Christian Crawford
Portland,OR
Summary
I deliver a 'red carpet" customer service experience centered around identifying client needs and providing tailored solutions to their unique needs. Accomplished by a strong understand of offered products and services, as well as a bold and outcome-centric approach to customer service, I provide a client experience focused in advice, growth, and relationship.
Utilizing a careful attention to detail, adherence to policies and regulations, and desire to produce the best client outcomes, I produce work that is consistent, accurate, and representative of the very best of what any client should expect. Finally, and ultimately, I have a personal desire to help other people improve their financial health. To achieve this, I make it my goal to connect with every client I work with to establish a deepened and trusted relationship that allows me to utilize the resources at my disposal to better serve my clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo Bank, N.A.
Clackamas, OR
10.2023 - Current
- Developed relationships with consumer and commercial clients focused on matching relevant products ands services to assessed needs
- Performed opening & maintenance services upon Consumer and Small Business accounts
Associate Team Lead
H&R Block
Portland
12.2022 - Current
- Managed an office of 10 tax professionals & receptionists, coordinated operations, schedules, and appointments to meet client needs and drive sales
- Analyzed metrics daily, incorporated strategies to meet and exceed performance targets
- Provided individual coaching to associates to target development of operational and client service skills
- Led outbound call campaigns by creating and implementing new methods to drive new sales and close existing ones, while also focusing on bolstering client outreach and retention
- Utilized an understanding of finance, banking, and taxes to help clients reconcile financial matters from simple accounts to complex life events, including retirement and investments
- Developed sales-oriented action plans, educational materials, and risk operating procedures to the approval of district and regional management.
Bank Teller
Wells Fargo
Portland
05.2022 - 10.2022
- Completed consumer & commercial banking transactions with accuracy, maintaining personal responsibility for $40,000 in a cash drawer
- Provided dedicated customer service, communicated clearly and empathetically, and treated all customers as high-value clients
- Educated customers on the use of online and mobile banking services
- Identified customer needs, built rapport, and referred customers to the appropriate associate / department based on in-depth knowledge of products and services offered
- Adhered to both internal protocols and industry regulations
- Completed each and every transaction with integrity.
Assistant Teacher
MCGF
Portland
09.2020 - 03.2022
- While leading and providing support for a classroom of 16 children aged 2-5 years, utilized skills of communication, patience, and empathy
- Strictly followed best practices and Oregon Early Learning Division licensing requirements
- Resolved conflicts and problem solved, while working with colleagues in an energized environment to strategize, execute, and reflect.
Sound & Recording Engineer
Bathrobe Records
Portland
02.2019 - 02.2020
- Built and nurtured client relationships independently both in person and via prompt professional email communication
- Worked with a team to strategize and implement client acquisition methods in a diverse and growing local market
- Managed the company social media page and website with a creative focus on prospective client outreach
- Successfully organized and marketed events that resulted in increased clientele and sales.
Skills
- Operational Risk Management
- Relationship Development & Management
- Retail Sales
- Consumer Financial Guidance
- Small Business Banking
Certification
- FINRA Securities Industry Essentials (SIE)
- Wells Fargo & Moody's Analytics - Credit College
Timeline
Personal Banker
Wells Fargo Bank, N.A.
10.2023 - Current
Associate Team Lead
H&R Block
12.2022 - Current
Bank Teller
Wells Fargo
05.2022 - 10.2022
Assistant Teacher
MCGF
09.2020 - 03.2022
Sound & Recording Engineer
Bathrobe Records
02.2019 - 02.2020
- FINRA Securities Industry Essentials (SIE)
- Wells Fargo & Moody's Analytics - Credit College
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