Niki Robertson
Jefferson,United States
Summary
Accomplished and strategic professional with over 12 years of leadership experience, complemented by nearly 7 years in the banking sector. Known for exceptional organizational skills, attention to detail, and a steadfast commitment to operational excellence. Proven ability to manage complex initiatives across diverse teams, fostering collaboration and driving alignment to achieve organizational goals.
Overview
10
10
years of professional experience
Work History
Senior Account Executive
Trilogy Solutions, LLC
11.2023 - Current
- Develop and manage a portfolio of transportation clients, delivering exceptional customer service and support to grow factoring business
- Conduct thorough financial assessments and provide customized factoring solutions to optimize clients' cash flow and operations
- Foster strong relationships with clients to drive repeat business and referrals
- Collaborate with internal teams to streamline the invoicing and funding processes for clients
- Identifying areas of opportunity for company growth and implementing scalable solutions.
ITM Branch Manager
Pinnacle Bank
02.2022 - 11.2023
- Implemented service improvements and created strategies to increase customer usage bank-wide and enhance customer experience
- Optimized branch performance statistics by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on department's policy and procedures as well as daily operations
- Developed and implemented a comprehensive training program to increase team member performance and morale by identifying trainers, collaborating with team members, and editing training manuals, visuals, and other training materials
- Assessed employee performance and developed improvement plans through personal coaching and goal setting
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Lead Universal Banker
Pinnacle Bank
02.2017 - 03.2022
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service
- Generated new business through networking, community outreach, and customer referral program
- Evaluated client financial positions and identified most appropriate banking products
- Provided training to new employees on bank policies and procedures while applying hands-on instruction
- Continued development with junior banking staff to maximize performance, efficiency, and compliance for their growth.
Sales Manager
Havertys Furniture
03.2015 - 02.2017
- Listened to customers needs and preferences to provide accurate advice and the highest level of customer satisfaction
- Presented creative visions for clients to increase purchase totals leading to growth in all sales categories from previous years
- Conducted sales meetings and skill practices for team members to further develop selling abilities and boost productivity by reinforcing goals and objectives.
Education
High School Diploma -
Apalachee High School
01.2010
Skills
- Client Relations
- Negotiation
- Strategic Thinking
- Problem Solving
- Policies and Procedures
- Staff Management
- Reliable
- Energetic
- Self Motivated
- Identify Training Needs
- Training Materials
- Strong Work Ethic
Accomplishments
- Successfully led initiatives that resulted in improved processes and increased productivity, contributing to a positive impact on the organization's bottom line.
- Developed and implemented training programs for various job functions, resulting in enhanced team capabilities and enhanced overall operational effectiveness.
- Established strong relationships with stakeholders, ensuring transparent communication and alignment on objectives, priorities, and deliverables.
Personal Information
Title: Chief of Staff | Maximizing Leadership Impact & Accelerating Organizational Growth
Timeline
Senior Account Executive
Trilogy Solutions, LLC
11.2023 - Current
ITM Branch Manager
Pinnacle Bank
02.2022 - 11.2023
Lead Universal Banker
Pinnacle Bank
02.2017 - 03.2022
Sales Manager
Havertys Furniture
03.2015 - 02.2017
High School Diploma -
Apalachee High School
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