Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Christian Sullivan

Carteret

Summary

Accomplished Personal Banker at Wells Fargo, recognized for superior client relationship management and exceptional customer service. Leveraged financial product knowledge and interpersonal skills to exceed performance metrics and enhance client retention. Driven to help clients make responsible and financially beneficial decisions. Proficient in regulatory compliance and banking software, demonstrating a high level of professionalism and a positive attitude in fast-paced environments.

Overview

2025
2025
years of professional experience
1
1
Certification

Work History

Personal Banker

Wells Fargo
10.2023 - Current
  • Utilize strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assist customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintain compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generate new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improve customer satisfaction by providing personalized banking solutions and exceptional service.
  • Manage deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promote financial products by maintaining excellent service offering knowledge.
  • Deliver comprehensive financial advice, strengthen client relationships and promote long-term loyalty.
  • Exceed individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Cross-sell bank products and services to meet customer needs and provide options.
  • Boost sales of bank products through effective cross-selling and up-selling techniques.
  • Enhance client retention with proactive follow-ups and timely resolution of account issues.

Personal Banker

Wells Fargo
05.2023 - 10.2023
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.

Personal Banker

Wells Fargo
7 2022 - 5 2023
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.

Teller

Wells Fargo Bank
11 2020 - 7 2022
  • Maintain teller drawer to perform bank transactions.
  • Complete highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Identify sales opportunities and refer customers to branch partners in financial services.
  • Coordinate with coworkers and managers to resolve difficult and high-level customer issues.
  • Greet and engage each customer, and tend to any of their financial needs in a kind, courteous manner.
  • Count and package currency and coins.
  • Build and strengthen customer relationships by leveraging excellent interpersonal and communication skills.
  • Monitor customer behaviors and uphold strict protocols to prevent theft of assets.
  • Check amount details and fraud markers for transaction papers such as checks and money orders.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Recognized through Wells Fargo's "On The Watch" program for recognizing and preventing fraudulent transactions.

Teller

Wells Fargo Bank
03.2019 - 11.2020
  • Maintain teller drawer to perform bank transactions.
  • Complete highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Identify sales opportunities and refer customers to branch partners in financial services.
  • Coordinate with coworkers and managers to resolve difficult and high-level customer issues.
  • Greet and engage each customer, and tend to any of their financial needs in a kind, courteous manner.
  • Count and package currency and coins.
  • Build and strengthen customer relationships by leveraging excellent interpersonal and communication skills.
  • Monitor customer behaviors and uphold strict protocols to prevent theft of assets.
  • Check amount details and fraud markers for transaction papers such as checks and money orders.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Recognized through Wells Fargo's "On The Watch" program for recognizing and preventing fraudulent transactions.

Firefighter Recruit

Jersey City Fire Department
07.2017 - 11.2017
  • Control, contain, and extinguish fires
  • Assist with equipment maintenance and upkeep
  • Learned to asses victim needs and provide life support services during medical emergencies

(Injured while enrolled in the Morris County Fire Academy)

Cashier

CVS Health
10.2013 - 05.2016
  • Required the ability to work in a fast paced environment
  • Provide excellent customer service to each oncoming customer
  • Recognized often for providing excellent customer service to customers via interaction and through store surveys
  • Operate a cash register and handle money/checks fluently
  • Price merchandise utilizing price guns
  • Stock shelves
  • Maintain a clean and neat working environment

Education

High School Diploma -

Carteret High School
Carteret, NJ
2014

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Middlesex County College
Edison, NJ

Skills

  • Relationship Building
  • Exceptional Customer Service
  • Customer Satisfaction
  • Client Relationship Management
  • Positive Attitude
  • Regulatory Compliance
  • Opportunity Identification
  • Professional Appearance
  • Financial Planning
  • Business Development
  • Fast learner
  • Excellent communication and interpersonal skills to establish rapport with clients
  • Sound knowledge of banking products, services, and financial principles
  • Proficient in using banking software systems and conducting financial transactions
  • Ability to work in a fast-paced environment with accuracy and attention to detail
  • High level of professionalism, integrity, and ethical conduct
  • Familiarity with regulatory and compliance requirements in the banking industry
  • Self-motivated
  • Resourceful team player who excels at building trusting relationships with coworkers and peers
  • Strong Account Analysis Skills
  • Cash Handling Expertise
  • Fraud prevention
  • Branch operations

Certification

  • BLS Provider (CPR and AED)
  • FEMA (NIMS) Introduction
  • FEMA ICS-100
  • Firefighter 1
  • Notary Public

Timeline

Personal Banker

Wells Fargo
10.2023 - Current

Personal Banker

Wells Fargo
05.2023 - 10.2023

Teller

Wells Fargo Bank
03.2019 - 11.2020

Firefighter Recruit

Jersey City Fire Department
07.2017 - 11.2017

Cashier

CVS Health
10.2013 - 05.2016

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Middlesex County College

Personal Banker

Wells Fargo
7 2022 - 5 2023

Teller

Wells Fargo Bank
11 2020 - 7 2022

High School Diploma -

Carteret High School
Christian Sullivan