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 coached a team of business analysts and designers to spur innovative new features, establish best practices and drive revenue growth.• 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 management software suite marketed to single and multi-family office clients, institutional clients and wealth holders. Guided and coached a team of business analysts and designers to spur innovative new features, establish best practices and drive revenue growth.• 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.• Spearheaded several key initiatives, including migration of the 1000+ feature product backlog from Excel to Jira, launching several high-profile projects to improve system performance, modernizing the UI and introducing new features.• Conducted detailed competitor analysis, interviewed clients and business stakeholders to determine bestfeatures and presented discussion points to business analysts and development team to realize that vision. Show less

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 launched products, features and services through close collaboration with cross-functional teams in an Agile development environment, being the voice of the client at all times.• 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 bank and client business risks and corrected pricing discrepancies. Successfully designed and launched products, features and services through close collaboration with cross-functional teams in an Agile development environment, being the voice of the client at all times.• 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.• Established communications, confidence, results and trust to strengthen bank and client relationships.• Conducted client seminars and workshops to present and discuss key features and best practices. • Performed onboarding and client-site installations of software products, trained personnel and provided troubleshooting consultation and support to alleviate concerns. Show less

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 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 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.• Advised business owners when launching new products and services (B2B, B2C, SaaS) using industry best practices. Show less

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 • 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.• Developed and presented a multi-part webinar series for clients and prospects to explain and demonstrate best practices of the software suite. Show less

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.