Nicholas Meyer Email & Phone Number

Brookfield, Wisconsin, United States

Financial Services Manager - May 22 - CurrentPre-owned Sales Consultant - May 21 - May 22•Experienced in direct customer relationship building to provide clients with a fast stress free purchase.•Coordinating a detailed vehicle delivery process with clients, management heads, and sales staff to ensure high customer satisfaction, creating client loyalty for the dealership.•Utilize customers personal information in order to structure and provide ideal interest rates, loan term, and payment comfortability through qualifying lender support. Through direct lender support with credit buyers, both new and used car finance management provide a tailorable experience to reach the goals of the client and dealership.•Provide staff and customers with month to month interest rate averages based on current economic standards utilizing over 40 different banks and credit unions. Using different program guidelines financial management uses tools to earn customer business to lease or finance deals over outside financing.•Set dealership record-breaking statistics through personal salesmanship on finance and insurance products.

Greater Milwaukee Area

•Valet – June 2018 – May 2022•Trainer – Teach new employees how to properly record financial transactions and customer information while instructing how to interact with customers on a personal trusting basis•Manage employee flow between multiple valet locations throughout the Milwaukee area•Schedule check-in and check-out rush times with hotel management to ensure customer satisfaction•Record, analyze, and review payment transactions for account management per location•Manage and secure over 150 customer cars each day independently or in 3-4-person teams•Built unique customer connections while accurately recording personal information and vehicle specific details to ensure proper bookkeeping and damage reports

Wauwatosa, Wisconsin, United States

Greater Milwaukee Area

•Wealth Management Intern – June 2019 – November 2019•Shadow the CFO in fiduciary oversight and institutional consulting services in 401(K) education •Planned the Second Annual Milwaukee Fiduciary Summit, analyzing over 2,400potential new clients for 401(K) programs through Morgan Stanley Online, EFast 5500, LinkedIn•Provided a wide range of investment banking, securities, and 401(K) plans to businesses in the greater Milwaukee area by planning and creating company specific Request for Proposal documents for the CFO•Maintained CRM records using Morgan Stanley 3D to provide clients easier access to assets

Greater Milwaukee Area

•Trainer: Trained employees on how to treat customers, how to communicate with customers, how to perform day to day tasks, and how to maintain a clean work environment •Responsible for delivering accurate customer requests with detail-oriented design and services of banquet halls to accommodate customer requests •Hosted and set events for up to 285 people each day •Multi-tasked serving up to 8 banquet events simultaneously

Milwaukee, Wisconsin, United States

•Trainer: Trained new employees on how to cater to customers, build relationships, maintain a clean work environment, and perform transactions in a timely manner •Catered and built connections with customers while performing transactions and creating beverages for up to 20 people at a time •Served between 500 – 750 customers food and beverage each day •Prepared and balanced $200 cash drawers for beginning and end of day