David Nuxoll
Banker
Decatur,GA
Summary
Experienced in cultivating strong client relationships to foster business growth. Leveraging expertise in financial analysis and strategic planning to effectively meet unique client needs. Proven track record of delivering tailored financial solutions. Possessing a deep understanding of business banking principles. Building and maintaining client relationships while utilizing strong analytical skills to provide comprehensive support and drive success for both clients and the organization.
Overview
17
17
years of professional experience
Work History
Vice President, Business Banker
SunTrust/Truist Bank
08.2018 - 08.2022
- Actively managed Business Banking clients with annual revenues $1MM-$5MM
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Conducted comprehensive financial analyses to identify opportunities for business expansion and risk mitigation.
- Provided expert guidance on business financing options, helping clients secure necessary capital for growth.
- Proactively identified potential risks within client portfolios, implementing strategic measures to minimize losses.
- Enhanced customer retention through building strong relationships and addressing concerns promptly.
- Coordinated with various departments to ensure seamless delivery of banking services across all channels.
- Led training sessions for junior bankers, fostering a culture of continuous learning and professional development.
Private Client Banker
JPMorgan Chase Bank, N.A.
07.2016 - 08.2018
- Actively managed a portfolio of affluent customers through an advice-based approach, ensuring each client receives the best products, services for his or her needs
- Proactively prospected for new affluent clients through branch network, other business partners and/or referral from existing clients
- Trained retail branch bankers and tellers on how to identify potential Chase Private Client customers
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
Relationship Banker - Small Business
JPMorgan Chase Bank, N.A.
04.2014 - 07.2016
- Managed assigned book of customer with assets with Chase up to $250k
- Built lasting relationships, discover financial needs and tailor product and service recommendations
- Partnered with Specialists (Chase Private Client Bankers, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
Personal Banker 2
Wells Fargo Bank, N.A.
11.2012 - 04.2014
- Built long-term relationships with clients
- Referred existing clientele and/or new prospects to business partners
- Developed strong relationships with other lines of business within Wells Fargo
- Cross-sold banking services and products to clientele
- Participated in community events to position the bank as a leader within the territory
- Made outbound calls to schedule appointments
Sr. Personal Banker - Bank Officer
Bank of America, N.A.
11.2005 - 11.2012
- Proactively worked with existing clients to deepen relationships and undercover additional needs
- Resolved client account issues when issues arise
- Made outbound calls to attract new clients to the bank
- Partnered with business partners (Merrill Lynch Advisors, Mortgage Bankers, and Business Relationship Managers) to address needs of clients
Education
Cash Flow Analysis Program and Understanding the Working Capital Program -
Pimley & Pimley Inc.
01.2022
Omega Credit Training Level 1 and 2 -
Pimley & Pimley Inc.
01.2021
Bachelor of Science - German International Trade
Auburn University
Auburn, AL01.2001
Skills
- Portfolio management
- Cross-selling products
- Commercial lending
- Credit assessment
- Problem-solving
- Teamwork and collaboration
- Multitasking
- Adaptability and flexibility
- Decision-making
- Relationship building
- Self motivation
- Analytical thinking
- Risk management
- Client acquisition
Languages
English
Native or Bilingual
German
Full Professional
Timeline
Vice President, Business Banker
SunTrust/Truist Bank
08.2018 - 08.2022
Private Client Banker
JPMorgan Chase Bank, N.A.
07.2016 - 08.2018
Relationship Banker - Small Business
JPMorgan Chase Bank, N.A.
04.2014 - 07.2016
Personal Banker 2
Wells Fargo Bank, N.A.
11.2012 - 04.2014
Sr. Personal Banker - Bank Officer
Bank of America, N.A.
11.2005 - 11.2012
Omega Credit Training Level 1 and 2 -
Pimley & Pimley Inc.
Bachelor of Science - German International Trade
Auburn University
Cash Flow Analysis Program and Understanding the Working Capital Program -
Pimley & Pimley Inc.
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