Anyone notice how rude and incompetent branch employees are? They call specialty trading for any request. It could be ordering tax forms or transferring money to a bank.
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Branches sell first ask questions later, over promise and under deliver.
But that one post is right and incompetence. The longer I work her, the more I see how sad it is that fidelity is one of the worlds largest companies. If a bunch of id--ts can manage this, what would talented people accomplish if their daddy only gave them a few billion dollars?
You do your job, let them do their job. There are plenty of dum--ss and incompetent people in every department of the company
That’s because branch reps are there to sell managed money, FILI, WAS, CGF, etc and bring money in the door. When I was a branch rep my RM did all these things you’re speaking of, because they are trained to do it, branch reps are trained to sell.
Phone reps are not lazy, go shadow with them and see for yourself.
Branch reps from FR to VP FC gotta be d-mbest lot in all of Fidelity. You can read of policy to them verbatim about their need and they still can’t comprehend it. They just get upset when it can’t be done right this second or exactly how they want.
Anyone notice how lazy phone reps are?
Not letting branch reps process money movement is probably for the best. Branch reps made a lot of mistakes. I can’t tell you how many upset clients I talked to after a branch mixup
They call random departments because the don’t want their pod to be upset they call too much and send feedback to their managers. The branch reps get zero training and expect white glove service.
It’s likely you’re getting overflow calls. I always call using the phone tree to find the right group. when there’s a long hold time it will roll to another group.
They no longer allow branch reps to process any money movement items (service out of branch). We have many older clients that are not web-oriented and will not do online. In the past, we could push the button in ICP to send quickly to the bank on file. Now, we must call each and every time. A waste of our time, the client's time and your time.