Summary
Overview
Work History
Education
Skills
Timeline
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Nicole Crespo

Slidell,Louisiana

Summary

Industrious Financial Relationship Specialist eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes retail banking knowledge and expansive experience in sales.

Overview

21
21
years of professional experience

Work History

Zone Specialist/Leader

Premium Retail Services
Slidell, Louisiana
03.2011 - 10.2017
  • As a Zone Specialist/Leader I had to be energetic, organized, detail oriented, computer savvy, reliable, have great interpersonal skills, and bring a positive attitude daily.

My Zone Specialist responsibilities included:

  • POG maintenance
  • Visual merchandising
  • Checking out of date items and product returns
  • Scanning and tagging
  • Build and maintain displays
  • Inventory counts and ordering products
    audits
  • Demonstrating knowledge of our clients' products
  • Developing strong relationships with store personnel and providing exceptional customer service
  • Accurately reporting time worked and completing exit surveys about the work performed
    communicating with store management staff

In addition to the above mentioned duties, my Zone Leader responsibilities included:

  • Supervised team of up to 10 merchandising employees and monitored adherence to company standards
  • Conducted one on one training sessions on site with team members
  • Negotiated agreements between employees to clarify misunderstood directions and resolve conflicts affecting performance
  • Managed quality assurance program including on site evaluations, internal audits and customer surveys

Personal Banker

Bank One/Chase Bank
Chalmette, LA
10.1996 - 05.2004

Through excellent communication and interpersonal skills I was able to meet or exceed my Personal Banker sales goals while maintaining excellent customer service standards.

My Personal Banker responsibilities included:

  • Developing new client relationships
  • Retaining and deepening existing client relationships
  • Opening and servicing deposit products for clients
  • Handling IRA accounts and distributions
  • Selling and closing Home Equity, Automobile, Secured and Unsecured loans
  • I was also cross trained as a teller

Education

Associate of Arts - Marketing

Phillips Junior College
Metairie, LA
05.1989

High School Diploma -

Academy of The Holy Angels
New Orleans, LA
05.1985

Real Estate

On Course Learning
09.2018

Skills

  • Loans
  • Financial advisement
  • Financial product knowledge
  • Cash handling
  • Sales strategy
  • Sale expertise
  • Relationship building and management
  • Client relationship management
  • Loan application expertise
  • Teller auditing
  • Savings accounts
  • Retirement needs
  • Inbound and outbound calling
  • Self-motivated

Timeline

Zone Specialist/Leader

Premium Retail Services
03.2011 - 10.2017

Personal Banker

Bank One/Chase Bank
10.1996 - 05.2004

Associate of Arts - Marketing

Phillips Junior College

High School Diploma -

Academy of The Holy Angels

Real Estate

On Course Learning
Nicole Crespo