Jon Nickel-D'Andrea Email & Phone Number

Seattle, Wa, Us

Seattle, Washington, United States

Seattle, Washington, United States

Greater Seattle Area

Greater Seattle Area

Seattle, Wa

Managed assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations. Helped customers to learn about the ways to access accounts and make their lives easier. Provided unique solutions to customer's concerns and finding ways to help them in their financial lives. Worked closely with specialists in branch to connect customers with experts (such as mortgage bankers, business bankers, and investment advisors)

Coral Gables, Fl

Working with high income and high net worth individuals to develop strategies to give them access to the best products and best services in the industry. Active management of a client's banking relationship through advice and relationship building. Working with partners and experts across all aspects of the banking industry, including small business, investments, and mortgage banking.

Coral Gables, Fl

Managed assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations. Helped customers to learn about the ways to access accounts and make their lives easier. Provided unique solutions to customer's concerns and finding ways to help them in their financial lives. Worked closely with specialists in branch to connect customers with experts (such as mortgage bankers, business bankers, and investment advisors)

Raleigh, Nc, Miami, Fl, Seattle, Wa

Work with individual clients to find out their health and wellness goals. Customize and tailor products and services to a wide and varied client base. Conduct weekly and monthly meetings for groups of between 60-300 members. Facilitate sales training and teach other members how to market products. Worked locally and globally with sales representatives to support them in their sales effort. Provided remote support of the sales team.

Raleigh, Nc

Opened and closed the store on a daily basis, including managing a team of 5 employees in the local branch. Customer service focus to foster long term clients and repeat business. Marketed in the local community and organized events to become a recognized brand in the community. Expanded to a total of 5 locations all across North Carolina in 2 short years.

Spanish, Spanish

Business Management and Marketing, Spanish Language and Literature

Bachelor Of Science, Business Management

Marketing