Nicole Lowe
Cedar Hill,TX
Summary
Dynamic banking professional with a proven track record at Bank of America, excelling in relationship building and financial advising. Adept at managing customer accounts and implementing effective solutions, resulting in enhanced client satisfaction. Skilled in cash flow management and committed to delivering exceptional service while identifying sales opportunities to drive business growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
12.2023 - Current
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Cultivated strong customer relationships by providing tailored advice and services.
- Adapted products and services to suit customers' changing financial circumstances.
Branch Teller Lead
Credit Union of Texas
06.2023 - 12.2023
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Educated customers on use of banking website and mobile apps.
Client Experience Manager
BBVA Compass Bank
06.2019 - 05.2023
- Communicated with assigned accounts, set expectations and negotiated priorities.
- Coordinated with internal departments on implementation of new client business.
- Onboarded new clients through established sales and implementation cycle.
- Identified and executed opportunities to engage clients.
- Managed, measured, tracked and resolved customer issues to achieve timely resolutions.
Assistant Manager
First Convenience Bank
11.2013 - 06.2019
- Generated repeat business through exceptional customer service.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Education
BIOCHEMISTRY
Stephen F. Austin State University
Nacogdoches, TXSkills
- Recordkeeping requirements
- Policy development and implementation
- Account audits
- Relationship building and management
- Account closings
- Money handling
- Teller background
- Customer Service-oriented
- Teller support
- Sales expertise
- Banking
- Cash flow management
- Financial advising
- Creative thinking
- Cash handling
- Resourcefulness
Certification
- CNP - Certified Notary Public
- Volunteer Activities Coordinator
Timeline
Relationship Banker
Bank of America
12.2023 - Current
Branch Teller Lead
Credit Union of Texas
06.2023 - 12.2023
Client Experience Manager
BBVA Compass Bank
06.2019 - 05.2023
Assistant Manager
First Convenience Bank
11.2013 - 06.2019
BIOCHEMISTRY
Stephen F. Austin State University
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