Jarrett Trace Nichols
Birmingham,AL
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
9
9
years of professional experience
Work History
financial relationship consultant
Regions bank
10.2022 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Assisted clients with budgeting and cash flow management.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Teller/loan review officer
Citizens bank, Sage
10.2020 - 10.2022
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Assisted customers with completing loan applications and other paperwork.
- Compiled closing packages for drafting and presentation accuracy.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Manager
Chicago Pizza
01.2015 - 01.2018
- Managed and motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Accomplished multiple tasks within established timeframes.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Education
Bachelor of Science - Finance, Banking Investments
The University of Alabama
Tuscaloosa, AL07.2020
Associate of Science - Business Administration
Bevil State Community College
Fayette, AL05.2018
Skills
- Equity and Debt
- Reporting
- Modeling Software
- Capital Market Trends
- Consultation and Advisement
- Quantitative Analysis
- Customer Support
- Loans
- Skill-Building Strategies
- Client Confidentiality
- Client Consulting
- Banking
- Debt Liquidation
- Sales Expertise
Timeline
financial relationship consultant
Regions bank
10.2022 - Current
Teller/loan review officer
Citizens bank, Sage
10.2020 - 10.2022
Manager
Chicago Pizza
01.2015 - 01.2018
Bachelor of Science - Finance, Banking Investments
The University of Alabama
Associate of Science - Business Administration
Bevil State Community College
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