Caleb G. Harding
Fairdale,KY
Summary
Dedicated and knowledgeable professional offering 9 years of experience and success with a proven history in the financial industry. Expert in building relationships with a variety of clients and colleagues while providing quality service. Personable and enthusiastic with limitless skill sets adaptable to any work environment.
Overview
10
10
years of professional experience
Work History
Client Service Specialist
Glenview Trust Company
04.2023 - 02.2024
- Provide administrative support to the Trust team by utilizing and understanding estate documents including but not limited to irrevocable and revocable trust agreements, wills, power of attorney etc.
- Assist with new client set up by preparing new account opening memo and gathering other required forms and documents for review.
- Serve as point of contact by answering client telephone calls and returns missed calls as well as communicating and composing letters and utilizing email to coordinate meetings and conference calls.
- Manage client transactions by processing disbursements, posting deposits to accounts, review and establish bill pay process for reoccurring and non-reoccurring client bills, and completing personal and charitable cash gift requests.
Senior Relationship Banker
Truist Bank
07.2022 - 04.2023
- Established client relationships by opening a variety of services including but not limited to checking, savings, trust, and estate accounts along with completing loan and credit applications.
- Executed client requests such as wire transfers, stop payments, account transfers, statements, ordering additional checks and updating client personal information in database.
- Build rapport with clients by offering and selling products and services to focus on developing, expanding and retaining relationships while maintaining professional interactions.
- Assisted with complex issues and transactions to resolve by using overrides and functions requiring additional authorization levels.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Coach and mentor colleagues by sharing best practices for success in the role.
Client Relationship Consultant
U.S. Bank
01.2019 - 10.2021
- Served as initial contact for over 50 clients through proactive outreach via phone call and email, follow ups, and in person interactions.
- Responsible for conducting client transactions, facilitating new client onboarding process and account setups, and opening and/or closing branch.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on new opportunities, products and services based on individual needs.
- Participated in team-building activities to enhance working relationships.
Branch Sales & Service Representative
PNC Bank
03.2015 - 10.2019
- Performed new account openings, processing loans, and cross-selling other products and services by conducting conversation with customers that accommodate customer needs
- Established relationships and trust by listening to customer needs and positioning products and recommendations to accommodate and satisfy customer
- Conduct conversations and set appointments through making over 20 outbound calls daily and utilizing Outlook email
- Apply product knowledge to solve problems and educate customers
- Train and mentor employees to success by using coaching strategies
- Earned numerous recognitions for exceptional customer service
Ticket/Gate Agent
Delta Airlines
04.2017 - 01.2018
- Responsible for selling, printing and reissuing over 50 passenger tickets daily for travel and properly tagging baggage for at check-in
- Ensure and verify every passenger has proper documentation for traveling
- Manage and initiate boarding process by making announcements regarding boarding process and flight status
- Operate, position, and secure jet ways to place in position prior to aircraft arrivals and departures
Customer Service Representative
Fifth Third Bank
11.2013 - 03.2015
- Maintain balancing record with negotiable items such as checks and cash
- Meet monthly and quarterly goals by identifying opportunities through conversations with customers and making appropriate referrals to branch staff and partners
- Process loan payments, issue money orders and cashier checks, process cash advances, and redeem saving bonds by operating computer system
- Display good judgement in making decisions following company policies and guidelines
Education
Associate of Science - Teacher Preparation
Bluegrass Community And Technical College
Lexington, KYSkills
- Experience in financial service industry
- Capable of maintaining high level of concentration
- Effective ability in communicating professionally with clients
- Fluent in accurately completing task by required deadlines
- Demonstrated ability in Microsoft Office
- Strong verbal and written communication skills
- Proficient in managing and building client relationships
- Ability to retain knowledge quickly
Military Experience
Human Resource Specialist, 11/2012 to 07/2015
United States Army
- Track and filed administrative paperwork and personnel folders
- Completed secret security clearance
- Ranked second in percentile of candidates by achieving ASVAB score of 79
- Conduct and present unit briefings and safety trainings
- Document and process classified materia
Timeline
Client Service Specialist
Glenview Trust Company
04.2023 - 02.2024
Senior Relationship Banker
Truist Bank
07.2022 - 04.2023
Client Relationship Consultant
U.S. Bank
01.2019 - 10.2021
Ticket/Gate Agent
Delta Airlines
04.2017 - 01.2018
Branch Sales & Service Representative
PNC Bank
03.2015 - 10.2019
Customer Service Representative
Fifth Third Bank
11.2013 - 03.2015
Associate of Science - Teacher Preparation
Bluegrass Community And Technical College
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