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.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
PNC Bank
Delray Beach, FL
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.
Small Business Banker Vice President
Wells Fargo Bank, N.A.
Deerfield Beach, USA
07.2023 - 09.2024
- Fostered strong community ties and generated leads by organizing and attending local business networking events, resulting in a 10% increase in referrals.
- Managed 300 small business clients, meeting all their financial needs and goals.
- Consistently surpassed quarterly sales targets by 15-20% through strategic prospecting, relationship-building, and tailored financial solutions for small business clients.
- Successfully managed a portfolio of small businesses to promote growth and profitability.
- Built and expanded existing client relationships through proactive contact and effective pipeline management.
- Increased personal revenue contribution to the branch by cross-selling products to clients via the lobby and outbound calls.
- Solutions for small businesses with annual revenues of up to $5 million.
- Analyzed customer portfolios in order to recommend appropriate banking products and services.
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.
- Established and maintained long-term relationships with customers.
- 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.
- Open certificates of deposit, estate accounts, trust accounts, and small business loans. Conduct business meetings.
- Coaching co-workers on best business practices.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Education
Master of Business Administration - Business Administration And Management
Iona University LaPenta School Of Business
New Rochelle, NYBachelor of Science - Business Administration And Management
Concordia University
Bronxville, NYSkills
- Leadership & Team Management: Adept at coaching, mentoring, and evaluating performance to drive results
- Sales & 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: 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 (eg, 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
Websites
Certification
- Notary Public
- Microsoft Office
- Nationwide Mortgage Licensing System NMLS ID 2520255
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
Master of Business Administration - Business Administration And Management
Iona University LaPenta School Of Business
Bachelor of Science - Business Administration And Management
Concordia University
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