Tiffany Nicewander
Brunswick,OH
Summary
Accomplished Private Client Banker and Assistant Branch Manager at JPMorgan Chase and Charter One Bank, respectively, with a proven track record in enhancing client relationships and cash management. Expert in compliance and strategic planning, I've significantly improved operational efficiency and client satisfaction through innovative wealth management solutions and effective team training. Implementing a positive experience and environment.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase
Akron, OH
04.2015 - Current
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
- Assisted in organizing community outreach events, raising brand awareness among prospective clientele.
- Conducted comprehensive reviews of clients'' financial situations, developing customized wealth management plans.
Assistant Branch Manager
Charter One Bank
Strongsville, OH
06.2010 - 04.2015
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Education
Associate Of Applied Arts - Psychology
Lorain County Community College
Elyria, OH05.2011
Skills
- Cash Management
- Compliance knowledge
- Client Relationship Management
- Long term planning
- Notarial Acts
- Zoom Meetings
Certification
Series 6
Notary Public
Life/ Health Insurance (Ohio)
Timeline
Private Client Banker
JPMorgan Chase
04.2015 - Current
Assistant Branch Manager
Charter One Bank
06.2010 - 04.2015
Associate Of Applied Arts - Psychology
Lorain County Community College