Summary
Overview
Work History
Education
Skills
Websites
Certification
Profile
Activities
Timeline
Generic

Nicolas Cordel Bryan

West Palm Beach,USA

Summary

Dynamic leader with a proven track record in sales management and relationship building. Excelled in driving growth, achieving revenue goals, and fostering team development. Leveraged operations management and interpersonal skills to exceed performance targets and enhance client satisfaction. Expert in strategic client acquisition and portfolio management, consistently delivering results. Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy. Skilled in strategic planning, operational management, and team development, with a focus on achieving and exceeding business objectives. Adept at cultivating a customer-centric culture, optimizing visual merchandising, and implementing innovative strategies to enhance store performance. Strong expertise in budgeting, inventory management, and cross-functional collaboration, ensuring seamless operations and alignment with corporate goals. Passionate about brand representation and fostering community engagement to elevate the customer experience and drive loyalty.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Assistant Branch Manager

PNC Bank
Delray Beach, USA
09.2024 - Current
  • Oversee a book of business, driving growth through strategic relationship management, and targeted client acquisition
  • Mentored a team of five employees, fostering professional growth through individualized coaching, skill development programs, and regular performance feedback, resulting in a 20% increase in team productivity
  • Collaborate with business clients to understand financial needs, and provide customized banking solutions, including credit, treasury management, and lending services
  • Achieved a 90% first contact resolution rate by equipping team members with enhanced problem-solving tools, and knowledge-sharing sessions
  • Ensure compliance with regulatory standards, conducting regular audits, and training to maintain adherence
  • Contributed to a 20% increase in customer retention by spearheading loyalty initiatives and improving the customer journey within the branch
  • Improved Net Promoter Score (NPS) by 20%, fostering client loyalty through targeted relationship-building initiatives, and consistent follow-ups on feedback
  • Evaluated employee performance through regular appraisals and reviews
  • Spearheaded branch operations, optimizing efficiency and client satisfaction
  • Provided ongoing coaching to team members, focusing on enhancing their sales techniques, customer service skills, and financial product knowledge
  • Conducted regular one-on-one sessions to review individual performance, set goals, and develop personalized action plans for improvement
  • Empowered employees by identifying strengths and growth opportunities, leading to increased confidence and performance across the team
  • Monitored branch performance metrics, including sales targets, customer satisfaction scores, and operational efficiency
  • Implemented performance improvement strategies, resulting in consistent achievement or exceeding of branch goals
  • Supported underperforming staff with tailored coaching plans, improving productivity, and morale
  • Analyzed branch performance data to identify growth opportunities, developing, and executing actionable plans to achieve sales and revenue goals

Small Business Banker Vice President

Wells Fargo Bank, N.A.
Deerfield Beach, USA
07.2023 - 09.2024
  • Managed 187 small business clients, meeting all their financial needs and goals.
  • Developed long-term client relationships by understanding financial needs, delivering exceptional service, and providing advisory on complex financial products.
  • Ensured adherence to bank policies, regulatory requirements, and risk management practices while managing large, complex accounts.
  • Conducted periodic reviews of client portfolios to identify and mitigate potential risks, safeguarding both client interests and bank assets.
  • Collaborated with internal teams, including commercial lending, investment, and treasury, to deliver comprehensive financial solutions.
  • Provided expert financial analysis and strategic planning to optimize clients' business operations, and enhance profitability.
  • Monitored market developments closely in order to inform customers about relevant changes that may affect their business operations.
  • Identified areas of potential growth within a customer's portfolio by recognizing trends in their industry sector.
  • Provided guidance and advice to clients on the best financial solutions for their businesses.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Recognized by management for providing exceptional customer service.
  • Collaborated with internal departments such as compliance or legal teams regarding any regulatory issues associated with lending activities.

