Nicholas Witter Email & Phone Number

Carmel, Indiana, United States

Indianapolis, Indiana, United States

• Functioned as Product Manager, Project Manager and Business Analyst for a wealth management software suite marketed to single and multi-family office clients, institutional clients and wealth holders. Guided and.
• Gathered and documented business requirements from stakeholders and clients, resulting in new features and improvements to the… Show more Functioned as Product Manager, Project Manager and Business Analyst for a wealth.
• Gathered and documented business requirements from stakeholders and clients, resulting in new features and improvements to the application suite.
• Actively engaged in Release Committee meetings, comprised of key decision-makers and directors from the business, to prioritize and refine the product backlog, user stories and discuss the product roadmap in detail.
• Hosted a Release Showcase webinar with each major release, demonstrating high-impact features.
• Created and maintained technical specification documents and wireframe design mock-ups and conducted peer reviews of the same for business analysts.

Fishers, Indiana, United States

• Delivered expertise in the design and development of software applications that improved monthly processes, mitigated bank and client business risks and corrected pricing discrepancies. Successfully designed and.
• Partnered closely with development and business teams to ensure new product features and… Show more Delivered expertise in the design and development of software applications that improved monthly processes, mitigated.
• Partnered closely with development and business teams to ensure new product features and enhancements were added and defects were resolved in a timely manner.
• Created and proactively refined user stories, product and sprint backlogs.
• Demonstrated new product features to internal and external stakeholders.
• Served as the primary SME escalation expert and engaged in troubleshooting for the product suite.

Greater Chicago Area, Illinois, United States

• Proactively enabled small business owners and management teams to launch new products and services and improve relationships with banking institutions, merchant service processors, and similar service providers.
• Performed onboarding and client-site installations of software products, trained personnel and provided troubleshooting consultation and support to alleviate concerns.
• Utilized extensive experience to streamline processes and resolve interpersonal and technical… Show more Proactively enabled small business owners and management teams to launch new products and services and improve.
• Utilized extensive experience to streamline processes and resolve interpersonal and technical issues.
• Teamed with external vendors as a reseller for merchant payment services to clients.
• Conducted critical, in-depth evaluations and user testing for client mobile applications and websites.

Greater Chicago Area, Illinois, United States

• Provided credit card and gift card processing solutions for small to medium size business leaders in assigned territory.
• Evaluated merchant statements to determine cost savings and terms of contracts.
• Managed the installation of equipment, trained, and mentored clients to fully utilize the systems.
• Supplied class-leading field support to maintain system activity and reliability.
• Doubled the number and quality of sales referrals by participating in bank partner meetings.

Bannockburn, Illinois, United States

• Devised solutions to correct banking fees, and cash and signatory management issues to senior treasury personnel.
• Assisted treasury workstation clients with commercial banking account analysis.
• Resolved database problems/issues.
• Researched, wrote, published and maintained a 130+ page technical training manual for end users of the Weiland Financial Group software suite.
• Consulted with clients to design and implement automated reports and bank pricing questions.
• … Show more

Lincolnshire, Illinois, United States

• Deepened new and existing client relationships through cross-selling techniques.
• Directed and coordinated activities of tellers & bankers; coached them to achieve success.
• Collaborated with senior management during the absence of a branch manager.
• Spearheaded several projects to increase efficiency and drive organic growth of the branch.
• Consistently met and exceeded goals by 25%-50%; coached co-workers to exceed goals.

Fishers, Indiana, United States

• Advised clients on payment and consolidation options available.
• Assisted borrowers in setting payoff goals.
• Provided counsel regarding interest rates and regulations.

Glen Ellyn, Illinois, United States

• Deepened new and existing client relationships through cross-selling techniques.
• Analyzed clients’ fiscal positions including creditworthiness.
• Increased employee morale & branch sales by coaching staff to exceed goals by 150%+.

Lafayette, Indiana, United States

• Investigated fraud, learned overdraft and ACH return policies in deposit operations dept.
• Met and exceeded sales and referral goals within a banking center.
• Assisted overdraft and deposit operations departments with day-to-day responsibilities.

Indianapolis, Indiana, United States

• Deepened new and existing client relationships through cross-selling techniques.
• Ensured timely processing of client transactions.