NICOLE WALKER
New Bedford,MA
Summary
Dedicated and experienced financial professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand while maintaining adherence to security and compliance procedures.
Overview
20
20
years of professional experience
Work History
Senior Exchange Coordinator
Brookline Bank
Braintree, MA
10.2019 - Current
- Manage exchanges for high net worth ($5m+) clients per IRS 1031 Regulation for Like Kind Exchanges.
- Communicate via email and phone with attorneys and title companies to facilitate closings.
- Created formal training manual for Salesforce and Experience programs.
- Review Purchase Agreements and closing disclosures and provide recommendations for changes and draft and circulate all documents for review and signatures.
Teller Supervisor
Envision Bank
Stoughton, Randolph, MA
05.2018 - 10.2019
- Continually boosted branch production and revenue by 20-30% by consistently meeting all monthly and quarterly sales goals
- Assessed employee performance and developed improvement plans
- Provided leadership, coaching, and training to staff
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Developed and managed employee schedules, balancing individual requests and requirements with business needs
- Supervised and evaluated staff to help improve skills, achieve daily objectives and attain advancement
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals
- Identified partnership opportunities and established favorable business connections
- Restructured and enhanced retail training program and manual
- Maintained strong knowledge of bank products, services, procedures, and regulatory requirements to assist staff members with questions and difficult or complex tasks.
Financial Advisor
New York Life Insurance Co
Bridgewater, MA
02.2018 - 05.2018
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Obtained Massachusetts Life and Health Insurance licenses
Exchange Coordinator/1031 Marketing Director
Rockland Trust
Rockland, MA
06.2016 - 02.2018
- Managed exchanges for high-net-worth clients per IRS 1031 Regulation for Like Kind Exchanges
- Coordinated with attorneys and title companies to facilitate closings for Relinquished Property sales and Replacement Property purchases
- Reviewed Purchase Agreements and closing disclosures and recommended changes and drafted and circulated all documents for review and signatures.
Personal Banker
Rockland Trust
West Wareham, MA
06.2015 - 06.2016
- Approached prospective clients through cold calling and emails to meet sales targets.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Answered customer questions and explained available services such as deposit accounts, loans, and other bank services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Deposit Operations Specialist
Rockland Trust
Plymouth, MA
12.2012 - 06.2015
- Co-managed new accounts department in the absence of a formal manager for four months.
- Provided Individual Retirement Account support to branches and processed contribution and distribution requests while ensuring transactions remained compliant with IRS Regulations.
- Participated in the Rising Star program which increased networking and self-assessment skills.
- Co-wrote the interdepartmental operations newsletter on policies and procedure and spearheaded improvement plans to streamline processes.
Licensed Personal Banker
Rockland Trust
Fall River, MA
12.2011 - 12.2012
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Organized call nights to reach out to potential investment customers and created sales training guides for investment promotions.
- Backed up teller team by handling needs of new and existing customers at main counter.
Licensed Customer Service Associate
Columbia Management
Providence, RI
01.2011 - 12.2011
- Processed trades and ensured financial transactions were processed accurately within FINRA and SEC guidelines.
- Editor of department newsletter and contributor to company newsletter.
- Trained and mentored new hires.
Teller Supervisor
Citizens Union Savings Bank
Fall River, MA
05.2006 - 01.2011
- Promoted bank's products and services by consistently cross-selling to customers
- Member of Procedure Committee and IRA Committee
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Personal Banking Representative/ Account Analyst
Sovereign Bank
New Bedford, MA
10.2004 - 05.2006
- Recognized each quarter as top 10 sales individual.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
Deposit Operations Specialist
Compass Bank
New Bedford, MA
03.2003 - 10.2004
- Maintained confidentiality of bank's customers and adhered to all regulatory requirements
- Processed account maintenance requests and reviewed new accounts for accuracy and compliance to bank procedures
Education
Master of Science - Finance
New England College of Business and Finance
2013
Bachelor of Arts - Marketing
University of Massachusetts
2011
Skills
- Relationship building and management
- Sales professional
- Strong team-builder
- Verbal/written communication
- Goals and performance
- Business Development
- Cash Handling
- Employee Development
- Relationship Management
- Staff Training
Timeline
Senior Exchange Coordinator
Brookline Bank
10.2019 - Current
Teller Supervisor
Envision Bank
05.2018 - 10.2019
Financial Advisor
New York Life Insurance Co
02.2018 - 05.2018
Exchange Coordinator/1031 Marketing Director
Rockland Trust
06.2016 - 02.2018
Personal Banker
Rockland Trust
06.2015 - 06.2016
Deposit Operations Specialist
Rockland Trust
12.2012 - 06.2015
Licensed Personal Banker
Rockland Trust
12.2011 - 12.2012
Licensed Customer Service Associate
Columbia Management
01.2011 - 12.2011
Teller Supervisor
Citizens Union Savings Bank
05.2006 - 01.2011
Personal Banking Representative/ Account Analyst
Sovereign Bank
10.2004 - 05.2006
Deposit Operations Specialist
Compass Bank
03.2003 - 10.2004
Master of Science - Finance
New England College of Business and Finance
Bachelor of Arts - Marketing
University of Massachusetts
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