Care Representative Business Development

JAMES L. NICHOLAS

630-***-**** ********@*****.***

www.linkedin.com/in/james-nicholas-565b37264

Direct Sales I Client Care Representative I Client Support I Sales Consultant PROFESSIONAL SUMMARY

Results-driven professional with expertise in financial management, negotiation, and problem solving. Proven track record of exceeding sales targets, managing high-value accounts, and leading teams to success. Skilled in client relationship management, risk mitigation, and driving strategic growth. Now seeking to leverage these strengths as a Business Development Manager to drive new business opportunities and expand market presence.

SKILLS

Client Relationship Management Risk Management Strategic Sales Planning Team Leadership Data Analysis Ethical Decision Making Financial Reporting Regulatory Compliance Banking Operations Management Conflict Resolution Sales Strategy Development Staff Training and Development KEY ACCOMPLISHMENTS

● Earned Salesperson of the Year award for 8 consecutive years

● Successfully made 130% of quota for 9 consecutive years

● Managed accounts and brought in $1,000,000+ in annual revenue

● An average of three annual promotions based on referral success

● Received Finance and Marketing Ethics award upon MBA thesis completion TECHNOLOGY

Microsoft Word Microsoft Excel Microsoft Outlook PROFESSIONAL EXPERIENCE

PNC BANK Western Springs. IL January 2023 – March 2023 Relationship Banker

● Processed 50+ legal documents weekly, verified signatures, and established approvals and closure schedules

● Followed standard operating procedures to open and close bank daily

● Ensured asset integrity by balancing teller’s cash drawers, vault, and safe deposit department

● Monitored all date and time tracking systems within the bank

● Mitigated risk of fraud by tracking bill verification of currency counting machine and reviewing check origination and account balance

● Performed verification of official bank checks, wire transfers, and customers, completed reports, and communicated findings to signers for verification accuracy

● Controlled safe deposit boxes using customer identification, signature verification, and time and date tracking system

WINTRUST BANK

Client Care Representative Hinsdale, IL June 2023-October 2023

● Processed 50+ legal documents weekly, verified signatures, and established approvals and closure schedules

● Followed standard operating procedures to open and close bank daily

● Ensured asset integrity by balancing teller’s cash drawers, vault, and safe deposit department

● Monitored all date and time tracking systems within the bank

● Mitigated risk of fraud by tracking bill verification of currency counting machine and reviewing check origination and account balance

● Performed verification of official bank checks, wire transfers, and customers, completed reports, and communicated findings to signers for verification accuracy

● Controlled safe deposit boxes using customer identification, signature verification, and time and date tracking system

OLD NATIONAL BANK Oak Brook, IL August 2018-November 2022 Relationship Banker/Teller Assistant

● Verified and notarized legal documents

● Consulted with management on mergers and acquisitions INDEPENDENT FOOD AND HOSPITALITY DISTRIBUTION Chicago, IL May 2008-June 2018 Sales Manager and Food Consultant

● Directed and coordinated work activities of a diverse staff

● Managed national distribution of a wide-ranging product portfolio

● Monitored customer preferences to determine strategic focus of sales efforts

● Engaged with key stakeholders daily

ABN-AMRO/LASALLE BANK Chicago, IL April 2003-March 2008 Assistant Vice President

● Supervised a 10-region district in Workplace Direct sales program

● National account supervisor focusing on wealth managed clients

● Referral liaison for 5 state region and increased compensating balances by 50 %

● Leader and manager for onboard training

JP MORGAN CHASE Chicago, IL August 1993-March 2003 Assistant Vice President

● Consecutive salesperson of the year for 8 years

● 5-year recipient as compliance regulator on daily safety issues

● Successfully implemented national referral program for secondary products EDUCATION

Master of Business Administration

Benedictine University • Lisle, IL

Bachelor of Arts • English/Journalism

Valparaiso University • Valparaiso, IN

VOLUNTEER EXPERIENCE

Holy Apostles Greek Orthodox Church

● Mission Volunteer

● Parish Board Volunteer Local baseball volunteer at Hinsdale Central High School Hinsdale Central High School

● Baseball Team Volunteer

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