Summary
Overview
Work History
Education
Skills
Timeline
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Christopher Dome

Christopher,CA

Summary

Dynamic financial professional with extensive experience in the banking Industry, excelling in cash flow management and relationship building. Proven track record of exceeding sales targets while delivering exceptional client advocacy. Skilled in retirement planning and fraud prevention, fostering trust and loyalty among clients through effective communication and tailored financial solutions.

Overview

24
24
years of professional experience

Work History

Personal Financial Advocate, Sr-

Kinecta Federal Credit Union
10.2021 - Current
  • Demonstrated a high level of professionalism and integrity when working with members, always striving to provide the best possible advocacy on their behalf.
  • Building strong relationships with Kinecta FCU members, identifying their needs and promoting products and services that meet their financial goals.
  • Consistently tracked client progress and made adjustments as needed, ensuring the most effective use of available resources and maximizing results.
  • Educating Kinecta FCU members on credit union products and services, promoting options that meet their financial needs.

Relationship Banker/Supervisor

Umpqua Bank
05.2020 - 10.2021

• Partnering with my BNI group, and the Newport Chamber of Commerce.

• Meeting and exceeding deposit & lending goals.

• Building new business relationships, deepening existing relationships.

• Utilizing Umpqua Banks top 100 lead list to deepen relationships with existing clientele

• Opening new Business accounts; credit cards, lines of credit, Equipment Financing, Construction Loans, Mortgage Loans.

• Adhering to Umpqua Banks policy and procedures guidelines to ensure we are in compliance.

Business Banking Specialist

First Bank
05.2018 - 05.2020

• Developed and maintained strong relationships with a diverse portfolio of First Banks business clients across various industries.

• Provided expert guidance on a range of First Banks products & services. Including loans, lines of credit, and treasury management services.

• Consistently exceeded sales targets and achieved high levels of business and consumer client satisfaction.

  • Provided leadership and direction to grow team portfolio and increase revenue.

Personal Banker/Small Business Specialist

Wells Fargo Bank, N.A.
01.2015 - 05.2018
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Consistently exceeding my monthly, and quarterly customer service goals
  • 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.

Private Client Investment Associate

U.S. Bank
10.2007 - 01.2015
  • Collaborated with portfolio managers to construct customized investment portfolios, aligning with clients'' risk tolerance and financial goals.
  • Developed and delivered presentations to clients on financial planning and investment strategies..
  • Improved team efficiency by streamlining internal processes for account opening, trading executions, and account maintenance tasks.
  • Developed new business and expanded existing customer relationships
  • Managed operational risks by implementing effective controls within the team''s workflow procedures and protocols.

Customer Service Specialist

Union Bank of California
07.2005 - 10.2007
  • Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer''s needs.
  • Managed high call volume while maintaining a courteous and professional demeanor.
  • Counted money in drawers at beginning and end of each shift.
  • Managed returns and exchanges with efficiency, minimizing any inconvenience to customers while adhering to company policies.
  • Resolved customer complaints with professionalism and empathy, ensuring repeat business and loyalty.
  • Handled complex situations involving dissatisfied customers professionally diffusing tension and ultimately retaining their loyalty.

Account Sales Representative

Frito-Lay
02.2001 - 07.2005
  • Developed and implemented sales strategies to increase revenue.
  • Presented product demonstrations to prospective grocery chains, showcasing the benefits and features of our offerings.
  • Provided ongoing support for existing clients, addressing concerns, resolving issues, and maintaining high levels of satisfaction.
  • Developed targeted account strategies to achieve company sales goals and objectives.

Education

BBA - Business Administration And Management

CSUF
Fullerton, CA

Associate of Arts - Banking and Finance

Cypress College
Cypress, CA

Skills

  • Cash flow management
  • Fraud prevention
  • Retirement planning
  • Portfolio management

Timeline

Personal Financial Advocate, Sr-

Kinecta Federal Credit Union
10.2021 - Current

Relationship Banker/Supervisor

Umpqua Bank
05.2020 - 10.2021

Business Banking Specialist

First Bank
05.2018 - 05.2020

Personal Banker/Small Business Specialist

Wells Fargo Bank, N.A.
01.2015 - 05.2018

Private Client Investment Associate

U.S. Bank
10.2007 - 01.2015

Customer Service Specialist

Union Bank of California
07.2005 - 10.2007

Account Sales Representative

Frito-Lay
02.2001 - 07.2005

BBA - Business Administration And Management

CSUF

Associate of Arts - Banking and Finance

Cypress College
Christopher Dome