Willie Nash
Choctaw
Summary
Customer-focused financial professional with a strong background in operations, compliance, and performance-driven environments. Experienced in supporting daily branch operations, managing customer interactions, ensuring adherence to policies and procedures, and collaborating with teams to meet service and performance goals. Well suited to support a Financial Center Manager in delivering exceptional client experiences, operational excellence, and team leadership.
Overview
3
3
years of professional experience
Work History
Sales Retention Agent
SelectQuote
Dallas
09.2023 - 06.2025
- Delivered high-volume customer service in a regulated, performance-driven environment.
- Met service and quality metrics while accurately documenting customer interactions and following compliance requirements.
- Identified customer needs, explained options clearly, and collaborated with internal teams to resolve escalated issues.
Acquisitions Manager
Elixir Residential
Memphis
04.2022 - 05.2023
- Supported operational and financial processes by coordinating contracts, maintaining accurate records, and tracking data using Excel and CRM systems.
- Communicated with clients and stakeholders to manage timelines, priorities, and business objectives while ensuring attention to detail.
Member Services Representative
Planet Fitness
Memphis
01.2022 - 11.2022
- Provided front-line customer service, handled account updates and billing inquiries, and resolved issues while following company policies.
- Supported daily operations, maintained accuracy, and contributed to a positive, service-oriented environment.
Education
Bachelor of Business Administration (BBA) - Finance
Harding University
Searcy, AR12.2021
Skills
- Customer relationship management
- Branch operations support
- Compliance & risk awareness
- Cash handling and transaction accuracy
- Performance metrics & goal tracking
- Microsoft Excel
- CRM systems
- Issue resolution
- Escalation
- Team collaboration
- Time management
- Process and policy adherence
Availability
Flexible availability including early mornings, evenings, and weekends
Athletic Experience
College Athlete, Harding University, 08/01/17, 05/01/21, Balanced rigorous athletic training, practices, and competitions with academic coursework and campus employment. Developed physical endurance, discipline, teamwork, and time-management skills while performing consistently in high-demand, active roles.
Target Role
Financial Center Assistant Manager
Timeline
Sales Retention Agent
SelectQuote
09.2023 - 06.2025
Acquisitions Manager
Elixir Residential
04.2022 - 05.2023
Member Services Representative
Planet Fitness
01.2022 - 11.2022
Bachelor of Business Administration (BBA) - Finance
Harding University