Charles Clayton

San Mateo, CA

SUMMARY:

• Tenacious and detail oriented personal banker possessing around 6 years' versatile work experience with background in banking and Customer Services.

• Skilled in effectively assessing customers' needs and preferring solutions and recommending appropriate bank services, resulting in increased sales.

• Possess analytical thinking with excellent client communication.

• Solid understanding of basic computer operations, file management, and system navigation. SKILLS:

• Microsoft Office Suite

• Banking Software and Systems

• Customer Relationship Management

• Mobile Banking Applications

• Communication skills

PROFESSIONAL EXPERIENCE:

Seeking employment 04/2023 – Present

Comerica Bank - Menlo Park, CA 10/2021 - 02/2023

Personal Banker

• Worked with clients to determine financial goals using Financial Needs Analysis system and provided solutions.

• Opened new accounts and handled cash transactions.

• Daily prospecting calls offering services and identifying cross-selling opportunities.

• Provided exemplary service to clients via phone, email, and in person.

• Worked with branch specialists to achieve branch goals; NMLS registered. Wells Fargo Bank - San Mateo, CA 12/2017 - 08/2021 Personal Banker

• Opened accounts; handled cash transactions and executed wire transfers.

• Provided service to clients in and out of branch setting.

• Assisted clients with on-line banking services.

• Became licensed banker and Broker Associate with Wells Fargo Brokerage.

• NMLS registered.

Guardian Life Insurance – San Francisco, CA 12/2011 - 12/2016 Financial Representative

• Daily prospecting calls; sales and service of insurance and other financial products.

• Conducted one on one presentations to individuals and group presentations to businesses.

• Worked to develop centers of influence; successfully completed company's Academy Training Program.

EDUCATION:

• Bachelor of Arts - San Jose State University

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