Nicole Kuhfeld
Fountain
Summary
Dynamic Private Bank Sales Associate at UMB Bank with advanced problem-solving and collaborative teamwork skills. Successfully managed complex client escalations and streamlined onboarding processes, enhancing client satisfaction. Proficient in banking operations, ensuring compliance and accuracy while maintaining confidentiality. Recognized for leadership in organizing client events and driving value-added services.
Overview
19
19
years of professional experience
Work History
Private Bank Sales Associate
UMB Bank
11.2006 - Current
- Serve as the main point of contact for clients
- Responsible for managing day to day client transactions, such as money movements, problem solving for complex client escalations, account maintenance, wire transfers
- Assist Private Bankers with administration tasks such as expense reports, calendar management, maintain reports/tracking, assist with managing books of business, and organizing client events.
- Input data and collect documentation for loans at the direction of the Private Banker
- Work collaboratively with other lines of business to resolve complex client related issues and escalations
- Manage new client onboarding process including all activities associate with account opening such as debit card, credit card, and online banking enrollment
- Understand the client’s overall business needs and help identify value-added services that Private Bank can provide
- Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
- Comply with all bank policy and procedures. Perform account audits monthly and maintain high level of confidentiality with client information.
- Accurately transact in UMB Systems to maintain the exclusive delivery model in Private Banking
Education
Associate of Science - Accounting
UCCS
Colorado Springs, COHigh School Diploma -
Central High School
Aberdeen, SD05-1996
Skills
- Advanced problem-solving
- Collaborative teamwork
- Proficient in banking operations and services
- Efficient completion of prioritized activities
- Leadership and mentorship skills
Timeline
Private Bank Sales Associate
UMB Bank
11.2006 - Current
Associate of Science - Accounting
UCCS
High School Diploma -
Central High School