Caleb Travis
O'Fallon,MO
Summary
Resourceful Banker recognized for high productivity and efficient task completion. Excel in client relationship management, financial analysis, and regulatory compliance. Strong problem solving abilities, communication skills, and adaptability ensure success in fast paced environments.
Overview
9
9
years of professional experience
Work History
Senior Banker
Bank of America
Wentzville, Missouri
02.2024 - Current
- Managed daily operations and client relationships for diverse banking services.
- Built positive and productive customer connections to drive consistent sales.
- Advised clients on financial products and tailored services to meet needs.
- Provided technical guidance to junior bankers on complex transactions.
Relationship Banker
Bank of America
Wentzville, Missouri
08.2022 - 02.2024
- Assist clients with their financial needs.
- Properly handling cash.
- Supporting the client with account management.
- Keeping well maintained documentation to allow system management to run smoothly.
Technology Specialist
Parkway School District
11.2021 - 07.2022
- Assist students and staff with maintaining technology standards within individual schools by repairing Chromebooks and laptops, installing new projectors and printers, and providing excellent customer service.
Patient Account Representative
R3 Dynamics, LLC
01.2021 - 11.2021
- Review and contact patients in regards to their account status.
- Handle a high volume of incoming and outgoing calls.
- Maintain accurate patient files electronically.
Emergency Medical Technician
Total Access Urgent Care, TAUC
09.2019 - 03.2021
- Providing quick and efficient triage and medical care.
- Team Lead - ensure a smooth shift by getting inventory of all narcotics at the current site at the beginning of the shift and end along coordinating a team of technicians to ensure that every patient gets seen and taken care of properly.
Security Officer
GardaWorld
St. Louis, MO
04.2020 - 11.2020
- Routine Patrols of Secure Areas.
Carpet Technician
Home Depot
Saint Peters, MO
05.2017 - 09.2019
- Use customer service skills to communicate with clients and co workers.
- Utilize proper safety measures for dangerous equipment.
Patient Care Assistant
Cedarhurst Living
Saint Charles, MO
02.2017 - 09.2018
- Provide quality healthcare assistance to patients.
- Take vitals and handle medications.
Medical Aide
LIMA, Victorian Places of Washington
Washington, MO
09.2016 - 03.2017
- Assist in the care of patients.
- Assisting in daily living needs.
- Helped train new staff.
Education
High School Diploma -
Francis Howell North
Saint Charles, MOSecurities Industry Essentials -
Finra
Skills
- Organizational Skills
- Computer Skills
- Financial analysis
- Risk management
- Customer relationship management
- Portfolio management
- Attention to detail
- Educating clients
- Analytical thinking
- Microsoft office
- Financial goal discovery
Timeline
Senior Banker
Bank of America
02.2024 - Current
Relationship Banker
Bank of America
08.2022 - 02.2024
Technology Specialist
Parkway School District
11.2021 - 07.2022
Patient Account Representative
R3 Dynamics, LLC
01.2021 - 11.2021
Security Officer
GardaWorld
04.2020 - 11.2020
Emergency Medical Technician
Total Access Urgent Care, TAUC
09.2019 - 03.2021
Carpet Technician
Home Depot
05.2017 - 09.2019
Patient Care Assistant
Cedarhurst Living
02.2017 - 09.2018
Medical Aide
LIMA, Victorian Places of Washington
09.2016 - 03.2017
High School Diploma -
Francis Howell North
Securities Industry Essentials -
Finra