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Financial Center Customer Experience

Location:
Aurora, IL, 60505
Posted:
January 22, 2024

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Resume:

Nicole M. Newell

Senior level sales manager

**** ****** ***** *********, ** 60560

Mobile: 630-***-**** ad20kz@r.postjobfree.com

Core Competencies

- Sales Coach/Mentor - Research and Presentation

- Customer & Employee Engagement - Consultative Sales

- Business to Business sales - Revenue and Yield Strategies

- Public Speaking - Strategic Sales Planning

- Situational Leadership - Project Management

Professional Experience

Fifth Third bank (previous MB Financial Bank)– Aurora, IL 12/2017-Present

AVP, Financial Center Manager, Business Development Manager/Community Development

Financial Center Manager (FCM) of the year 2022

Presidents Circle 2021 and 2022, in the running 2023 - top 5% of the company

Leader in the market for new business households and lending applications

Business champion for the region

Treasurer of the Exchange Club of Aurora (2018- present) help less fortunate children go to college (thru scholarships)

Identifies new Business to Business prospects.

Exercises executive and administrative control over the functions of the office.

Set the tone for the culture of the financial center, ‘inspect what you expect’ to ensure my team is selling with and demonstrating a high level of sales integrity and quality by utilizing the Consultative Sales and Service model and becoming the customer’s trusted advisor.

Operational excellence is managed by being consistent and adhering to Retail policies/procedures. Lead the Financial Center team to exceed customer experience expectations. Consistently work to improve the lives of our customer, our communities, and our employees. Keep the customer at the center of everything we do and deliver a world-class customer experience every time. Exercise integrity and accountability in both sales and service interactions including when acting in a role of reviewer/approver of customer transactions.

Ensure Operational Excellence within the financial center by adherence to policy and procedures to mitigate controllable losses resulting from non-compliance.

JP Morgan Chase - Aurora, IL 2/2012-11/2017

Vice President, Private Client Manager, Branch Manager

Created a climate of technology by incorporating innovation. Migrated customers from the teller line to Electronic Automated Machines. Managed change and behaviors to eliminate unnecessary costs. Changing the branch to an advice center instead of a service center.

Grew profitability year over year in double-digit numbers while decreasing expenses and losses.

Top Manager 2014, exceeded in outperforming in Controls, People, Profitability and Customer Experience.

Ensure tight controls, which lead to a successful team, environment, and customer experience and 100 clear audits.

Conducted and approved quarterly, midyear and yearly performance evaluation, developed and monitored development plans for all direct reports and for the branch.

Set clear objectives for the day and week to Streamline goals with all associates. Set achievable goals to stay on target and hit breakthrough performance.

Supervised and coached teams on proper behaviors, sales techniques, service expectations and compliance guidelines while modeling behaviors, a climate in which people want to do their best.

Hired, developed, and motivated employees to build a high performing team.

Improved revenues and expenses to grow the business, while exceeding customer expectations

Bank of America N.A. – Aurora, IL 11/2004- 01/2010

Assistant Vice President, Bank Manager II

Streamlined goals with all associates to achieve daily, weekly, and monthly goals to stay on target to hit breakthrough performance.

Generated sales lead through community outreach activities while developing business partners and center of influences and building internal relationships.

Coached teams on proper behaviors, sales techniques, service expectations and compliance guidelines to become better salespeople.

Created workforce stability by cultivating an engaged, enthusiastic, and well-coached team.

Achieved 4 Promotions within 5 years of service.

Achieved breakthrough performance (120% of quarterly goal) quarter after quarter resulting in ranking number 1 in the market. Highest goals achieved among 255 banking centers in Illinois. Ranked in the top 50 in the country.

Successfully launched 3 Denovo banking centers, growing monthly transaction volume from 0-15K with in 1 year, and grew assets over 2 million, while exceeding all sales and customer service metrics.

“Award of Excellence” and “Platinum Award” winner.

Amcore Bank – Naperville, IL 08/2004- 11/2004

Branch Manager

Develop new business.

Create new opportunities thru workforce development.

Process and managed all areas of the Bank.

US Bank – Elmhurst, IL 2001-2004

Assistant Branch Manager

Life and Health insurance Agent

Top producing loan officer (Million Dollar Club).

Lead and managed conversion of Firstar Bank to US Bank.

Achieved top performing center by overcoming high objective goals in a declining banking center that was York State bank, Firstar bank them US Bank in a declining market.

Citibank N.A. – Oakbrook, IL 1996-2000 and 2001

Client Financial Analyst

Ø Maintained and created large portfolio of business, personal and investing clients.

Ø Sold annuities and life insurance.

Ø Reached and exceeded monthly goals. CitiStar award winner.

Ø Managed and lead conversion of Travelers group to Citibank.

Education & Professional Development

Aurora University – Aurora, IL – 1996

Bachelor of Arts Degree

References upon request

Letters of Recommendations upon request



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