Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Nichole Leland

Nichole Leland

Freeport,TX

Summary

A leader with over 20 years’ experience in the Financial Services Industry. Looking to obtain a position that will allow me to utilize my professional experience, superior customer service skills and knowledge of financial administration, with an organization that rewards and expects superior performance.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Client Service Associate

LPL Financial
09.2022 - Current
  • Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
  • Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
  • Provided comprehensive support to senior associates, facilitating effective client relationship management.
  • Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
  • Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
  • Managed a portfolio of clients, ensuring timely delivery of services and maintaining strong professional relationships.
  • Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
  • Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
  • Collaborated with sales teams to onboard new clients, providing a smooth transition experience for all parties involved.
  • Increased team efficiency by developing streamlined processes for client communication and account management.
  • Communicated with clients regarding account services, statements, and balances.
  • Coordinated with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency.
  • Contributed to business growth by identifying cross-selling opportunities for additional products and services.
  • Used Software to prepare and submit database statistics, graphs and charts to accurately track financial movements.
  • Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
  • Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.

Owner / Operator

Leland Loves Clothes
09.2018 - Current
  • Present, promote and sell products/services using solid arguments to existing and prospective customer
  • Perform cost-benefit and needs analysis of existing/potential customers to meet their needs
  • Establish, develop and maintain positive business and customer relationships
  • Handling inventory storage and distribution of products to final customers
  • Conducting research on market trends and customer behavior and gathering other useful data for manufacturers.

Vice President

Bank of America
06.2017 - 10.2018
  • Experienced in outbound phone sales
  • Acquire and deepen relationships through face-to-face meetings
  • Provide training and support to financial center associates through huddles and team meetings
  • Participate in One Team routines to ensure clients have the full capabilities available.

Vice President

Bank of America
08.2006 - 06.2017
  • Conducting and approving quarterly and yearly performance evaluations of associates, plus developing and monitoring individual quarterly development plans for all direct reports
  • Generating sales leads through community outreach activities and developing business partners, while building internal relationships
  • Directly working with customers to build relationships, undercover and satisfy their needs through the sale of financial products and services, while running all aspects of an efficient and productive branch
  • Spending a majority of your time on the sales floor leading from the lobby, by greeting customers, directing them to the appropriate areas of the branch and ensuring that the customer's needs are met
  • Ensuring the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service
  • Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same
  • Managing difficult situations with customers and providing clients with information, data and advice.

Customer Service Manager II

Wells Fargo Bank
07.2000 - 08.2006
  • Promoted 4 times in 6 years from Teller to Customer Service Manger II

Education

Skills

  • Empathy and patience
  • Issue Resolution
  • Performance metrics analysis
  • Data entry proficiency
  • Client Relationships
  • Professionalism and Etiquette
  • Client Retention Strategies
  • Cross-selling techniques
  • Up-selling strategies
  • CRM Software Usage
  • Sales Documentation
  • Outbound Calling
  • Follow-up skills
  • Customer Relationship Management (CRM)
  • Service Upselling

Certification

SIE

Series 7

Series 66

Health and Life Insurance License

Timeline

Client Service Associate

LPL Financial
09.2022 - Current

Owner / Operator

Leland Loves Clothes
09.2018 - Current

Vice President

Bank of America
06.2017 - 10.2018

Vice President

Bank of America
08.2006 - 06.2017

Customer Service Manager II

Wells Fargo Bank
07.2000 - 08.2006

Similar Profiles

CREATE PROFILE
Nichole Leland