NICHOLAS LIND
FORT WORTH
Summary
Dynamic customer service, management, operations, and sales professional with 30 years of experience in highly competitive sectors, including banking and finance, home construction, and health insurance. Proven track record of driving operational efficiency and enhancing customer satisfaction through strategic leadership and innovative solutions. Skilled in building strong relationships with clients and stakeholders, resulting in increased loyalty and revenue growth. Committed to leveraging extensive industry knowledge to deliver exceptional results in fast-paced environments.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Assistant Financial Center Manager
Simmons Bank
11.2025 - Current
- Support Financial Center Manager in day-to-day operations of financial center
- Training, coaching & development of financial center associates
- Ensure delivery of exceptional client service by taking ownership of each client inquiry, question, or concern from inception to resolution.
- Make appropriate decisions on behalf of the customer quickly and effectively to ensure efficient resolution to requests and issues.
- Effectively prioritize work to ensure efficiency.
- Conduct needs-based conversations with clients to uncover needs and recommend appropriate products.
- Support Senior Relationship Banker in ensuring branch operations and procedures are adhered to, in accordance with banking audit requirements.
- Exceeded Q4 2025 & Q1 2026 & Q3 individual sales goal by 25%
- Customer Experience Award for Outstanding Individual Achievement – Q1 & Q2 2025
- Attitude is Everything Award – Q4 2025
Senior Relationship Banker
Simmons Bank
07.2024 - 10.2025
- Ensure delivery of exceptional client service by taking ownership of each client inquiry, question, or concern from inception to resolution.
- Make appropriate decisions on behalf of the customer quickly and effectively to ensure efficient resolution to requests and issues.
- Provide information and knowledgeable assistance efficiently and professionally.
- Effectively prioritize work to ensure efficiency.
- Conduct needs-based conversations with clients to uncover needs and recommend appropriate products.
- Responsible for ensuring branch operations and procedures are adhered to, in accordance with banking audit requirements.
- Exceeded Q1, Q2 & Q3 2025 individual sales goal by 25%
- Customer Experience Award for Outstanding Individual Achievement – Q1 & Q2 2025
Career Break
07.2023 - 07.2024
- Resigned from fulfilling role to travel to Australia to visit family and to spend time with my fiancée and plan our wedding.
- Highly motivated to rejoin the workforce in a role to leverage my skills and experience.
Client Manager
Pacific Premier Bank, Inc.
11.2019 - 07.2023
- Ensure delivery of exceptional client service by taking ownership of each client inquiry, question, or concern from inception to resolution
- Make appropriate decisions on behalf of the customer quickly and effectively to ensure efficient resolution to requests and issues.
- Provide information and knowledgeable assistance efficiently and professionally.
- Effectively prioritize work to ensure efficiency.
- Process and complete all pending client inquiries daily, while tracking all activities in the department’s ticketing system (Salesforce)
- Provide technical assistance, support and troubleshooting for Community Association Banking clients, including but not limited to ACH File processing, Wire Transfers, Business Online, Remote Deposit Capture, ATM Debit Card orders and inquiries, General Account Inquiries
- Experience using FIS products & services, including but not limited to Horizon & DLM
- Coordinate with Bank vendors in order to resolve client inquiries.
- Coordinate with internal banking teams to escalate security issues identified regarding fraud activity; communicate and recommend fraud solutions to clients.
- Work in conjunction with the Implementation team to onboard and train clients on system processes and effective use of API (Application Programming Interface) services.
- Recommend & implement new banking & API services based on analysis of customer needs.
Licensed Health Insurance Agent
US Health Advisors
03.2019 - 10.2019
- Contacted qualified leads to discuss health insurance options & expand customer base.
- Interviewed prospective clients to gather data regarding financial needs & discuss existing coverage; provided informed recommendations based on a holistic assessment.
- Customized & structured plans based on client needs.
- Assisted clients with claims.
- Handled policy renewals for existing clients, suggesting and recommending adjustments where needed based on current circumstances.
Vice President of Operations
Serene Country Homes, LLC
09.2014 - 02.2019
- Responsible for liaison activities between the home builder and title company pertaining to the title process, escrow and closings on home sales.
- Responsible for liaison activities with the mortgage companies/brokers regarding funding and closings on home sales
- Responsible for liaison activities with independent appraisers, providing required information regarding comparables, home sales prices and construction information for completion of appraisals.
- As Accounting Manager, handled accounting activities for international investment clients.
- Completed onboarding process for new international investment clients.
- Prepared and reviewed legal documents and sales contracts for international investment clients.
- Provided administrative support to Marketing, Sales & Corporate Office teams.
Assistant Branch Manager of Operations
Chase Bank, N.A.
05.2011 - 08.2014
- Responsible for managing 10 Full Time Employees (FTE)
- Primarily responsible for managing branch operations, ensuring satisfactory audit ratings and managing critical operational metrics to minimize risk & losses, while maintaining high standards for security
- Provided supervision and coaching of direct reports handling pay outs and receiving transactions.
- Worked in conjunction with the Branch Manager to enhance the ‘Customer Experience’ by coaching employees in identified areas for improvement and directly interacting with customers.
- Branch customer satisfaction score increased from 64% Jan 2013 to 89% June 2014
- As Certified Mentor Manager, was responsible for training new Assistant Branch Managers and Lead-Teller Operations Specialists
Branch Manager
Standard Bank and Trust Co.
08.2009 - 05.2011
- Responsible for the management of 6 full time branch employees at two financial center locations
- Handled staff coaching and development plans.
- Provided sales and procedural support to direct reports.
- Performed prospective new business acquisition activities including but not limited to sales calls, networking events and community involvement initiatives.
- Responsible for customer retention initiatives for existing clients
- Executed internal audits to ensure the financial center was operating in compliance with bank regulations and policies.
- Accountable for budget analysis and cost control maintenance
Education
High School Diploma -
Scotch College, Inc.
Swanbourne, Western AustraliaSkills
- Relationship Management
- Banking Audit and Compliance
- Retail Bank Branch Operations
- Human Resource Management & Recruitment
- Staff Development & Training
- Office Administration
- Information Systems
- Budget and Cost Control Management
- Sales and Business Development
- Cash Handling
- Client Onboarding & Training
Certification
- State of Texas Notary Public – 2018 to Present
- NMLS ID 1300601
Timeline
Assistant Financial Center Manager
Simmons Bank
11.2025 - Current
Senior Relationship Banker
Simmons Bank
07.2024 - 10.2025
Career Break
07.2023 - 07.2024
Client Manager
Pacific Premier Bank, Inc.
11.2019 - 07.2023
Licensed Health Insurance Agent
US Health Advisors
03.2019 - 10.2019
Vice President of Operations
Serene Country Homes, LLC
09.2014 - 02.2019
Assistant Branch Manager of Operations
Chase Bank, N.A.
05.2011 - 08.2014
Branch Manager
Standard Bank and Trust Co.
08.2009 - 05.2011
High School Diploma -
Scotch College, Inc.