Summary
Overview
Work History
Education
Skills
Certification
Emmy Niroula

Emmy Niroula

Omaha,NE

Summary

Determined banking professional eager to apply financial knowledge and sales negotiation skills. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Overview

8
8
years of professional experience
5
5

Certifications

Work History

Relationship Banker

JP Morgan Chase
08.2022 - Current
  • Managed a portfolio of assigned clients, fostering lasting relationships through proactive in-person and phone interactions.
  • Displayed a strong aptitude for influencing and educating customers on technology solutions and enhancements.
  • Cultivated trust and long-term relationships through engaging and educational conversations, employing open-ended questions to understand client requirements.
  • Demonstrated a client-obsessed attitude, consistently delivering exceptional customer experiences.
  • Utilized a consultative approach to provide tailored financial options, demonstrating initiative and knowledge in the process.
  • Collaborated with specialists, including Financial Advisors, Mortgage Bankers, and Business Relationship Managers, to connect customers with experts who could address specialized financial needs.


Branch Manager

Cobalt Credit Union
12.2015 - 08.2022
  • Identified partnership opportunities and established favorable business connections.
  • Assessed employee performance and developed improvement plans.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Engaged employees in business processes with positive motivational techniques.

Education

Bachelor of Science - Business Analysis & Management

Bellevue University, Bellevue, NE
Current

Skills

  • Business Development
  • Client Relationships
  • Communication
  • Organization
  • High Achievement Drive
  • Collaboration

Certification

  • Securities Industry Essentials Exam (SIE)
  • Series 6 Investment Co. and Variable Contracts Products
  • Series 63 Uniform Securities Agent State Law
  • Nebraska Producer's Life and Annuities Insurance
  • Notary Public

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Emmy Niroula