CHARLES HAGGIN
Bellevue,WA
Summary
Customer service driven sales professional, knowledgeable in financial products to support transactional and long-term financial needs. Goal focused and an enthusiastic team player with the ability to multitask in a fast-paced environment. Highly personable with a warm demeanor. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency.
Overview
15
15
years of professional experience
Work History
Preferred Banker
First Republic Bank
03.2021 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Evaluated client financial positions and identified most appropriate banking products.
- Always maintained friendly and professional customer interactions.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Monitored and verified suspicious account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Executed wire transfers, stop payments and account transfers.
- Provided professional services and support, while developing and maintaining strong customer relationships, providing exceptional service and advice to clients.
- Skilled at working independently and collaboratively in a team environment.
- Strengthened communication skills through regular interactions with others.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Learned and adapted quickly to new technology and software applications along with completing all assigned internal control trainings.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Worked with a team of four in the opening of a new banking office and helped to grow to over 160mm in deposits over the course of one year.
Relationship Manager/Lending Specialist
Bank of America
07.2019 - Current
- Build and maintain strategic relationships with new and existing clients while providing high level of expertise resulting into survey results
- Originate home equity lines of credit based on client needs, all designed to manage expenses, build wealth, manage debt, or buy a home
- Generate and increase new business and referral clients in partnership with financial advisors and branch team by 20%
- Communicate regularly with clients to understand financial needs, evaluate current product use and cross-sell new products
- Delivering a personalized and rewarding experience for clients by executing a variety of defined client engagement strategies
- Utilize prospecting techniques to identify potential clients and create opportunities to sell financial services.
Internet Sales Manager
Brotherton Cadillac Buick GMC
12.2016 - 06.2019
- Maintained weekly sales tracking reports, supported operational enhancement, and exceeded sales plans by 50%
- Deepening client relationships through relationship calling, in person conversations, and follow up
- Managed a portfolio of 50-100 clients and providing exceptional client care to boost sales and customer satisfaction
- Answered average of 50 calls, emails, and faxes per day, addressing customer inquiries, solving problems and providing new product information
- Arranged accommodations and travel plans for visitors and presented updated itineraries and initiate key partnerships which resulted in 22% revenue growth.
Client Account Manager
Quote Wizard Inc
12.2015 - 11.2016
- Client account management and settling client complaints/disputes
- Monitored and reconciled payment transactions and coordinated payments with clients
- Responsible for increasing lead sales by 30% YOY
- Minimized financial risks, liabilities, and worker's compensation claims by coordinating corrective actions
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
Manager
CrossFit Bellevue
02.2011 - 12.2015
- Managed a team of 5 coaches to train functional movement to clients of all ages
- Supported clients to achieve person fitness goals
- Programmed custom daily workouts for adults and children
- Educated new clientele about CrossFit movements in the ramp-up program to prevent injury.
Private Security Officer
Andrews International Security Company
03.2009 - 02.2011
- Provided a high level of protection for private clients by working as part of an elite security team
- Ensured that confidentiality is maintained along with outstanding customer service
- Monitored all perimeter and interior areas to assure they are proper in appearance and that security standards were maintained at a high level
- Implemented contingency plans for all threats or crisis matters by controlling access to properties, deter intruders, and managed early-warning detection systems.
Education
Bachelors of Society, Ethics, and Human Behavior -
UNIVERSITY OF WASHINGTON
Seattle, WASkills
- Building rapport and relationships
- Financial planning
- Customer service and retention skills
- Proactive task and project manager
- Objection handling and negotiating
- Pipeline building
- Risk Analysis
- Customer profiling and assessment
- Solution focused sales approach based on customer need
- Salesforce, Workday, Microsoft Office
- Bank Sales
- Educating clients
- ATM balancing
Timeline
Preferred Banker
First Republic Bank
03.2021 - Current
Relationship Manager/Lending Specialist
Bank of America
07.2019 - Current
Internet Sales Manager
Brotherton Cadillac Buick GMC
12.2016 - 06.2019
Client Account Manager
Quote Wizard Inc
12.2015 - 11.2016
Manager
CrossFit Bellevue
02.2011 - 12.2015
Private Security Officer
Andrews International Security Company
03.2009 - 02.2011
Bachelors of Society, Ethics, and Human Behavior -
UNIVERSITY OF WASHINGTON
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