Because I respectfully disagreed with the Sales Director and stated my case with facts rather than emotion, we were able to move past the disagreement with ease."Īs much as a hiring manager understands the desire to seek new work, the question about your motivation remains. (Result) Remarkably, his performance improved by over 40%! This team member is still with us and often lands on our divisions' monthly Top 10 list for client satisfaction and performance. After coming to a middle ground, I created a plan to spend five additional hours per week training this team member for three weeks. The Sales Director finally agreed that if the team member missed their targets for another 30 days, we would move forward with termination. I mentioned that it would be more costly for the company to replace this person than invest in additional training. (Action) I expressed my desire to spend additional time training this team member. (Task) As a manager, my philosophy is to ensure that I have trained and coached my team members to the best of my ability before I ever consider terminating them. "(Situation) Last year, my Sales Director and I disagreed on the pending termination of one of my team members. Now, when I feel immense pressure on the job and in my personal life, I lean on these mechanisms and techniques to get me to the finish line with focus and poise." (Result) As a result, I successfully onboarded this new account and even received accolades from the client, which reached my leadership team. This individual taught me incredibly beneficial approaches and tools for managing my time, controlling stress, and regulating my mindset under pressure. (Action) During this time, I sought out a mentor with more experience in the financial sector. I felt overwhelmed, but I knew that serving this account to the best of my ability would speak volumes about my firm and be a valuable addition to my portfolio. It would take a great deal of diligence, research, and time on my end. (Task) I knew that onboarding this client would be challenging. I was thrilled to have the opportunity however, this account was notorious for being high-pressure. (Situation) Last year, one of our Investment Managers retired, and she passed me one of her most important legacy accounts. "Throughout my career in the financial sector, I have gained the skills that help me constructively deal with stress. My manager was very pleased with my initiative, and today, the firm has stronger processes for managing regulatory reporting demands." (Result) By spotlighting the upside of greater efficiencies and added security, I initiated smart and responsible change within the firm. After a couple of weeks, I made solid recommendations to the Investment Management team. (Action) I began to research new tools, processes, and systems to boost our teams' efficiencies and safeguard us through a better-consolidated system. This situation presented an excellent opportunity for our small firm to explore a more robust, more efficient tech stack. During the pandemic, we began to find that regulations were becoming more stringent, and investment banks were required to have greater safeguards against compliance breaches. "(Situation & Task) While working as an Investment Analyst with Company XYZ, I was responsible for supporting the Investment Management team through research and strategic recommendations.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |