Nicholas Bronson Email & Phone Number

• Placed simple and complex trades as a licensed stock broker.• Explained basic and complex concepts about highly intricate systems and policies to clients.• Kept current with new technologies, laws, and policies regarding the market and related areas.• Guided clients over the phone and using interactive technology to navigate websites and apps.• Maintained and exceeded metrics in a call center environment, managing talk time, hold time, client experience, adherence, transfers, and availability.• Held weekly meetings reviewing team performance and hosting different SME’s each week.• Participated in several launches of both new software and sunsetting of old systems.• Used Salesforce CRM to provide feedback, mitigate risk, collaborate in a team environment, and analyze client data.

Addison Texas

• Developed and facilitated multiple presentations for various teams and levels of sophistication.• Reliably managed client relationships and resolved issues proactively and retentively.• Developed and delivered multimedia-based customized solutions tailored to clients requests.• Part of executive feedback team • Took initiative to learn new CRM tool and become team SME• Attended over 100 hours of agile training• Maintained and exceeded call center metrics, including talk time, hold time, and client experience.

Colleyville Texas

• Worked in a fast-paced environment everyday taking detailed notes of complex issues and ensured client experiences were always industry best.• Repeatedly communicated complex ideas to clients with strong verbal and written feedback.• Maintained and exceeded metrics in a call center environment, managing talk time, hold time, client experience, adherence, transfers, and availability.• Placed simple and complex trades as a licensed stock broker.• Explained basic and complex concepts about highly intricate systems and policies to clients.

Dallas/Fort Worth Area

• Received Series 7 and 66 licenses.• Started as Financial Service Representative answering inbound calls and placing simple trades in a call center environment.• Excelled at call center metrics, including managing talk time, hold time, client experience, adherence, transfers, and availability.• Recognized as the top-performing representative in the company and awarded an all-expenses-paid trip to Florida.• Promoted to Investment Consultant and managed a book of business of about 500 million dollars.• Became the subject matter expert (SME) of Salesforce and new trading tool (ThinkorSwim).• Conducted team training and troubleshooting on those tools and shared best practices with other SME’s in monthly meetings.• Mentored new employees and assisted with onboarding and integration.

Dallas/Fort Worth Area

• Acted as the primary financial advisor to clients, providing tailored advice on banking, lending, and investment products.• Opened and serviced client accounts, including checking, savings, and credit card accounts.• Conducted needs-based assessments to identify opportunities to cross-sell products and services that best fit clients' financial goals.• Maintained accurate and up-to-date client records and documentation to ensure compliance with banking regulations and policies.• Built and maintained relationships with clients through ongoing communication, including follow-up calls and appointments.• Educated clients on the benefits and features of Chase Bank products and services.• Resolved client issues and complaints in a timely and professional manner.• Collaborated with branch team members to meet or exceed branch and individual performance goals.• Participated in training programs to stay current on industry regulations, products, and services.• Adhered to all bank policies and procedures, including those related to security, compliance, and risk management.• Conducted regular outreach activities to attract and retain new clients, including attending community events and networking with local businesses.• Assisted with various branch operations, including cash handling and balancing, as needed.

Dallas/Fort Worth Area

• Managed daily store operations, including inventory management, scheduling, and customer service.• Ensured high levels of customer satisfaction by providing exceptional customer service and resolving customer complaints in a timely and professional manner.• Coached and developed team members to achieve their full potential and meet or exceed store goals.• Conducted ongoing training and development to enhance team member skills and knowledge.• Led by example, modeling Starbucks' values and customer service standards to inspire team members and promote a positive work environment.• Monitored store performance metrics, such as sales, labor, and customer satisfaction, and made strategic adjustments to improve store performance.• Analyzed financial reports to identify opportunities for cost savings and revenue growth.• Collaborated with district managers and other store managers to share best practices and support company initiatives.• Maintained a clean and organized store environment, ensuring compliance with health and safety regulations.• Demonstrated a strong understanding of Starbucks products, promotions, and marketing campaigns, and executed those campaigns in-store to drive sales.• Built and maintained relationships with local community organizations and businesses to drive store traffic and support marketing initiatives.• Managed inventory levels to ensure adequate product availability and minimize waste.• Conducted regular performance evaluations and provided feedback to team members, including coaching for improvement and recognition for exceptional performance.• Adhered to all company policies and procedures, including those related to security, cash handling, and food safety.