Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Nicole Montanez

Melbourne

Summary

Financial professional with extensive experience in customer service and sales, including fifteen years in banking and two years in foreign banking. Achieved a 635% increase in referred investment assets through effective relationship building and tailored financial solutions. Proven ability to exceed performance goals while fostering long-term client partnerships and community engagement. Skilled in team collaboration and new customer acquisition, consistently delivering results aligned with organizational values.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Relationship Banker

Wells Frago
Melbourne
09.2022 - Current
  • Managed and deepened client relationships by providing financial advice to clients based on their needs and goals. Financial reviews presented last year were 1,006.
  • Provided customers with financial advice and assistance in setting up accounts, loans, and referring investments. My year over year referred investments assets are up 635 %.
  • Built long-term relationships with customers by providing personalized service and support using the behavior framework.
  • Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions. I had over 118 partner referrals last year.
  • I was chosen to speak on a banker panel in front of senior leadership and peers at the MVP event.

Financial Relationship Specialist

Regions Bank
Melbourne
03.2021 - 09.2022
  • Consistently exceeded quarterly goals since start date.
  • Achieved rank of number one Financial Relationship Specialist in district.
  • Managed branch cash operations, including shipments and ordering.
  • Trained new employees on outbound calling and transaction processing for banker and teller systems.

Licensed Insurance Agent

USAA
Tampa
11.2018 - 09.2020
  • Assisted military members and families with insurance needs through 15-30 daily calls.
  • Utilized active listening and product knowledge to issue and service policies effectively.
  • Achieved 90% open adherence and maintained 100% compliance with technical standards and member SAT metrics.

Education

Associate of Arts -

University of Maryland Global Campus
Hyattsville, MD
05-2021

Skills

  • Customer service
  • Relationship building
  • Team collaboration
  • Building customized solutions
  • New customer acquisition
  • Maintaining strong customer relationships

Certification

  • Current registration with FINRA Series 6 and 63
  • Current registration with NMLS
  • Current registration with State Insurance Licenses

Timeline

Relationship Banker

Wells Frago
09.2022 - Current

Financial Relationship Specialist

Regions Bank
03.2021 - 09.2022

Licensed Insurance Agent

USAA
11.2018 - 09.2020

Associate of Arts -

University of Maryland Global Campus

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