Nicole Pleasant
Gainesville,GA
Summary
Service-oriented Sales Manager with more than 15 years of experience developing relationships and partnerships. Strategic and analytical with motivational leadership style and expertise in building new network connections, promoting products and expanding relationships.
Overview
16
16
years of professional experience
Work History
Financial Sales Manager
First Citizens Bank
Gainesville, GA
12.2019 - Current
- Recruited, hired and coached BSR, OSS, and SSR team to achieve sales goals and service targets by cultivating and securing new client relationships.
- Developed incentives for branch staff, achieving sales targets to increase revenue.
- Organized promotional events and interacted with community to increase sales volume.
- Built relationships with clients and community to establish long-term business growth.
- Managed accounts to retain existing relationships and grow share of business.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Branch Manager
Entegra Bank
Gainesville, GA
10.2017 - 12.2019
- Submitted loan applications to loan underwriter for verification and recommendation.
- Developed prospects for new loans though weekly cold calling.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Conducted quarterly alarm testing on all branch devices and lead annual security meetings for branch staff.
- Assessed employee performance and developed improvement plans.
Deposit Operations and Accounting Specialist
Chattahoochee Bank Of Georgia
Gainesville, GA
04.2010 - 10.2017
- Reviewed new account and maintenance requests and created file folders and tracking for account documents.
- Provided back up assistance to Treasury Management partner with implementation of OLB and TM services.
- Executed wire transfers, ACH payments and RDC deposits.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
- Investigated fraud disputes and resolves cases in alignment with bank policy.
- Maintained records for bank controlled accounts and assisted with bank audits.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Reported financial data and updated financial records in ledgers and journals.
- Input financial data and produced reports using Oracle.
- Assessed data and information to verify entry, calculation and billing code accuracy.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Managed accounts payable/receivable, general ledger and expense reports.
Teller Coordinator
SunTrust
Dawsonville, GA
03.2006 - 04.2010
- Hired, trained, and coached tellers on banking operations to provide exceptional customer service.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Addressed employee issues and conflicts, applying listening and communication skills to promote quick resolution.
- Recognized potential sales opportunities to cross-sell appropriate products and services to clients and make qualified referrals.
- Managed inventory by tracking and ordering bank supplies, equipment and documents.
- Conducted various branch operations for monthly and quarterly audits.
Education
Channel Islands High School
Oxnard, CANorthern State University
Aberdeen, SDSkills
- Client Relationship Management
- Team Training and Development
- Sales Development
- Financial Operations Management
- Budgeting and Expenditures
- Regulatory Compliance
Timeline
Financial Sales Manager
First Citizens Bank
12.2019 - Current
Branch Manager
Entegra Bank
10.2017 - 12.2019
Deposit Operations and Accounting Specialist
Chattahoochee Bank Of Georgia
04.2010 - 10.2017
Teller Coordinator
SunTrust
03.2006 - 04.2010
Channel Islands High School
Northern State University
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