CHRISTIAN NELSON
Sedro-Woolley
Summary
My goal is to help my clients prosper financially, and I believe that to feel assured about our finances is how we should all be able to live. I strive to make my client's priorities, my priorities and work to gain their trust with every interaction.
Overview
14
14
years of professional experience
Work History
RELATIONSHIP BANKER
BANK OF AMERICA
09.2021 - Current
- Provides a world-class experience in banking, leveraging our Digital 1" philosophy, and an attentive and customer-focused mentality.
- Excels in daily operations, sales, and adheres to financial regulations to ensure a clear, risk-focused, end-to-end process for customers, co-workers, and management.
- I achieved the 'Pinnacle' award in 2024 for reaching and exceeding my goals that entire year, a prestigious honor for which I owe thanks to a great team that has always been held to a higher standard.
- Displays the utmost capability to perform, as seen by consistent 'MEETS/EXCEEDS' annual reviews, as a testament to my commitment to clients and our financial center.
- In the Burlington Financial Center, I helped contribute to our achieving the 'Circle of Excellence' for two years, all the while exceeding my own goals every quarter as well.
CSR(BANK TELLER)
BANK OF AMERICA
09.2015 - 09.2021
- Fostered a work environment built on trust, attention to detail, and professionalism to ensure clients felt taken care of and free from fraud.
- Serviced clients with transactions efficiently while simultaneously providing relevant banking solutions and asking probing questions to uncover their unspoken need.
- Demonstrated daily understanding of current financial regulations and of customer information protection.
- Won 'Top CSR Performer Award 2019' through consistency and dedication to assisting with my client's financial goals.
3RD KEY MANAGER
KITCHEN COLLECTION
11.2011 - 09.2015
- Effectively delegated tasks to provide an efficient and safe work environment.
- Exhibited understanding of all parts of the business as stock manager and would be aware of replenishment of key items.
- Maintained IPT(Items per transaction) of 2.8 and met the needs of my customers with active listening skills.
Education
ASSOC BUSINESS TRANSFER - Business Finance
EVCC
Everett03.2021
Skills
- Conflict Resolution
- Accounting
- Critical Thinking
- Interpersonal Relations
- Client-focused
- Analytical Ability
- Customer relationship management
- Regulatory compliance
- Risk assessment
- Effective communication
Accomplishments
Pinnacle Award 2024
Timeline
RELATIONSHIP BANKER
BANK OF AMERICA
09.2021 - Current
CSR(BANK TELLER)
BANK OF AMERICA
09.2015 - 09.2021
3RD KEY MANAGER
KITCHEN COLLECTION
11.2011 - 09.2015
ASSOC BUSINESS TRANSFER - Business Finance
EVCC