Nicole Walker Email & Phone Number

Greater Boston

Greater Boston

Manage portfolios for high net worth ($10m+) clients per the IRS 1031 Regulation for Like Kind Exchanges.Created formal training manuals for Exchange Manager and DocuSign. Train new hires in all Like-Kind Exchange procedures and regulations. Implement process improvements to increase department efficiency and productivity.Draft and circulate exchange.

Braintree, Massachusetts, United States

Work closely with clients, attorneys, and title companies to facilitate successful 1031 Like Kind Exchanges.Build strong relationships to ensure repeat business and word of mouth referrals.

Braintree

Stoughton, Massachusetts

Continually boosted branch production and revenue by 20-30% by consistently meeting all monthly and quarterly sales goals.Assessed employee performance and developed improvement plans.Provided leadership, coaching, and training to staff.Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.Developed and managed.

Bridgewater, Massachusetts

Agent licensed to sell insurance through New York Life Insurance Company.

Hanover, MA

Managed exchanges for high-net-worth clients per IRS 1031 Regulation for Like Kind Exchanges.Coordinated with attorneys and title companies to facilitate closings for Relinquished Property sales and Replacement Property purchases.

West Wareham, Massachusetts

Responsibilities include developing and maintaining consumer and business relationships, cross selling products, motivating staff, coaching for results, as well as daily teller duties and auditing. In my role, I focus on developing important and meaningful customer relationships that increase the bank's profitability and exposure in the community.

Plymouth, MA

As a New Account Processor it is my responsibility to monitor the new accounts that are opened on a daily basis. I also process title change requests as well as perform account and customer maintenance, product type changes, combining statements, setting up accounts with overdraft protection, and closing accounts. I assist the branches in reviewing legal.

Fall River, MA

As a Universal Representative and License Bank Employee I was responsible for assessing customers’ needs and helping them achieve their financial goals. I performed basic teller duties as well as opened accounts and took loan applications. As the LBE and Investment Captain for my region, I was responsible in helping the branches achieve their investment.

Wareham, MA

Providence, Rhode Island Area

As a Customer Service Representative I was responsible for assisting customers with their investment needs. I processed trades and performed customer and account maintenance daily. I educated customers on IRAs, Coverdell Education Plans, and 529 Plans. I mentored and trained newly hired employees. I was the editor of the department newsletter and a.

Responsible for all branch functions in the Managers absence.Supervise teller line, maintain vault cash and verify cash shipments.Perform branch and ATM settlement daily.Open and close branch office while adhering to all security and compliance procedures.Provide sales training and guidance.Open new accounts and take loan applications for all consumer loan.

New Bedford, Massachusetts, United States

Recognized each quarter as top 10 sales individual.Worked closely with management to strategize sales techniques to increase branch production and customer service.Promoted financial products by maintaining excellent service offering knowledge.

New Bedford, Massachusetts, United States

Master'S Degree, Finance

Bachelor'S, Marketing

Associates Degree, Finance