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Nicholas Groves

@nicholasgroves

Dynamic professional with expertise in financial services and client relations.

United States

What I'm looking for

I am looking for a role that fosters growth, collaboration, and innovation in financial services or project management.

I am a dynamic and results-driven professional with a strong background in financial services, insurance, and customer relations. My experience as a Branch Project Coordinator at Bankers Life has honed my ability to communicate effectively and build strong client relationships. I excel in high-pressure environments, where I deliver tailored solutions and maintain composure while addressing client inquiries and providing financial guidance.

In my previous role as a Head Server at Swensons Drive-Ins Restaurant, I trained over 50 new staff members and led operations during peak hours. My leadership skills and ability to multitask contributed to a positive guest experience and operational success. I am passionate about delivering exceptional work and continuously seek opportunities for growth and improvement in my professional journey.

Experience

Work history, roles, and key accomplishments

BL
Current

Branch Project Coordinator

Bankers Life

May 2023 - Present (2 years 1 month)

As a Branch Project Coordinator at Bankers Life, I provided administrative support in financial planning services, managed client accounts, scheduled meetings, and maintained financial records. I collaborated with financial advisors to prepare investment recommendations and reports while enhancing client relationships and optimizing service delivery.

Education

Degrees, certifications, and relevant coursework

University of Akron logoUA

University of Akron

Bachelor of Business Administration, Business Administration

2020 - 2023

Pursuing a Bachelor of Business Administration with a focus on various aspects of business management and administration, preparing for a career in financial services and related fields.

Stark State College logoSC

Stark State College

Associate of Business, Business Management

2019 - 2021

Completed an Associate of Business in Management, gaining foundational knowledge in business principles, management strategies, and operational efficiency.

Tech stack

Software and tools used professionally

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Nicholas Groves - Branch Project Coordinator - Bankers Life | Himalayas