Nicholas Chad
Eastham,MA
Summary
To work for a company that allows me to be a positive contribution to my local community by using my successful sales and customer service experience in a team- first-environment
Overview
10
10
years of professional experience
Work History
Team Lead
First Citizens Federal Credit Union
Orleans, MA
11.2023 - 10.2024
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Developed strategies to increase team productivity and improve customer service levels.
- Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
- Resolved escalated customer complaints or queries promptly and efficiently.
Relationship Banker III • Supervisor
Cape Cod Five
12.2021 - 02.2023
- Determining customer's existing and prospective financial needs and identifying referrals to other lines of business such as Treasury Management, Commercial, or Cash Management
- Maintain a working knowledge of product and service offerings
- Including consumer, business, non-profit, and retirement services
- Confidently Discuss lending opportunities and avenues
Office Manager
Provincetown Dental Arts
04.2019 - 12.2021
- Managed, organized, and maintain the functions associated with the operations of the front desk including scheduling, collections, and data entry
- Responsible for office profit and loss by managing patient scheduling, staff productivity, collections and receivables, and miscellaneous operation expenses
- Insured the doctors schedules were maintained, full, and balanced efficiently
Customer Service Representative
TD Bank
04.2015 - 10.2019
- Conducted needs-based conversations and offered financial solutions to meet customers needs
- Made quality referrals to appropriate partners while proactively reaching out to customers to deepen relationships through need base conversations
Education
Associates Degree - Audio Engineering
Art Institute Los Angeles
Skills
- NMLS #1984603
- Team Oriented
- Proficient in MacOS and Microsoft Office, including Excel, Word and PowerPoint
- Confident Leader, enjoy taking on difficult tasks
Timeline
Team Lead
First Citizens Federal Credit Union
11.2023 - 10.2024
Relationship Banker III • Supervisor
Cape Cod Five
12.2021 - 02.2023
Office Manager
Provincetown Dental Arts
04.2019 - 12.2021
Customer Service Representative
TD Bank
04.2015 - 10.2019
Associates Degree - Audio Engineering
Art Institute Los Angeles
Similar Profiles
Karyn ButwillKaryn Butwill
Deposit Operations Specialist at First Citizens Federal Credit UnionDeposit Operations Specialist at First Citizens Federal Credit Union
Joseph KaneJoseph Kane
Account Services Representative at Palmetto Citizens Federal Credit UnionAccount Services Representative at Palmetto Citizens Federal Credit Union
Nashanna GilbertNashanna Gilbert
Owner Advocate II at San Antonio Citizens Federal Credit UnionOwner Advocate II at San Antonio Citizens Federal Credit Union