Nicole Fenton
Cave Creek
Summary
Resourceful Retail Branch Manager known for high productivity and efficient task completion. Skilled in customer service management, sales strategy implementation, and inventory control. Excel at team leadership, problem-solving, and adaptability, ensuring seamless operations and positive customer experiences.
Overview
36
36
years of professional experience
Work History
Client Relations and Services Manager
Carrie Hall And Associates
Scottsdale
08.2025 - 02.2026
- Developed and maintained strong client relationships through regular communication.
- Managed service staff to ensure customer satisfaction and compliance with company policies.
- Collaborated with customers to offer solutions to service needs.
- Engaged on a project basis to strengthen high-net-worth client onboarding, insurance trust administration, and service workflows for complex, multi-generational families.
- Served as senior liaison between clients, attorneys, CPAs, and personal representatives to resolve trust administration, policy servicing, estate coordination, and claims-related matters.
- Stabilized and enhanced administration of complex insurance trust accounts, ensuring fiduciary integrity and regulatory compliance.
- Designed and implemented premium and gift tax tracking frameworks to improve accuracy, transparency, and long-term policy sustainability for high-net-worth clients.
- Directed all new client claims and service requests, including disability claims, providing high-touch, concierge-level support.
- Prepared executive-level client summaries to support long-term wealth preservation and advisory planning.
- Managed high-profile, multi-generational client relationships, navigating sensitive dynamics with discretion, authority, and executive presence.
- Delivered operational improvements that increased efficiency, documentation quality, and overall client experience.
Retail Branch Manager
Sunflower Bank
Scottsdale
07.2023 - 07.2025
- Managing all Sunflower Bank Retail locations in Arizona.
- Portfolio manage top 400 Sunflower clients.
- Partner with all lines of business across the company.
- Manage all security operations for Arizona.
- Provide IT assistance to all lines of business in Arizona.
- Organized professional development programs for employees at all levels of the organization.
- Implemented internal control procedures to minimize risk exposure and maximize profitability.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Monitored financial performance of the branch on a monthly basis.
- Created reports summarizing operational performance metrics for senior management review.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Performed regular audits of financial records in order to ensure accuracy.
- Conducted regular performance reviews for all employees in the branch.
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
- Designed sales and service strategies to improve revenue and retention.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Responsible for expanding, managing and optimizing a portfolio of commercial clients.
- Responsible for the corporate growth plan through branch deposit average balance increases, household increases, consumer lending base increases, deposit service fee increases, cross sale ratio, and partnering line of business referrals as well as engaging, motivating, and leading staff to act on and support these initiatives.
- Responsible for assisting all sales team initiatives which include weekly joint sales calls to grow business relationships other line of business leaders (e.g., Treasury management, Wealth Management, Commercial lenders, and Small business lenders).
- Plan and assign daily goals, tasks and assignments assuring proper completion and follow-up, which may include performing the duties of subordinates.
- Ensure branch adherence to all company policies.
Branch Manager
HomeStreet Bank
10.2019 - 06.2023
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Protected company assets with strategic risk management approaches.
- Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
- Identified and capitalized on community business opportunities with effective networking.
- Source business customers credit opportunities and facilitate applications process.
Branch Manager/District Operations Manager
US Bank
01.1990 - 08.2019
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
- Assessed expansion plans and presented costs to forecast trends and recommend changes.
Skills
- Salesforce
- NCino
- Sales
- Branch Operations Management
- Business Development
- Compliance Assessments
- Risk Assessment and Classification
- Business Relationship Management
- Excel, Outlook, Word
- SBA Lending
- Employee Development
- Attention to Detail
- Training and Development
- Excellent Team Leadership
- Strong Interpersonal Skills
- Operations Management
- Conflict Resolution
- Excellent Communication Skills
- Excellent Work Ethic
- Regulatory compliance
- Risk management
- Community engagement
Timeline
Client Relations and Services Manager
Carrie Hall And Associates
08.2025 - 02.2026
Retail Branch Manager
Sunflower Bank
07.2023 - 07.2025
Branch Manager
HomeStreet Bank
10.2019 - 06.2023
Branch Manager/District Operations Manager
US Bank
01.1990 - 08.2019