Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nicholas Gazella

Cleveland,OH

Summary

Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Personal Banker & Relationship Manger

Key Bank
06.2023 - Current
  • Built and deepened client relationships, attracted new clients, and supported financial goals.
  • Identify and recommend tailored financial solutions during client interactions.
  • Met personal performance goals in activities, behaviors, and outcomes.
  • Opened various banking products such as checking & savings accounts, personal and IRA CD’s. Took credit applications including credit cards, lines of credit, personal and auto loans.
  • Ensured compliance with all operational, security, and risk policies in addition to company policies and ethical standards.

Intern

Skylight Financial Group
05.2023 - 08.2023
  • Monday through Friday in the summer going into my last year of college I worked alongside a senior CFP.
  • Observed client meetings to gain insight into financial planning, investment strategies, and relationship management.
  • Developed strong note-taking skills by capturing detailed and accurate information during consultations.
  • Participated in strategy sessions focused on retirement planning and long-term financial goals for clients.

Education

Bachelor of Science and Business Administration - Financial Planning and Wealth Management, Entrepreneurship and Leadership Development

John Carroll University
University Heights, OH
05.2023

Skills

  • Strong interpersonal and customer service skills with a positive, professional attitude
  • Highly motivated and reliable team player recognized for punctuality, accountability, and genuine rapport with clients and colleagues

Certification

Securities Industry Essentials (SIE) license. Life, Health & Accidental Insurance license. Certified Notary Public.

Timeline

Personal Banker & Relationship Manger

Key Bank
06.2023 - Current

Intern

Skylight Financial Group
05.2023 - 08.2023

Bachelor of Science and Business Administration - Financial Planning and Wealth Management, Entrepreneurship and Leadership Development

John Carroll University

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