Nicholas Cross

• Collaborated with team members to streamline application processes.
• Conducted thorough assessments of clients' insurance needs and preferences.
• Provided clear explanations of policy terms and coverage details.
• Educated clients about benefits of different insurance plans.
• Established long-lasting relationships with clients through proactive communication and exceptional service.
• Offered comprehensive financial planning services in conjunction with insurance advice, creating a one-stop-shop experience for clientele seeking holistic wealth management guidance.

- Worked with accredited investors to successfully raise capital and participate in equity raises for many single-asset private REIT investments

- Facilitated the completion of subscription agreements and other legal documents by coordinating with clients, RIA's, lawyers, and tax advisors, resulting in a streamlined process and improved investor satisfaction.

- Traveled to meet prospective investors as well as build relationships with current clients

- Worked directly with individuals to settle and resolve their outstanding financial debt. This involved negotiating with creditors, developing customized repayment plans, and providing financial guidance to help clients regain control of their finances

- Educated clients on credit management, financial responsibility, and the long-term impact of debt settlement on their credit scores and financial well-being.

- Meet or exceed personal and team-based performance metrics, including settlement success rates, client satisfaction, and repayment timelines.

• Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
• Assisted in training new tellers to ensure a consistent level of excellent service across the team.
• Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
• Mentored junior tellers, fostering professional growth and improved performance within the team.