Caleb Trayer
Northlake,IL
Summary
Skilled specialist with proven track record in delivering results. Both in adding to team culture and to client experience. Adept at anticipating needs and enhancing client interaction while adapting to daily/weekly updates. I am energized by conversations with new investors, sharing in their success of grasping new concepts and Owing Their Tomorrow!
Overview
8
8
years of professional experience
1
1
Certification
Work History
Specialist, CS&S Core Service
Charles Schwab Co. & Inc.
12.2023 - Current
- Deliver quality work and show consistent goal driven results based on quality GADS plans.
- Improved customer satisfaction proactively problem-solving through wholistic call resolution.
- Collaborated to organizing huddles for growth and encouragement on a weekly basis.
- Completed all Job Level 55 Trainings
- Hold Series 7, 63, 66 Licenses
General Manager
Eggs Up Grill
05.2021 - 05.2023
- Hired/Trained High-Performance Team of 25
- Profitability in 9 mo. w/ 15% YOY Growth
- Refined Quality, Consistency, Presentation
- Developed Above Brand Average Ratings
Director of Performance & Guest Experience
Chick-Fil-A
12.2019 - 02.2021
- Coordinated a Team of 30
- Improved Accuracy and Speed of Service
- Streamlined Daily Team Organization
- Developed Motivation Beyond Just Pay
Associate
Amazon
09.2019 - 11.2019
Agent
Aflac Insurance
12.2018 - 07.2019
Product Specialist
STEMCO
01.2018 - 08.2018
Education
MBA - Business Administration
LeTourneau University
12.2018
Management & HR Concentration
LeTourneau University
12.2017
Skills
- Highly Coachable
- Matching Client Tone
- Moderate Emotions Mine/Others
- Critical Thinking (Know the Why)
- Team Builder Including/Growing Others
- Strategic Plan/Implementation
- Virtual Collaboration
Certification
- SIE Series 7, 63, 66
- Eagle Scout
- Employee of the Month February '25
- Excellence in Service Q1 '25
Timeline
Specialist, CS&S Core Service
Charles Schwab Co. & Inc.
12.2023 - Current
General Manager
Eggs Up Grill
05.2021 - 05.2023
Director of Performance & Guest Experience
Chick-Fil-A
12.2019 - 02.2021
Associate
Amazon
09.2019 - 11.2019
Agent
Aflac Insurance
12.2018 - 07.2019
Product Specialist
STEMCO
01.2018 - 08.2018
Management & HR Concentration
LeTourneau University
MBA - Business Administration
LeTourneau University
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