Craig Melton
Client Service Associate
Clearwater,FL
Summary
Client-focused Client Service Associate offering 3 years of experience managing key accounts to deliver superior service. Proficient in Microsoft Office and SalesForce. Expertise in providing client support, maintaining files and minimizing Risk and Fraudulent Transactions. Committed to collaborating with associates and management to achieve business objectives.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
Work History
Client Service Associate
PNC Bank
Tampa, FL
06.2021 - Current
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Introduced clients to available online resources and services to increase convenience.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
Universal Personal Banker
PNC Bank
Clearwater, Florida
01.2020 - 06.2021
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Performed vault duties to handle large deposits of up to $150,000 and distribute currency to coworkers.
Relationship Banker
Bank of America
Houston, Texas
10.2018 - 12.2019
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Performed vault duties to handle large deposits of up to $150,000 and distribute currency to coworkers.
Magnolia Sales Specialist
Bestbuy
Houston, TX
10.2015 - 08.2018
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Visited customer locations to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needs.
- Advised, sold and configured Home Theater products in single and multiple transactions, averaging $15,000 in sales.
- Exceeded quarterly sales goals by 25%.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
Education
MBA - Management
Houston Baptist University
Houston, TX 08.2018 - 01.2019
BBA - Finance
Houston Baptist University
Houston, TX 08.2014 - 08.2018
Skills
Policy assessment
Excellent Communication
Teamwork and Collaboration
MS Office
Self-Motivated
Document processing
Good Telephone Etiquette
Dependable and Responsible
Data Entry
Decision Making
Multitasking Abilities
Accomplishments
- Delta Mu Delta Honor Society: Kappa Tau
- Houston Baptist University
- Selected Member
- August 2018 - May 2019
- Served as a member involved with championing academics for the master's program
- Selected due to maintaining above a 3.0 GPA consistently
- Included in a document of all upcoming graduate candidates through the university for career fairs
Timeline
Client Service Associate
PNC Bank
06.2021 - Current
Universal Personal Banker
PNC Bank
01.2020 - 06.2021
Relationship Banker
Bank of America
10.2018 - 12.2019
MBA - Management
Houston Baptist University
08.2018 - 01.2019
Magnolia Sales Specialist
Bestbuy
10.2015 - 08.2018
BBA - Finance
Houston Baptist University
08.2014 - 08.2018