Johnathan McGown
Experienced professional adept in admissions, finance, customer service, certified in full-stack web development. Skilled in client engagement, tech adaptation, fostering innovation. Eager to contribute to your success.
- Role
- Financial Services Professional at Charles Schwab
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
Experience
Financial Services Professional
Mar 2024 — Present · Lone Tree, CO, US
Engaged clients in positive and proactive conversations that allowed them to feel like they were being heard during a transition period of the company, helping them navigate the new interface of Charles Schwab’s website and phone application.• Learned and thrived in the fast paced environment of working in a call center – being resilient during call volume spikes, getting clients connected with the correct departments in a timely manner, maintain and exceeding stat goals set for me.• Bolstered my Team’s dynamic and atmosphere through my constant positivity and ability to find the light side of tougher situations. • Supported peers by sharing best practices for how I interact with clients. I shared this insight when individuals would ghost with me and during group call reviews.• Refined my resourcefulness by using technology and different assets to find effective and efficient methods in solving difficult needs for clients.• Quickly able to learn the multiple programs which allowed me to focus more on forming a relationship and trust with clients without the anxiousness of not knowing how to use the programs I need.• Successfully passed the SIE.
Skills
- Microsoft Excel
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