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Nichole Henry

@nicholehenry

Wealth operations specialist at Johnson Financial Group who streamlined fee billing, redesigned workflows, and supported system migrations.

United States

Message

At Johnson Financial Group, I supported trust, investment, and brokerage operations, handling reconciliations, data validation, and operational controls. I also contributed to fee billing simplification, workflow redesign, and system migration and CRM data remediation work.

Earlier, at Cadence Bank, I supported treasury clients with account openings, implementations, and service changes, and contributed to nearly $1MM in new sales for the dedicated treasury team. I now identify process improvements, maintain procedures, and support clients at Phil’s Electrical Service LLC.

Experience

Work history, roles, and key accomplishments

Current

Business Operations Specialist

Current

Phil's Electrical Service LLC

Jan 2025 - Present (1 year 9 months)

Identify and implement process improvements to optimize operational efficiency. Develop, update, and maintain business procedures, internal documentation, and SOP guides.

Process Optimization Documentation SOP流程设计 client support strategic initiatives

Wealth Operations Specialist

Johnson Financial Group

Jan 2022 - Dec 2024 (2 years 11 months)

Managed daily wealth operations functions across trust, investment, and brokerage accounts ensuring data integrity, reconciliation accuracy, and control adherence. Performed cash, trade, and fee reconciliations and conducted root cause analysis on discrepancies.

Wealth Management Investment Operations Trust Operations Brokerage Operations Reconciliations Data Validation UAT CRM Process Optimization Reporting Risk And Compliance Project Management Team Supervision Microsoft Office Pershing Tamarac Advantage Fee

Treasury Client Partner & Operations Specialist

Johnson Financial Group

Jan 2021 - Dec 2022 (1 year 11 months)

Implemented and administered treasury management services including Lockbox, eBanking, Remote Deposit Capture, and Positive Pay/ACH Positive Pay, ensuring accurate client setup. Served as primary operational liaison for Relationship Managers and Treasury Officers.

Treasury Management ACH Wires Positive Pay Customer Relationship Management Risk And Compliance Training Documentation Problem Solving Collaboration

Treasury Client Support Partner III

Cadence Bank

Jan 2019 - Dec 2020 (1 year 11 months)

Served as the main point of contact for the largest client portfolio within company treasury management team and proactively recommended and implemented client operational changes. Coordinated execution of all necessary contracts, agreements, and documents for account openings and implementations.

client support Account Management Implementation Treasury Management Communication Skills Problem Solving Analytical Skills Attention To Detail

Teller Manager / Lead Teller

Amegy Bank

Jan 2017 - Dec 2019 (2 years 11 months)

Audited cash vault and teller drawers, fielded and resolved client complaints, and identified recurring issues. Monitored and reported suspicious activity to ensure BSA compliance.

Cash Management Audit Compliance Customer Service Team Supervision Training Process Improvement Communication Skills

Lead Teller

Wells Fargo

Jan 2016 - Dec 2016 (11 months)

Supervised a team of four tellers, ensuring confidential information and customer records were secured. Provided approvals in accordance with company standards and policy.

Team Supervision Cash Management Customer Service Training Compliance Communication Skills