Summary
Overview
Work History
Education
Skills
Certification
Extracurricular Activities
Websites
Timeline
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NICK FALCO

Elgin,IL

Summary

Best-in-class financial professional with a solid background in banking, investing, and the financial markets. Effective at building long-lasting client relationships while helping stakeholders surpass goals and achieve greater through holistic planning.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Private Client Banker | Assistant Vice President | Business Specialist | Manager on Duty

JPMorgan Chase & Co.
04.2023 - Current
  • Licensed specialist for Wealth Management book of business helping clients surpass goals through a multilateral expert team
  • Safeguarded client interests and supervised employees, audits, and branch operations while restoring office profitability
  • Passed SIE, Series 6, 63, and Life insurance exams early and on first attempt helping to source $3MM+ in managed brokerage assets

Relationship Banker | Business Financial Sales Consultant | Designated Mortgage Lending Officer

PNC Bank, N.A.
04.2022 - 01.2023
  • Ranked #1 in performance in several months while surpassing dial and advisor referral quota at 134%
  • Expanded client outreach producing 400 monthly dials and 90 average monthly appointments

Senior Banker

BMO Harris Bank, N.A.
05.2021 - 04.2022
  • Exceeded incentive goals by 213% and nominated regional business champion three times
  • Consulted on complex tasks involving trusts, POAs, series LLCs, 501(c) 3's, IOLTAs, and more maintaining a score of 99% in regular audits

Retail Banker

BMO Harris Bank, N.A.
12.2019 - 05.2021
  • Showcased in a training film for best practices by the head of U.S. Division
  • Secured $4MM+ in pandemic relief funds for business owners and achieved 220% of goal to be awarded highest annual performance rating

Lead Customer Experience Representative

BMO Harris Bank, N.A.
12.2018 - 12.2019
  • Regional top performer in referrals leading frontline transactions and cash vault audit controls
  • Resolved branch reconciliation issues and trained new representatives while improving customer experience scores

Education

Bachelor of Science - Marketing

Northern Illinois University
Dekalb, IL
05.2025

A.A. Degree in Finance -

College of DuPage
Glen Ellyn, IL
12.2020

Skills

  • Capital markets
  • Underwriting analysis
  • Risk management
  • Regulatory compliance
  • Cash flow optimization
  • Stakeholder relations
  • FP&A

Certification

  • Broker CRD 7724977
  • SIE
  • Series 6
  • Series 63
  • Notary Public
  • Life Insurance Producer
  • NMLS #1933325

Extracurricular Activities

  • NFP consultant
  • USA Boxing licensee
  • NIU Financial Management Association
  • Proprietor of EZ Move Chicago

Timeline

Private Client Banker | Assistant Vice President | Business Specialist | Manager on Duty

JPMorgan Chase & Co.
04.2023 - Current

Relationship Banker | Business Financial Sales Consultant | Designated Mortgage Lending Officer

PNC Bank, N.A.
04.2022 - 01.2023

Senior Banker

BMO Harris Bank, N.A.
05.2021 - 04.2022

Retail Banker

BMO Harris Bank, N.A.
12.2019 - 05.2021

Lead Customer Experience Representative

BMO Harris Bank, N.A.
12.2018 - 12.2019

Bachelor of Science - Marketing

Northern Illinois University

A.A. Degree in Finance -

College of DuPage

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NICK FALCO