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 documents specific to clients’ needs with IRS deadlines.Work seamlessly with our banking partners to establish escrow accounts… Show more 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 documents specific to clients’ needs with IRS deadlines.Work seamlessly with our banking partners to establish escrow accounts and facilitate funds movements.Assisted colleagues with EB5 client onboarding. Show less

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 employee schedules, balancing individual requests and requirements with business needs.Supervised and evaluated staff to… Show more 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 employee schedules, balancing individual requests and requirements with business needs.Supervised and evaluated staff to help improve skills, achieve daily objectives and attain advancement.Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.Identified partnership opportunities and established favorable business connections.Restructured and enhanced retail training program and manual.Maintained strong knowledge of bank products, services, procedures, and regulatory requirements to assist staff. Show less

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 documents such as trusts and powers of attorneys as well as answering any other questions the branches may have. I enter and approve CDAR… Show more 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 documents such as trusts and powers of attorneys as well as answering any other questions the branches may have. I enter and approve CDAR orders weekly, establish escrow accounts, and process the department proof. I also provide IRA information and help to the branches. I am a go-to person when the branches or other departments need help. I am entrusted with projects within my department and help my co-workers with their projects as well. Show less

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 sales goals. I coached and motivated the staff to reach their goals and educated them on how to assess customers’ financial needs. I designed… Show more 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 sales goals. I coached and motivated the staff to reach their goals and educated them on how to assess customers’ financial needs. I designed models for the staff to follow that would help them better gauge what a potential customer’s need could be and how to approach the customer about how we could help better their financial future. Show less

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 contributor on the company newsletter. I was a participant on the disaster recovery team.

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 products.Provide exceptional customer service and resolve customer issues.Assist tellers with non-routine… Show more 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 products.Provide exceptional customer service and resolve customer issues.Assist tellers with non-routine transactionsAct as a mediator in the case of employee conflicts.Order supplies within budgetary limitsReview Daily Overdraft Report weekly.Perform monthly branch and teller audits.Complete monthly and weekly Cash Item Report.Organize weekly schedule. Show less

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