Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
References
Timeline
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Nicole James

Milwaukee,WI

Summary

Dynamic Branch Manager with a proven track record at BMO, excelling in proactive sales initiatives and team collaboration. Expert in coaching for performance and enhancing customer satisfaction, I consistently drive compliance and operational excellence. Passionate about strategic sales development, I thrive in fostering strong client relationships and achieving outstanding results.

Overview

26
26
years of professional experience

Work History

Branch Manager/Vice President

BMO
Fox Point, WI
06.2018 - Current
  • Conducts weekly meetings with senior management across branches for best practice sharing.
  • Coaches Branch Managers, Relationship Bankers, and Customer Experience Representatives to enhance team performance.
  • Resolves customer complaints promptly to uphold service excellence standards.
  • Customizes financial products and services based on specific client needs.
  • Maintained rigorous compliance with regulatory procedures and enforced quality controls effectively.
  • Participates in community events to promote brand initiatives and enhance visibility.
  • Supervises staff scheduling, hiring, and training processes for optimal operational efficiency.

Branch Manager/Vice President

Wells Fargo & Company
Pewaukee, WI
01.2017 - 06.2018
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Monitored financial performance of the branch on a monthly basis.
  • Coordinated promotional campaigns for new products or services in order to boost sales revenue.
  • Performed regular audits of financial records in order to ensure accuracy.
  • Participated in community events to promote brand awareness.

Sales and Service Manager

US Bank NA
Mequon, WI
01.2016 - 01.2017
  • Established customer service standards, policies, and procedures.
  • Implemented effective strategies for upselling or cross-selling products and services.
  • Ensured compliance with company policies and procedures related to sales operations.
  • Assisted customers with product selection, order placement, delivery follow-up, billing inquiries.
  • Reviewed employee performance and provided constructive feedback to ensure optimal results.

E Commerce Advocate

Kohl's Corporation
Menomonee Falls, WI
08.2014 - 01.2016
  • Provides customer support to Kohl's.com customers and retail stores.
  • Cross Sales additional products and services offered by Kohl's.
  • Resolves issues with fraud, damaged products and credit processing.
  • Achieved incentive payouts first month on the floor.
  • Asked to apply for leadership positions within the organization.

Store Manager II

Wells Fargo Bank NA
Milwaukee, WI
04.2005 - 05.2014
  • Coaches sales staff in building financial relationships by opening account and upgrading existing service.
  • Responsible for supervision of employees, managing daily running of the banking store.
  • Maintained quality controls and compliance procedures.

Service Manager II

Wells Fargo Bank, NA
Milwaukee, WI
08.1999 - 03.2005
  • Coached and trained teller team to master compliance and cash controls.
  • Coached and trained teller team to refer clients for banking products and services.
  • Conducted accurate and timely customer transactions in compliance with bank procedures.
  • Responsible for consistently maintaining balanced cash drawers, conducting surprised audits.

Education

Liberal Arts

Milwaukee Area Technical College
Milwaukee, WI
06-1996

Skills

  • Proactive sales initiatives
  • Team collaboration
  • Coaching for performance
  • Strategic sales development
  • Customer satisfaction focus
  • Process enhancement
  • Compliance with regulations

Affiliations

  • Pearls for Girls Youth Organization
  • SDC Financial Workshops
  • African World Festival
  • Irish Festival
  • Boys and Girls Club of Greater Milwaukee

Accomplishments

  • Top Branch Manager in region WI/MI/IL in sales consecutively.
  • Increased branch sales solutions, checking and profit year over year.
  • Honored by winning multiple national trips by being ranked in the top 5% of the company.

References

References available upon request.

Timeline

Branch Manager/Vice President

BMO
06.2018 - Current

Branch Manager/Vice President

Wells Fargo & Company
01.2017 - 06.2018

Sales and Service Manager

US Bank NA
01.2016 - 01.2017

E Commerce Advocate

Kohl's Corporation
08.2014 - 01.2016

Store Manager II

Wells Fargo Bank NA
04.2005 - 05.2014

Service Manager II

Wells Fargo Bank, NA
08.1999 - 03.2005

Liberal Arts

Milwaukee Area Technical College

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