Nick Abounader
Clinton,NY
Summary
Results-driven professional with experience in financial services, account management, and new business operations. Skilled in project management, trend analysis, and CRM systems. Proven ability to streamline processes, support compliant account openings, and strengthen client satisfaction.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Client Relationship Manager
Upstate Wealth Consulting
New Hartford, New York
05.2023 - Current
- Cultivated long-term, profitable client relationships through effective project management, problem-solving, issue resolution, and product and service maintenance.
- Managed multiple CRM systems, ensured accurate records and created tailored proposals for new business opportunities.
- Supervised and trained new business team to ensure compliant and efficient new account and policy openings.
- Pioneered new tracking processes and analyzed trends year over year to develop seasonal strategies to support business growth.
- Set up and maintain technology on site for the staff, including hardware and software set up and troubleshooting.
Customer Service Representative II
Bank of America
Utica, New York
07.2022 - 05.2023
- Held the first-place service representative rank company wide for three consecutive months.
- Assisted Bank of America premier customers with complex account inquiries and service requests, ensuring high satisfaction.
- Reviewed account activity for fraud alerts and suspicious transactions
- Guided customers through online banking and mobile app access to enhance their user experience.
- Explained account policies, fees, and product details to customers
- Resolved customer complaints promptly, ensuring customer satisfaction and retention.
Member Relationship Advisor
AmeriCU Federal Credit Union
New Hartford, New York
09.2021 - 07.2022
- Assisted credit union members with account inquiries, transactions, and service requests to enhance member satisfaction.
- Processed loan applications and collected necessary member documentation to facilitate timely loan approvals.
- Opened and managed share, checking, and certificate accounts for members, ensuring compliance with credit union policies.
- Explained deposit, savings, and lending products using clear member-focused language.
- Verified account information and followed credit union compliance procedures.
- Supported branch operations with cash handling, balancing, and document processing.
Education
Bachelor of Arts - Theater
State University of New York At Potsdam
Potsdam, NY05-2010
Skills
- Client relationship management
- CRM software
- Project management
- Proposal writing
- Account opening
- Compliance monitoring
- Trend analysis
- Process improvement
- Technical support
- Microsoft Office 365
- Adobe Creative Suite
- Problem solving
Certification
- New York State Notary Public
Timeline
Client Relationship Manager
Upstate Wealth Consulting
05.2023 - Current
Customer Service Representative II
Bank of America
07.2022 - 05.2023
Member Relationship Advisor
AmeriCU Federal Credit Union
09.2021 - 07.2022
Bachelor of Arts - Theater
State University of New York At Potsdam