Summary
Overview
Work History
Education
Skills
Timeline
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Nicole Phillips

Houston,TX

Summary

Enterprising Banking Professional successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change. Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.

Overview

27
27
years of professional experience

Work History

Branch Manager, Assistant Vice President

PNC Bank
04.2018 - Current
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.

Branch Manager, Vice President

US Century Bank
09.2008 - 11.2016
  • Generated financial and operational reports to assist management with business strategy.
  • Developed strategic plans for day-to-day financial operations.
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.

Assistant Branch Manager

TD Bank
03.2007 - 09.2008
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.

Financial Specialist

Wachovia Bank
03.2003 - 10.2005
  • Enhanced financial decision-making by providing timely and accurate analysis of financial data to executive leadership.
  • Collaborated with cross-functional teams to develop strategic plans aligned with overall company objectives.
  • Ensured compliance with regulatory standards by conducting regular audits and implementing necessary corrective actions.

Licensed Financial Representative

Washington Mutual Bank
05.1997 - 03.2003
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.
  • Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
  • Enhanced company reputation by providing exceptional customer service and support.
  • Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
  • Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
  • Built strong client relationships through consistent communication, regular portfolio reviews, and timely market updates.
  • Consistently met or exceeded sales targets by effectively identifying and converting leads to clients.
  • Increased assets under management by effectively promoting the firm''s investment products and services to prospective clients.
  • Identified opportunities for cross-selling additional products or services based on individual client needs assessment evaluations.

Education

Bachelor of Science -

University of Fort Lauderdale
Fort Lauderdale, FL
2006

Associate of Science -

Miami-Dade Community College
Miami
1995

Skills

Branch Operations Management

Customer Service

Customer Relationships

Excellent time management skills

Attention to Detail

Coaching and Mentoring

Relationship building and management

Operations Management

Training and Development

Sales management

Timeline

Branch Manager, Assistant Vice President

PNC Bank
04.2018 - Current

Branch Manager, Vice President

US Century Bank
09.2008 - 11.2016

Assistant Branch Manager

TD Bank
03.2007 - 09.2008

Financial Specialist

Wachovia Bank
03.2003 - 10.2005

Licensed Financial Representative

Washington Mutual Bank
05.1997 - 03.2003

Bachelor of Science -

University of Fort Lauderdale

Associate of Science -

Miami-Dade Community College

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Nicole Phillips