Relationship Manager Small Business

Bank Of America
Mamaroneck, USA
12.2020 - 07.2023
  • Identified new business opportunities through existing relationships by upselling and cross-selling.
  • Grew the branch's credit portfolio, and prepared credit and sales reports for senior management.
  • Served as an advisor to the client, delivering comprehensive and customized business products and solutions tailored to the financial growth needs of the business client.
  • Partnered with our sales leadership team to develop and execute a comprehensive sales plan to increase revenue.
  • Identifying the problem area and finding an effective solution to complete an important task.
  • Interpersonal skills include having intelligence, empathy, the ability to channel teamwork, and active listening
  • Develop strategies to boost the financial growth of the bank.
  • Management of business and consumer accounts
  • Managed a portfolio of small business clients, focusing on businesses with annual revenues of $500K to $5M.
  • Regularly conducted financial reviews to understand clients' unique needs, challenges, and opportunities.
  • Delivered comprehensive solutions, including business lending, cash flow management, merchant services, and treasury tools.
  • Identified cross-selling opportunities to align personal and business financial strategies, collaborating with specialists in wealth management and home loans.
  • Leveraged community involvement, networking, and market analysis to attract and onboard new business clients.
  • Cultivated long-term client relationships, achieving high client satisfaction scores, and retention rates.
  • Provided constructive feedback during one-on-one sessions, fostering a culture of continuous improvement.
  • Identified each individual's strengths and areas for growth, aligning their career development with the bank's objectives.
  • Regularly reviewed performance metrics, and provided actionable advice to help team members meet and exceed targets.
  • Mentored managers in team-building strategies and conflict resolution to enhance overall branch performance.
  • Modified, opened and closed customer accounts.
  • Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
  • Advised customers on bank products, services and financial planning options.
  • Built long-term relationships with customers by providing personalized service and support.
  • Facilitated account openings, including checking and savings, adhering to compliance standards.
  • Maintained and built strong client relationships through quality, personalized interactions.
  • Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Managed a portfolio of affluent clients with investable assets ranging from $250,000 to $500,000, ensuring tailored financial strategies to meet their unique needs.

Education

Bachelor of Science - Business Administration And Management

Concordia University
Bronxville, NY

Master of Business Administration - Business Administration And Management

Iona University LaPenta School Of Business
New Rochelle, NY

Skills

  • Leadership and Team Management: Adept at coaching, mentoring, and evaluating performance to drive results
  • Sales and Client Retention: Proven ability to exceed sales targets, and enhance client satisfaction
  • Bank Operations: Expertise in vault management, ATM reconciliation, wire transfers, and regulatory compliance
  • Risk management: A strong understanding of risk mitigation strategies and fraud prevention
  • Regulatory compliance: comprehensive knowledge of BSA/AML, KYC, and other regulatory requirements
  • Analytical and financial acumen: Analyzing branch performance data to identify areas for improvement, monitoring deposit and loan balances for trends and opportunities
  • Technical Proficiency: Proficiency in banking software Salesforce and internal systems, experience with remote capture, wire transfer systems, and other banking technologies
  • Adaptability and decision-making: flexibility to handle multiple banking centers and work location adjustments, making informed decisions within authorization limits, and problem-solving in high-pressure or unexpected scenarios

Certification

  • Notary Public
  • Microsoft Office
  • Nationwide Mortgage Licensing System NMLS ID 2520255

Profile

https://bold.pro/my/nicolascordelbryan-241207221231/485r

Activities

  • College Of New Rochelle, NY NCAA Division III Men's Soccer Team Member
  • NJCCA Men's Soccer Team Member

Timeline

Assistant Branch Manager

PNC Bank
09.2024 - Current

Small Business Banker Vice President

Wells Fargo Bank, N.A.
07.2023 - 09.2024

Relationship Manager Small Business

Bank Of America
12.2020 - 07.2023

Bachelor of Science - Business Administration And Management

Concordia University

Master of Business Administration - Business Administration And Management

Iona University LaPenta School Of Business

Similar Profiles

CREATE PROFILE
Nicolas Cordel Bryan