Sandra Nies
Crystal Lake,Illinois
Summary
25 years experience in the financial industry. Passionate about providing a positive employee and client experience to ensure sales targets are met in an environment that fosters success. Skilled at problem solving, communication, and collaborating with others. Highly organized and strong time management skills.
Overview
22
22
years of professional experience
Work History
Registered Financial Representative
Huntington National Bank
Palatine, IL
11.2022 - Current
- Provided comprehensive financial planning advice to clients.
- Developed long-term relationships with clients by providing excellent customer service.
- Advised clients on retirement planning options such as 401s, IRAs, annuities.
- Collaborated with other teams within the company to ensure compliance with all regulatory requirements.
- Generated new business through referrals from existing clients or networking activities.
Vice President, Wealth Advisor
One Wealth Management |The Guardian Life Insurance Company of America
Chicago, IL
08.2021 - 11.2022
Vice President, Wealth Advisor
Old Second National Bank
Aurora, IL
03.2018 - 07.2021
- Primary focus on new business development and identifying prospects through needs analysis
- Lead and assist in the creation of client relationship plans and prospect presentations
- Collaborate with the internal sales team, outside attorneys, accountants, and subject matter experts
- Develop and coach internal branch partners on the wealth management offering
- Led skill builders to increase skill and knowledge.
Market President, Regional Sales Manager
BMO Harris Bank
Chicago, IL
04.2002 - 03.2018
- Provide organizational leadership to the retail regional sales team
- Develop and implement comprehensive business plans annually to maximize growth and profitability
- Provide oversight and management to overall risk and operational functions of region
- Responsible for retention of clients through overseeing the delivery of an exceptional customer experience
- Assist in various ongoing projects that included bank acquisitions, sales workshops for new and existing employees, and bank wide delivery of new initiatives
- Increased sales production in the market from a ranking of 40 to 22 out of 42 overall markets in 2016
- Consistently held rank
- Recognized in the top 15% of the company in client experience scores and retention in 2016 and 2017.
Education
Some College (No Degree) - Accounting And Business Management
Northern Illinois University
OnlineSkills
- Wealth Management
- Investment Strategies
- Retirement Planning
- Investment Advice
- Sales Expertise
Affiliations
Fox Valley Estate Planning Council
Cary Grove Area Chamber of Commerce
Chairman of the board, Cary, IL, Coordinate efforts of community events with Chamber Staff and Members Provide ongoing support to new and existing businesses in the community. Provide oversight to operations at the board level.
Timeline
Registered Financial Representative
Huntington National Bank
11.2022 - Current
Vice President, Wealth Advisor
One Wealth Management |The Guardian Life Insurance Company of America
08.2021 - 11.2022
Vice President, Wealth Advisor
Old Second National Bank
03.2018 - 07.2021
Market President, Regional Sales Manager
BMO Harris Bank
04.2002 - 03.2018
Some College (No Degree) - Accounting And Business Management
Northern Illinois University
Similar Profiles
Jeff KimpanJeff Kimpan
Senior Portfolio Underwriter at Huntington National Bank/PNC BankSenior Portfolio Underwriter at Huntington National Bank/PNC Bank
Tyler AckermanTyler Ackerman
Personal Production Assistant at Huntington National BankPersonal Production Assistant at Huntington National Bank
Shawnta' PriceShawnta' Price
Business Direct Banker at Huntington National BankBusiness Direct Banker at Huntington National Bank
Walter WoodsWalter Woods
Senior Manager, Vice President – Cloud Cybersecurity Risk at Huntington National BankSenior Manager, Vice President – Cloud Cybersecurity Risk at Huntington National Bank
Logan AllisonLogan Allison
Choral Singer (CLS Madrigals/A Capella Choir) at NAChoral Singer (CLS Madrigals/A Capella Choir) at NA