Kimberly Baucum

Kimberly Baucum Email and Phone Number

Vanguard @ Vanguard
valley forge, pennsylvania, united states
Kimberly Baucum's Location
Greater Phoenix Area, United States
Kimberly Baucum's Contact Details

Kimberly Baucum work email

Kimberly Baucum personal email

n/a
About Kimberly Baucum

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.

Kimberly Baucum's Current Company Details
Vanguard

Vanguard

View
Vanguard
valley forge, pennsylvania, united states
Website:
vanguard.com
Employees:
19280
Kimberly Baucum Work Experience Details
  • Vanguard
    Onboarding Services Team Leader
    Vanguard Feb 2022 - Present
    Scottsdale, Arizona, United States
  • Vanguard
    Onboarding Services Support Lead
    Vanguard Oct 2021 - Feb 2022
    Scottsdale, Arizona, United States
  • Vanguard
    Nigo Resolution Specialist
    Vanguard Jun 2021 - Oct 2021
  • Vanguard
    Onboarding Specialist
    Vanguard Sep 2020 - Jun 2021
    Scottsdale, Arizona, United States
  • Vanguard
    Client Relations Specialist
    Vanguard Mar 2020 - Sep 2020
    United States
  • Prudential Financial
    Financial Advisor
    Prudential Financial Aug 2019 - Mar 2020
    Phoenix, Arizona Area
  • Charles Schwab
    Senior Team Manager
    Charles Schwab Jan 2017 - Dec 2018
    Phoenix, 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.
  • Charles Schwab
    Team Manager
    Charles Schwab Dec 2011 - Jan 2017
    Phoenix, Arizona Area
  • Charles Schwab
    Quality Assurance Specialist
    Charles Schwab Jan 2011 - Dec 2011
    Phoenix, Arizona Area
  • Charles Schwab
    Senior Financial Service Professional
    Charles Schwab Mar 2009 - Dec 2010
    Phoenix, Arizona Area
  • Charles Schwab
    Financial Service Professional
    Charles Schwab Feb 2007 - Mar 2009
  • Thrivent Financial For Lutherns
    Business Office Manager
    Thrivent Financial For Lutherns Mar 2004 - Jan 2007
    Peoria, Arizona

Kimberly Baucum Education Details

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.

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