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