Nathan Fuchs

Experience

• 

  The Home Depot

  Mar 2017 - Sept 2017

  Sales Associate

  • Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.• Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.• Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral.• Delivered high level of assistance by locating products and checking store system for merchandise at other sites.• Received 5 awards for providing excellent customer service. Show less

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  Burger King®

  Apr 2018 - Apr 2019

  Operations Shift Manager

  • Helped lead our restaurant to be ranked the #1 Burger King in the country. • Trained and mentored new employees to maximize team performance.• Kept employees operating productively and working on a task to meet business and customer needs.• Boosted team productivity and efficiency by leveraging top-notch communication and management abilities.• Adhered to company standards and compliance requirements for operations and cleanliness of all areas.• Managed customer relations and customer service through daily communication and interaction. Show less

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  T. Rowe Price

  Sept 2019 - now

  - Conducts one-on-one consultations to evaluate clients' current financial situations and develop actionable plans to achieve their short-term and long-term financial objectives.- Offers guidance on optimizing personal investments, retirement planning, and risk management to ensure clients' financial security and future stability.- Leverages internal tools such as Seismic and the Investment Allocation Tool to provide education and direct advice as needed.- Promotes internal advisory products such as the Retirement Advisory Service or the ActivePlus Portfolio Program to qualifying clients. Show less • Serves as subject matter expert on a variety of topics related to Individual Investors Services Retail accounts to support 150+ members of the Retail Investment Services, Retirement Client Services, and Select Client Services phone groups. • Provides coaching and feedback sessions to representatives who request insight on best practices on calls, specific business processes/policies, or subjects requested by the representative’s supervisor.• Coaches representatives to use internal resources to ensure all conversations with clients remain compliant with the set business policies. • Creates informational documents, which are used to communicate to over 800 associates, containing announcements, information on trending topics, and reports for meetings. This includes:o Individual Investors Services and Operations Group Meeting Noteso Helpline Hot Topicso Monthly Centers Of Excellence Statso PowerPoint Presentations for Huddle Visitso Newly created – Helpline Jumpstart• Assists with complex situations regarding the Summit Program as a Summit Ambassador by regularly receiving and escalating issues on client’s accounts with householding, tier assignment, or program benefits. • Helps the Client Resolution Team during high volume seasons by completing CRT cases which involve resolving complex situations, NIGO purchase checks, back-dating I-Class De-conversions, etc. Show less • Applied analytical and problem-solving skills to address client concerns, demonstrating empathy and resolving problems swiftly.• Consistently referred clients to the Sales department generating over $3.5 million dollars in incoming cash transfers to T. Rowe Price.• Contributed to team by organizing information and creating resources such as handouts, templates, and job aids. Brought different ideas and questions to team huddles for discussion.• Volunteered to assist in the 401k department from April to July 2020. Assisted with high call volumes as a result of the CARES Act and Covid-19. • Joined the Centers of Excellence Helpline team as backup from October to December 2020. Assisted phone group associates in resolving complicated issues by serving as subject matter expert.• Acted as Lead Coach for a Retail Investment Services New Hire Class from February to April 2021. Conducted new hire training sessions, and mentored junior staff on compliance, procedural and performance expectations. • Provided 2-3 calls which are still used in New Hire training classes for demonstration purposes. Show less

  • Client Engagement Sales Representative

    May 2023 - now

  • Senior Centers of Excellence Specialist

    Jul 2021 - May 2023

  • Retail Investment Service Specialist

    Sept 2019 - Jul 2021