Caleb Smith
Colorado Springs,CO
Summary
Client-focused finance professional with a strong background in sales and customer service, currently building my career at Charles Schwab. I have obtained the Securities Industry Essentials (SIE) certification and am actively learning Mandarin to enhance my ability to connect with a diverse client base. Through the Aspiring Talent Academy at Schwab, I am developing the skills necessary to transition into the Financial Consultant Academy with the ultimate goal of becoming a Financial Consultant. My experience in sales, relationship management, and problem-solving equips me to provide exceptional client service while continuously striving for professional growth.
Overview
6
6
years of professional experience
Work History
Client Services Intern
Charles Schwab
01.2025 - Current
- Educate clients on Schwab’s digital tools to improve self-service capabilities and financial independence.
- Listen actively and empathize with clients to deliver tailored solutions that meet their financial needs.
- Provide exceptional customer service by addressing concerns quickly and ensuring client satisfaction.
- Maintain confidentiality and comply with guidelines when handling sensitive financial information.
Valet Attendant
Epic Valet
02.2024 - 12.2024
- Delivered high-end valet service by expertly parking and retrieving vehicles with precision and care.
- Maintained a flawless safety record while handling luxury and high-value vehicles responsibly.
- Resolved parking-related challenges by using problem-solving and conflict-resolution skills.
- Managed vehicle flow in busy, high-traffic areas to ensure a seamless and stress-free guest experience.
Sales Associate
Old Tyme Photos
07.2019 - 08.2024
- Managed weekly company budgets and established sales quotas to drive performance and revenue.
- Recognized as a top-performing associate, contributing to record-breaking company sales growth.
- Delivered highly personalized customer experiences to enhance satisfaction and increase retention.
- Used strategic upselling techniques to maximize sales, boost revenue, and elevate customer value.
Sales Consultant
Carmax
09.2023 - 03.2024
- Applied a consultative sales approach to help customers find the right vehicle for their lifestyle.
- Explained financing options and purchase processes in detail to simplify complex buying decisions.
- Efficiently resolved customer concerns to ensure a smooth, hassle-free car-buying experience.
- Maintained strong relationships by providing outstanding service that led to referrals and repeat sales.
Sales Represntative
Your Country Fragrance
06.2022 - 08.2023
- Developed and maintained strong B2B relationships to drive wholesale sales and business growth.
- Collaborated with a high-performing sales team to consistently exceed revenue and sales targets.
- Identified customer needs and provided customized product solutions to maximize satisfaction.
- Utilized innovative sales techniques to expand market reach, strengthen loyalty, and boost revenue.
Education
Bachelor's - Finance and Economics
Grand Canyon University
04.2025
Skills
- Effective Communication
- Adaptability & Flexibility
- Analytical Problem-Solving
- Leadership
- Resourcefulness
- Teamwork
Financial Certifications
Securities Industry Essentials (SIE)
- Obtained December 2024
Languages
English
Native or Bilingual
Chinese (Mandarin)
Elementary
Timeline
Client Services Intern
Charles Schwab
01.2025 - Current
Valet Attendant
Epic Valet
02.2024 - 12.2024
Sales Consultant
Carmax
09.2023 - 03.2024
Sales Represntative
Your Country Fragrance
06.2022 - 08.2023
Sales Associate
Old Tyme Photos
07.2019 - 08.2024
Bachelor's - Finance and Economics
Grand Canyon University
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