March 2nd is Employee Appreciation Day – an unofficial holiday to thank employees for their hard work and efforts throughout the year. It just happens to coincide with tax season – one of the busiest, most hectic times of the year for financial institutions. Call volumes spike, timelines tighten, and issues get more urgent. While crew do a lot to prepare to meet client’s needs, many acknowledge that they couldn’t do it alone. Below are just a few of the stories of crew stepping in to help a fellow crew member – and a client.
Jennifer P.: After working a 10 hour day, my colleague, Nik S., stayed even later to help me with a client’s complex retirement request. We partnered together to resolve the situation and get the client exactly what they needed. Nik never complained, he just focused on the goal of helping the client. I can’t thank him enough.
Julaine B.: I just hung up the phone with Ryan and he ended the call with, “Thank you for all that you do.” The sincerity in his voice made me pause and reflect for a minute. In spite of the stress, I am truly grateful for the opportunity to provide assistance to my fellow crew member. These small words of appreciation can make a difference in your workday.
Bridget O.: Thank you Mary K. for providing exceptional operations leadership helping all of us in Flagship smoothly navigate the first week of the year despite weather contingencies. You made it look easy.
Annsley R.: A BIG shout out to Ardy A. and Tara C. for their excellent customer service today that resulted in high praise from our client. He stated, “Tara and Ardy are worth their weight in gold and are wonderful representatives!” Thank you both for your amazing partnership and creating a best in class experience for our clients.
Karen L.: A client told her story to me of her experience with both Melissa C. and Christopher T., “these two employees gave me the best service I’ve had in years! I needed help with a bond fund and they both guided me with our family’s investments. It’s a challenging time and I learned a great deal!” Melissa and Chris, thank you for delivering excellence!