Summary
Overview
Work History
Education
Skills
Timeline
Generic

CALEB WOMACK

Norman,OK

Summary

Results-driven and client-focused Business Banker with a proven track record of exceeding sales goals and delivering high-impact financial solutions. Skilled in financial analysis, business development, and relationship management, with a strong ability to identify client needs and provide tailored banking services. Known for a proactive, self-motivated approach and the agility to adapt and succeed in dynamic, fast-paced environments. Committed to building long-term client partnerships and driving growth for both clients and the institution.

Overview

9
9
years of professional experience

Work History

Business Service Representative

First Citizens Bank
01.2024 - Current
  • Driven trusted advisor and subject matter expert in business deposits and treasury solutions, partnering with Business and Commercial Bankers on joint client and prospect calls to deliver customized financial solutions.
  • Support business growth by generating new opportunities through business development, networking, and leveraging established referral relationships.
  • Connect clients with appropriate branch team members and First Citizens Bank partners to provide personalized support that meet their evolving needs.
  • Provide cross-functional support within the branch by being cross-trained in key operational areas and offering reliable backup to leadership when needed.

PERSONAL BANKER

Midfirst Bank
10.2023 - 01.2024
  • Opened and managed consumer and business accounts, ensuring accuracy and compliance with bank policies.
  • Cross-sold a range of retail banking products and services to meet customer financial needs and drive revenue growth.
  • Provided personalized financial guidance to customers, enhancing satisfaction and fostering long-term relationships.
  • Consistently met and exceeded sales targets through proactive prospecting and needs-based selling.
  • Maintained thorough knowledge of bank products, services, and promotions to effectively educate and advise clients.

MARKET SALES ASSOCIATE

Allstate Insurance
07.2023 - 10.2023
  • Call and provide quotes to individuals that are interested in switching their home or auto insurance.
  • Accurately educate the needs of insurance with great customer service, as well as coverage terminology to ensure each client is properly covered.
  • Achieved consistent sales growth by developing and implementing effective marketing strategies.
  • Built and maintained strong relationships with clients, resulting in repeat business and customer loyalty.
  • Conducted market research and analysis to identify target markets and created sales campaigns.

REGIONAL SALES DIRECTOR

Optimyl Benefits
02.2023 - 07.2023
  • Led regional sales efforts in health insurance and employee benefits, generating revenue through strategic prospecting, self-sourced opportunities, and collaboration with brokers and referral partners.
  • Supported and guided sales team performance by sharing market insights, being a strong team player, and aligning efforts with organizational goals to drive consistent sales growth.
  • Developed tailored benefit solutions—including group health, ancillary, and wellness programs—by assessing client needs and leveraging industry knowledge to strengthen relationships and retention.
  • Represented Optimyl Benefits at industry events, conferences, and networking functions to enhance brand visibility, generate qualified leads, and cultivate strategic partnerships.

RELATIONSHIP BANKER II

First United Bank
08.2019 - 01.2023
  • Collaborated closely with Treasury Management to open business accounts and facilitate additional business banking services.
  • Partnered with commercial and community lenders to meet with clients, assess their needs, and deliver tailored business solutions.
  • Delivered exceptional customer service to build trust and long-term relationships with clients.
  • Provided personalized financial advice and solutions, contributing to increased customer satisfaction and loyalty.
  • Developed and executed effective marketing strategies to expand the customer base and drive revenue growth.
  • Conducted comprehensive financial assessments and recommended innovative solutions to help clients achieve their financial goals.

FRONT DESK ATTENDANT

Heyday Entertainment
05.2017 - 08.2019
  • Greeted customers upon arrival at Heyday and assisted them in locating their desired attractions.
  • Explained the features, benefits, and pricing of each attraction to help customers make informed choices.
  • Delivered exceptional customer service to ensure a positive and enjoyable guest experience.
  • Managed reservations, including handling bookings, check-ins, and check-outs with accuracy and efficiency.
  • Resolved guest issues and complaints promptly, maintaining a high standard of customer satisfaction.
  • Multitasked effectively by handling phone inquiries, guest requests, and administrative responsibilities simultaneously.

HOST

Oliveto Italian Bistro
09.2016 - 05.2017
  • Highly skilled in delivering exceptional customer service and effectively resolving guest inquiries and concerns.
  • Extensive experience in managing restaurant seating and waitlists to ensure smooth front-of-house operations.
  • Strong ability to multitask and prioritize responsibilities in fast-paced, high-pressure environments.
  • Proficient in using reservation management systems to efficiently coordinate and optimize guest seating arrangements.

Education

HIGH SCHOOL DIPLOMA -

Norman North High School
Norman, OK
05.2019

Skills

  • Customer Service
  • Sales Goals
  • Banking Products
  • Communication
  • Relationship Building
  • Marketing Strategies
  • Market Research
  • Quoting
  • Problem Solving
  • Adaptability
  • Self-Motivation
  • Dependability
  • Trustworthiness
  • Punctuality
  • Excellence
  • Respect
  • Hard Work

Timeline

Business Service Representative

First Citizens Bank
01.2024 - Current

PERSONAL BANKER

Midfirst Bank
10.2023 - 01.2024

MARKET SALES ASSOCIATE

Allstate Insurance
07.2023 - 10.2023

REGIONAL SALES DIRECTOR

Optimyl Benefits
02.2023 - 07.2023

RELATIONSHIP BANKER II

First United Bank
08.2019 - 01.2023

FRONT DESK ATTENDANT

Heyday Entertainment
05.2017 - 08.2019

HOST

Oliveto Italian Bistro
09.2016 - 05.2017

HIGH SCHOOL DIPLOMA -

Norman North High School

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