Caleb Clifton
Jacksonville,FL
Summary
Professional Financial Services Associate and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve . Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and to achieve over all goal financially for the customer.
Overview
4
4
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
09.2023 - Current
- Audited customer's accounts through a fraud prevention & verification system
- Resolved customer issues efficiently, resulting in positive feedback and increased loyalty.
- Improved financial reporting accuracy by streamlining data collection and analysis processes.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Skilled at working independently and collaboratively in a team environment.
Server/Bartender
Darden Restaurants, Inc
09.2019 - 09.2023
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
- Handled cash transactions accurately, contributing to balanced daily financial reports.
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Skills
- Business Development Understanding
- 3 Years of experience with Microsoft Office applications
- Fraud Prevention
- Telephone Skills
- Motivational Leadership
- Ethical Standards
- Positive Reinforcement Strategies
- Computer Technology
- Time Management Skills
- Customer Satisfaction
- Multi-Tasking
- Data Analysis
- Anti-Money Laundering
- Customer Service
Timeline
Financial Customer Associate
Fidelity Investments
09.2023 - Current
Server/Bartender
Darden Restaurants, Inc
09.2019 - 09.2023