Financial Advisor
CurrentI work with clients on an individual basis to understand their goals, developing a strategy for the long=term. Over time, we partner to ensure changes are made to facilitate client goal attainment.
Please complete the CAPTCHA to continue
@edwardjones.com
✓
2 phones found area 216
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Scott Nickel is listed as Financial Advisor at Edward Jones at Edward Jones, a with 35357 employees, based in Greater Cleveland, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 216, and a matched LinkedIn profile for Scott Nickel.
Scott Nickel previously worked as Financial Advisor at Edward Jones and Vice President Operations at Pnc. Scott Nickel holds Bachelor Of Science (Bs), Business Administration, Management And Operations from Grove City College.
This section adds company-level context without repeating Scott Nickel's masked contact details.
AeroLeads found 1 current-domain work email signal for Scott Nickel. Compare company email patterns before reaching out.
You have financial goals. My goal is to understand what is important to you and thereby help you build a personalized strategy to achieve your goals. I will be your partner for the long-term as you navigate the path to achieving your goal.EXECUTIVE SUMMARY • Financial Analysis – Created and managed annual budget of $150M• Underwriting – Analyzed and approved portfolios in excess of $10M• Communication – Champion of open dialogue/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Banking, Financial Analysis, Underwriting, Customer Service, and 7 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Mentor, Ohio
I work with clients on an individual basis to understand their goals, developing a strategy for the long=term. Over time, we partner to ensure changes are made to facilitate client goal attainment.
Cleveland/Akron, Ohio Area
• Manage all aspects of Syndicated Commercial Loan Processing, including document review, loan booking and funding• Direct teams in 2 states, Ohio and New Jersey, that service large corporate and direct small business functions• Fostered ongoing line of communication with 24 regional markets and numerous vendors
Cleveland/Akron, Ohio Area
• Executed processes design to achieve business strategy in newly established line of business• Monitored performance trends and made suggestions to improve efficiency and customer satisfaction• Created specific action plans to drive consistent performance across all teams • Advocated associate recruiting, development, execution and retention as defined by scorecard metrics• Oversaw ongoing line of communication: 3 markets and numerous vendors
Cleveland/Akron, Ohio Area
• Oversaw queue of ~ $100M in pending charge off, month over month• Consistently exceeded expectations for department performance goals resulting in distinction of Top Performing Team 26 of 34 months• Developed New Manager Guidelines and lead on boarding process to assist new Team Leads to department with understanding key tasks, coaching expectations, metrics and staff development• Outlined analytical strategies for queue management with proven results
Cleveland/Akron, Ohio Area
• Increased profitability by ~10% on consumer credit card portfolio by maximizing credit lines and mitigating risk• Provided career coaching to 20+ associates, discussing career paths, conducting mock interviews and providing feedback and assisting with networking and resume building• Enhanced loan quality and compliance through listening and account reviews • Administered employee efficiency and customer satisfaction through surveys, coaching, and feedback• Worked on Existing… Show more • Increased profitability by ~10% on consumer credit card portfolio by maximizing credit lines and mitigating risk• Provided career coaching to 20+ associates, discussing career paths, conducting mock interviews and providing feedback and assisting with networking and resume building• Enhanced loan quality and compliance through listening and account reviews • Administered employee efficiency and customer satisfaction through surveys, coaching, and feedback• Worked on Existing Credit Account Management Reporting Project Team to build out daily reporting to show loss mitigation and trends Show less
Cleveland/Akron, Ohio Area
• Created winning environment where expectations were clearly stated and each individual received consistent, beneficial developmental feedback• Supervised Online Banking Support team, assisting ~ 15K customers per month with all online related support issues • Initiated Associate Experience Team: group of 20 department leaders and associates that discussed current “hot button issues”; developed resolutions that heightened associate satisfaction and productivity
Cleveland/Akron, Ohio Area
• Directed 30 sales associates to routinely exceed sales targets by 5% while attaining customer satisfaction survey scores of 9 (out of 10) or higher in performance driven environment• Recruited and hired of seasonal workforce: 100-150 summer and school year associates• Accelerated revenue growth by 10% by optimizing direct and indirect channels
Cleveland/Akron, Ohio Area
• Performed all budgeting/forecasting of expenses and expense variance for annual $120M budget• Established and enhanced reporting, forecasting and analysis that enabled 5 sites to achieve operational goals• Monitored key operating and performance targets to ensure conformance with divisional guidelines
Cleveland/Akron, Ohio Area
• Conducted staffing and call volume across multiple centers encompassing 300 lenders, ensuring optimal service levels were achieved• Communicated and managed workforce reduction/overtime opportunities based on call volume analysis, historical trends and business needs to stay within expense levels and maximize efficiency
Other employees you can reach at edwardjones.com. View company contacts for 35357 employees →
Wanda Westenkirchner
Colleague at Edward JonesLambertville, Michigan, United States
View →
JB
John Biesinger
Colleague at Edward JonesAltoona, Pennsylvania, United States
View →
MK
Mary Kowalewski
Colleague at Edward JonesJefferson County, Missouri, United States
View →
SF
Sheila Feille
Colleague at Edward JonesHumble, Texas, United States
View →
KT
Katy Tweedel
Colleague at Edward JonesLafayette, Louisiana, United States
View →
PM
Patti Mclean
Colleague at Edward JonesJanesville, Wisconsin, United States
View →
KS
Kent Swenson
Colleague at Edward JonesSt Cloud, Minnesota, United States
View →
SF
Stu Fisher, Cfp®, Clu®, Aams®
Colleague at Edward JonesJohnson City, Tennessee, United States
View →
TD
Taylor Dimick, Cfp®, Aams®
Colleague at Edward JonesOgunquit, Maine, United States
View →
MS
Michael Stewart
Colleague at Edward JonesToronto, Ontario, Canada
View →
Quick answers generated from the profile data available on this page.
Scott Nickel works for Edward Jones.
Scott Nickel is listed as Financial Advisor at Edward Jones at Edward Jones.
AeroLeads has found 1 work email signal at @edwardjones.com for Scott Nickel at Edward Jones.
AeroLeads has found 2 phone signal(s) with area code 216 for Scott Nickel at Edward Jones.
Scott Nickel is based in Greater Cleveland, United States while working with Edward Jones.
Scott Nickel has worked for Edward Jones, Pnc, and Bank Of America.
Scott Nickel's colleagues at Edward Jones include Wanda Westenkirchner, John Biesinger, Mary Kowalewski, Sheila Feille, and Katy Tweedel.
You can use AeroLeads to view verified contact signals for Scott Nickel at Edward Jones, including work email, phone, and LinkedIn data when available.
Scott Nickel holds Bachelor Of Science (Bs), Business Administration, Management And Operations from Grove City College.
Scott Nickel is listed with skills including Banking, Financial Analysis, Underwriting, Customer Service, Recruiting, Associate Development, Relationship Building, and Communication.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Scott Nickel you were looking for.