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.

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

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).

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.

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.