Nicole White

Accepted ASE Coach position Feb 2023; providing support to 11 branches and over 40 Financial Advisors

• Deliver consistent biweekly coaching to elevate the advice and effectiveness of our Financial Advisors
• Gain commitment from advisors for implementation of new tactics and behaviors to help support their sales conversations
• Enhanced branch team performance by developing and implementing effective coaching strategies.
• Encourage progress towards goals and recognize successes
• Complete daily coaching reports which are shared with DVPs and Branch Managers.

• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Increased client satisfaction by providing personalized financial advice and investment strategies
• Ensured compliance with industry regulations and company policies while serving clients' best interests.
• Managed over 50 client calls and 20 customer meetings per week.
• Consistently met or exceeded quarterly sales goals

• Ensured all branch cash was balanced daily
• Ordered cash as needed for ATMs and branch use
• Streamlined processes for improved efficiency, enabling quicker response times to client requests.
• Informed and suggested new banking products to customers.
• Managed customer requests while mitigating potential risk to bank.

• Ensured daily cashes are counted and balanced
• Completion of invoices daily
• Responsible for ensuring monthly cycle counts are completed for various areas of the store
• Responsible for ensuring inventory issues are dealt with in a timely manner
• Responsible for completion of the staff schedule
• Conducted interviews for new hires
• Audited store operations and records under management direction and resolved discrepancies.

• Worked independently from home as a Remote Agent
• Generated additional sales opportunities with upselling and cross-selling techniques.
• Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
• Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Achieved high levels of customer satisfaction with consistent delivery of products on schedule and within specifications.
• Held supervisory position, which included overseeing staff and opening/closing of branch.