, Arizona Area -
Senior Financial Service ProfessionalCharles Schwab Mar 2009 - Dec 2010Phoenix, Arizona Area -
Financial Service ProfessionalCharles Schwab Feb 2007 - Mar 2009 -
Business Office ManagerThrivent Financial For Lutherns Mar 2004 - Jan 2007Peoria, Arizona
Kimberly Baucum Education Details
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Business Administration, Management And Operations -
Elementary Education And Teaching
Frequently Asked Questions about Kimberly Baucum
What company does Kimberly Baucum work for?
Kimberly Baucum works for Vanguard
What is Kimberly Baucum's role at the current company?
Kimberly Baucum's current role is Vanguard.
What is Kimberly Baucum's email address?
Kimberly Baucum's email address is ki****@****ard.com
What schools did Kimberly Baucum attend?
Kimberly Baucum attended Western Governors University, Estrella Mountain Community College.
Who are Kimberly Baucum's colleagues?
Kimberly Baucum's colleagues are Sai Prakash Gannagouni, Craig Gower, Patrick L., Marc Morris, Robin Holts, Mariya Dmitriev, Cfa, Coleen Dicaprio.
Not the Kimberly Baucum you were looking for?
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Kimberly Baucum
United States -
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