Charlton LaFitte
Columbia,SC
Summary
I help my customers reach their financial goals and dreams by providing long-term vision and building lifelong relationships.
Overview
12
12
years of professional experience
Work History
Senior Relationship Banker
Synovus
Columbia
07.2024 - Current
- I meet my customers personal and small business banking needs through relationship building, while leveraging the Synovus suite of banking and lending products.
Senior Relationship Banker
Synovus
Mount Pleasant, SC
03.2022 - 07.2024
- Met my customers personal and small business banking needs through relationship building, while leveraging the Synovus suite of banking and lending products.
Relationship Banker
Wells Fargo
Mount Pleasant, SC
10.2021 - 02.2022
- Met my customers personal and small business banking needs through relationship building, while leveraging the Wells Fargo suite of banking and lending products.
Financial Representative
Northwestern Mutual
Charleston, SC
12.2019 - 09.2021
- Helped my clients reach their financial goals and dreams by planning for the future, implementing the highest quality solutions, and fostering long-term relationships.
Client Relations Coordinator
Northwestern Mutual
Charleston, SC
08.2016 - 11.2019
- Was responsible the service of the 6500+ orphan clients in our region. I provided the highest level of consultative service, and connected clients with advisors whose specialties best fit their financial needs.
Sales Associate
Tucker Payne Antiques
Charleston, SC
01.2014 - 07.2016
- Worked as a jack of all trades with the business owner to manage the retail space, inventory, and warehouse facility.
Education
Bachelor of Arts - History
College of Charleston
Charleston, SCSkills
- Sales
- Microsoft Office
- Communication skills
- Organizational skills
- Underwriting
- Financial services
- Insurance sales
- Banking
- Lending
- Small business lending
- Cold Calling
- Cross-selling techniques
- Client relations
- Client acquisition
Timeline
Senior Relationship Banker
Synovus
07.2024 - Current
Senior Relationship Banker
Synovus
03.2022 - 07.2024
Relationship Banker
Wells Fargo
10.2021 - 02.2022
Financial Representative
Northwestern Mutual
12.2019 - 09.2021
Client Relations Coordinator
Northwestern Mutual
08.2016 - 11.2019
Sales Associate
Tucker Payne Antiques
01.2014 - 07.2016
Bachelor of Arts - History
College of Charleston