Nicole Tezcan
Wading River,NY
Summary
Seeking a Claims Adjuster Trainee role with Progressive, leveraging 17 years of experience in banking customer service and staff development. Skilled in CRM Systems, enhancing customer satisfaction, and leading sales initiatives. Proven track record in mentoring teams and managing branch operations for compliance and growth. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Claims Adjuster position. Ready to help team achieve company goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Manager
Teachers Federal Credit Union
Nesconset
05.2022 - Current
- Assists in staff development through training, performance evaluations, and overseeing the recruitment process, including recommendations for employment and advancement
- Advises members on the benefits, features, and rates of products and services to foster informed financial decisions
- Leads and monitors sales initiatives by providing sales technique training and tracking staff progress towards meeting sales targets
- Oversees branch operations to ensure compliance with policies, procedures, and regulations, and manages promotional campaigns, including material availability and staff awareness.
Assistant Manager
M&T Bank
Greenport
07.2021 - 05.2022
- Managed client portfolios with a focus on personalized service, aligning financial products and services with individual client needs to support their financial objectives
- Directed and mentored branch team members on customer service strategies, enhancing customer engagement and relationship building efforts
- Implemented and communicated new policies and procedures across the branch, fostering a knowledgeable and sales-oriented team environment while ensuring compliance with legal and regulatory standards.
Relationship Banker, Licensed/Business Banking Specialist
Chase
Mattituck
01.2019 - 01.2021
- Delivered personalized banking services by leveraging an advice-based approach to fulfill client needs, enhancing customer satisfaction and retention
- Collaborated with a team of financial specialists to provide clients with access to comprehensive services, aiding in their specialized financial requirements
- Cultivated new business relationships, expanding the customer base and fostering growth in the business banking segment
- Mentored branch staff on effective customer engagement strategies, improving overall service levels while ensuring compliance with banking regulations and internal policies.
Senior Licensed Personal Banker/Supervisor
Sterling National Bank
Wading River
01.2016 - 01.2018
- Cultivated and sustained a client portfolio by leveraging a broad network of business contacts, focusing on servicing high-net-worth individuals and expanding client base through referrals
- Enhanced Financial Center's profitability by improving team sales capabilities and deepening product expertise, contributing to the attainment of revenue growth objectives in deposits, private banking, and wealth management sectors
- Maintained strict adherence to regulatory standards and internal policies, while providing mentorship through hands-on training for new staff and overseeing branch operations, including opening/closing protocols and cash management supervision.
Education
Hotel Restaurant Management -
NYIT
Old Westbury, NYAssociate Degree -
Nassau Community College
Westbury, NYSkills
- Sales
- Customer Service
- Banking Operations
- Leadership
- Training
- Cross-Selling
- Financial Management
- Regulatory Compliance
- Team Management
- Project Management
- Communication
- CRM Management
- Teamwork
- Teamwork and Collaboration
- Client Interviews
- Documentation skills
- Financial Transactions
- Team building
- Account Management
- Problem-solving aptitude
- Multitasking
- Organizational Skills
- Relationship Building
- Professional Demeanor
- Attention to Detail
- Problem-Solving
- Time management abilities
- Time Management
Certification
NMLS
Timeline
Assistant Manager
Teachers Federal Credit Union
05.2022 - Current
Assistant Manager
M&T Bank
07.2021 - 05.2022
Relationship Banker, Licensed/Business Banking Specialist
Chase
01.2019 - 01.2021
Senior Licensed Personal Banker/Supervisor
Sterling National Bank
01.2016 - 01.2018
Hotel Restaurant Management -
NYIT
Associate Degree -
Nassau Community College