Noli Nicolas
San Francisco
Summary
Operations professional with extensive experience in financial services, driving operational efficiency and workflow optimization. Expertise in team leadership and regulatory compliance, recognized for resolving complex issues and enhancing productivity through collaboration. Analytical skills support data-driven decisions that strengthen team performance and operational outcomes.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Operations Analyst
JPMorgan Chase & Co.
San Francisco
05.2024 - 10.2025
- Supported daily operations functions ensuring accuracy, compliance, and timely execution of deliverables.
- Identified inefficiencies in workflows and recommended improvements to enhance productivity and reduce errors.
- Coordinated with cross-functional teams to resolve escalations and implement operational solutions.
- Analyzed trends and prepared reports to support leadership decision-making.
Supervisor, Operations Shared Services
First Republic Bank
San Francisco
06.2020 - 05.2024
- Supervised and developed a high-performing operations team, ensuring adherence to compliance and productivity standards.
- Led coaching, training, and performance development to strengthen team capability and engagement.
- Collaborated with multiple departments to streamline workflows and improve turnaround times.
- Contributed to time-saving process enhancements and efficiency-focused projects.
- Guided the team through complex operational issues through strong problem-solving and analytical skills.
Banker Helpline Specialist
First Republic Bank
San Francisco
09.2012 - 06.2020
- Supported bankers in account opening, KYC/AML requirements, and operational procedures, enhancing compliance and operational efficiency.
- Maintained quality and accuracy in processes, ensuring adherence to regulatory standards and reducing risk.
- Served as a key escalation point for complex issues, offering solutions and training as needed.
- Assisted with account openings and cash transactions, streamlining operations and improving customer service.
Customer Care Specialist
First Republic Bank
San Francisco
10.2010 - 09.2012
- Handled inquiries and resolved client issues, enhancing customer satisfaction and loyalty.
- Delivered exceptional customer support while adhering to BSA and internal policies.
- Achieved excellent quality assurance call scores, demonstrating commitment to customer care excellence.
- Processed fund transfers and managed account maintenance tasks, ensuring timely and accurate service.
Personal Banker
Wells Fargo Bank
San Francisco
06.2006 - 06.2010
- Delivered tailored financial guidance and solutions to individual and small-business clients, enhancing their financial decision-making.
- Connected clients with mortgage, business banking, and investment partners to address their financial needs.
- Instructed customers on financial products and literacy, empowering them to make informed financial choices.
- Consistently met sales and service goals while maintaining exceptional client satisfaction.
Education
Pre-Nursing Coursework -
City College of San Francisco
San Francisco01-2006
High School Diploma -
El Camino High School
South San Francisco, CA06-2003
Skills
- Workflow Optimization
- Process Improvement
- Operational Efficiency
- Daily Controls
- Coaching
- Team Development
- Performance Management
- Collaboration
- KYC
- AML
- BSA
- Regulatory Adherence
- Excel
- Reporting
- Case Management Systems
- Banking Operations Tools
- Problem Solving
- Customer Support
- Communication
- Relationship Building
Certification
- Business & Strategy Certificate - McKinsey
- Management Accelerator - McKinsey
- Asian Leadership Academy Problem Solving Certificate - McKinsey
- Adaptability & Resilience Certificate - McKinsey
Timeline
Operations Analyst
JPMorgan Chase & Co.
05.2024 - 10.2025
Supervisor, Operations Shared Services
First Republic Bank
06.2020 - 05.2024
Banker Helpline Specialist
First Republic Bank
09.2012 - 06.2020
Customer Care Specialist
First Republic Bank
10.2010 - 09.2012
Personal Banker
Wells Fargo Bank
06.2006 - 06.2010
Pre-Nursing Coursework -
City College of San Francisco
High School Diploma -
El Camino High School