Nichole Leal
Winchester,CA
Summary
Proven leader and adept negotiator with a track record of driving revenue growth and expanding client bases at companies like Intuit. Skilled in financial planning and relationship building, consistently exceeding sales targets by leveraging market insights and personalized solutions. Excelled in mentoring roles, enhancing team performance through strategic leadership and problem-solving capabilities.
Overview
9
9
years of professional experience
Work History
Digital Sales Consultant
Intuit
10.2022 - 09.2024
- Participated in company-wide training initiatives, applying new knowledge to enhance personal and team sales performance.
- Provided exceptional customer service, resolving issues promptly while maintaining professionalism in challenging situations.
- Expanded client base through targeted prospecting and strategic relationship building.
- Drove revenue growth by consistently meeting and exceeding individual sales targets.
- Conducted market research to identify emerging trends, sharing insights with teammates for continuous improvement initiatives.
- Analyzed campaign performance data, making adjustments as needed to improve ROI for clients'' investments in digital advertising efforts.
Sales Associate
Don Realty
11.2021 - 06.2022
- Managed multiple transactions simultaneously with attention to detail and organization, meeting all deadlines consistently.
- Provided guidance to first-time homebuyers, ensuring a smooth process from beginning to end.
- Maintained an up-to-date knowledge of local market trends, allowing for accurate pricing recommendations for clients.
- Streamlined the closing process by coordinating inspections, appraisals, title work, and other necessary documentation in a timely manner.
- Worked closely with mortgage brokers to ensure financing options were available and understood by clients throughout the transaction process.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
Business Development Specialist
Identity IQ
10.2020 - 10.2021
- Used SalesForce to handle current portfolio and prospective leads.
- Mentored junior team members, providing guidance on best practices in business development to elevate their performance levels.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to achieve desired results.
- Expanded customer base by identifying needs, developing solutions and delivering client-centered products.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Personal Banker
Wells Fargo
12.2015 - 03.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Delivered personalized banking solutions to high-net-worth clients, solidifying trust and satisfaction.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Education
High School Diploma -
Chino Hills High
Chino Hills, CA06-2007
Skills
Management
Leadership
Problem Solving
Sales
Negotiations
Financial Planning
Microsoft Office
Data Entry
Report Development
Relationship Building
Timeline
Digital Sales Consultant
Intuit
10.2022 - 09.2024
Sales Associate
Don Realty
11.2021 - 06.2022
Business Development Specialist
Identity IQ
10.2020 - 10.2021
Personal Banker
Wells Fargo
12.2015 - 03.2020
High School Diploma -
Chino Hills High
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