Summary
Overview
Work History
Education
Skills
Timeline
background-images

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
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
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
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
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
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
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, SC

Skills

  • 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
Charlton LaFitte