Nicholas Katz, Ccm Email & Phone Number

Mesa, AZ, US

Scottsdale, Arizona, United States

Arvada, Colorado, United States

Lakewood, Colorado, United States

Balboa/Genesee

• Increased overall annual sales 15% by incorporating several quality process improvements within branch.
• Managed a branch with average over $75MM monthly deposits and monthly deposit growth of 7% during fiscal year 2018
• Developed individual sales tracking spreadsheets able to track detailed sales numbers in relation to goal for each member of staff that was implemented for all branches credit union wide.
• Created bi-weekly progress report meetings with staff and individual action plans
• Implemented and conducted daily morning "huddles" as well as one-on-one coaching for all staff
• Created promotion opportunities through effective cross training. Oversaw the promotion of 6 staff members, including 2 bankers promoted to management

UTC/La Jolla

• Created dynamic scheduling process by using historical transaction data for efficient staffing
• Sole vault custodian, oversaw all branch cash and negotiable items
• Streamlined cash ordering by ordering cash based on demand, keeping cash to a minimum when possible
• Created customized teller progress reports for results tracking and action plans
• Annual branch internal audit did not reveal any findings.
• Implemented a streamlined branch closing checklist and assigned responsibilities according to skill level

Poway, CA

• Developed packets containing all required compliance documents for CFPB auditors and oversaw a perfect CFPB branch audit
• Created opening procedures focused on staff safety and policy compliance
• Implemented efficient processes for loading ATM's and cash dispensers before hours
• Increased teller sales and referrals by 5% through demonstrative coaching and scripting
• Oversaw branch profit and loss statement and increased overall production 7% year over year
• Received a perfect audit rating in May 2014

San Diego, California

-Held Series 6, Series 63 and CA Life insurance licenses. -Opened new accounts with an emphasis on customer service and deepening relationships. -Built my book of business and leveraged the relationships I created to create other sales opportunities, both through deepening relationships and referrals from existing customers-While building relationships, i.

San Diego

-Worked closely with management to create the highest revenue per car while keeping prices competitive for customers. -Developed the skills necessary to manage a fleet of cars, as well as a staff of new employees. -Picked up clients, rented the car and sold protections for the vehicle.