Open to opportunities

Nisha shah

@nishashah1

Finance and banking leader who drives operational excellence, growth, and exceptional customer experiences through strategic planning.

United States

Message

What I'm looking for

I’m looking to re-enter finance with renewed energy—leading teams to deliver exceptional customer experiences, drive measurable growth, strengthen compliance, and continuously improve processes through strategic planning and operational excellence.

I’m an accomplished finance professional recognized for leadership, team building, and achieving positive business results through strategic planning, operational excellence, and business development. I’ve designed and implemented initiatives that improved efficiency and elevated customer satisfaction, and I’ve earned “Top Performer” consecutively (2019, 2020, 2021).

As a Branch Manager (AVP), I led and mentored a high-performance team, turning around performance by growing revenues by 135% and increasing profits by $400K while reversing a multi-year declining revenue trend. I’ve also led a SBA PPP Quality Assurance team of 20, achieving rapid adaptation to new processes and federal guidelines, and I bring a strong focus on customer experience, compliance, and process improvements in every role.

Experience

Work history, roles, and key accomplishments

Career Break

Jan 2022 - Jan 2025 (3 years)

Leveraged a career gap to pursue a 6-month Executive Leadership Program (2022–2025), enhancing skills and broadening perspective. Used the break to re-enter finance with renewed energy and clarity.

Executive Leadership Professional Development Strategic Learning

Branch Manager (AVP)

U.S. Bank

Jan 2018 - Jan 2022 (4 years)

Led a high-performance team through servant-leadership, supervising 10 licensed bankers and relationship/universal bankers. Grew annual gross revenues to over $1.5M, reversed a 2-year declining revenue trend (up 135% and +$400K profit), and earned Branch Operational Excellence in the Pacific Northwest region (2021).

Servant Leadership Team Leadership Branch Operations Management Revenue Growth Compliance Leadership

SBA PPP Quality Assurance Team Lead

Small Business Administration (SBA PPP)

Jan 2020 - Jan 2021 (1 year)

Led a team of 20 SBA PPP loan processors across the United States, adapting to new processes and federal guidelines in 4 weeks. Supported process improvements that impacted more than 75,000 businesses and 800,000 jobs in the U.S.

Quality Assurance Loan Processing & Compliance Federal Guidelines Process Improvement Team Leadership

Private Client Banker, Small Biz

J.P. Morgan Chase

Jan 2016 - Jan 2018 (2 years)

Built and maintained trust with private client and branch customers through strong relationship management and communication. Prospected for business opportunities, coordinated joint appointments with Private Client Advisors, partnered with specialists for complex financial needs, and achieved 10 first-time investments with $5.02M in investments and $6.2M in loans (Access Ratio > 1.3).

Customer Relationship Management Prospecting Investment Loan Origination Sales

Planned Career Break

Jan 2014 - Jan 2016 (2 years)

Provided full-time care as a primary caregiver for a newborn during 2014–2016. Managed household responsibilities including budgeting, scheduling, and daily logistics while maintaining professional development through online courses and industry reading.

Caregiving Budgeting Scheduling Time Management Professional Development

Relationship Banker

J.P. Morgan Chase

Jan 2011 - Jan 2014 (3 years)

Delivered exceptional service in daily branch operations focused on customer satisfaction and collaborated with peers and specialists to meet and exceed branch goals. Earned MVP at Lending Solutions training, achieved #1 ranking at Redmond, WA for Q1 2013, and was recognized for surpassing campaign goals in 2011–2013.

Customer Service Branch Operations Management Team Collaboration Sales Performance Training Recognition

Financial Professional Associate

Prudential Financial

Jan 2010 - Jan 2011 (1 year)

Provided operational support and developed strategic partnerships to drive branch growth. Used communication and CRM skills to maximize business opportunities and built relationships with alliances to establish accounts.

CRM Strategic Partnerships Alliance Management Account Development Business Development

Financial Advisor

HSBC

Jan 2008 - Jan 2009 (1 year)

Facilitated presentations and product awareness campaigns, and designed strategic and tactical marketing plans to increase business. Developed and executed risk management strategies and was recognized as an exceptional performer for wealth management in 2009.

Capital Markets Mutual Funds Derivatives Risk Management Marketing Campaigns Product Awareness Campaigns