CHRISTOPHER THOMAS
Fresno,TX
Summary
Accomplished banking and sales professional with over 21 years in financial services and business development. Expertise in optimizing operations, and building strong client relationships. Experienced in leveraging banking systems, CRM platforms, and analytical tools to drive revenue growth and execute strategic initiatives.
Flexible hard worker ready to learn and contribute to team success.
Resourceful professional in financial services, known for high productivity and efficient task completion. Specialized in risk assessment, regulatory compliance, and customer service. Excel using communication, problem-solving, and adaptability skills to achieve goals and meet client needs.
Overview
2
2
years of post-secondary education
26
26
years of professional experience
Work History
Personal Banker (DMLO)
PNC Bank, NA
Houston, TX
08.2025 - Current
- Drove branch growth through targeted business development, referrals, and effective cross-selling.
- Build client relationships and provide personalized banking, lending, and financial solutions.
- Conduct financial needs assessments. ensure regulatory compliance, and support branch operations while delivering exceptional customer service
Personal Banker / Business Advocate
WELLS FARGO BANK / WACHOVIA BANK
Pearland, TX
01.2010 - 04.2025
- Delivered customized banking solutions, enhancing financial well-being for individuals and small businesses.
- Developed and maintained comprehensive financial plans, ensuring alignment with client goals for improved financial stability.
- Analyzed financial data to recommend personalized product offerings, increasing client satisfaction and engagement.
- Increased portfolio revenue through consultative selling and cross-functional collaboration.
- Cultivated and retained a loyal customer base through relationship-building strategies.
Financial Specialist / Service Banker
WACHOVIA BANK
Houston, TX
01.2006 - 01.2010
- Led banking operations during post-acquisition transition to Wells Fargo.
- Consistently exceeded sales targets and service-level benchmarks.
- Oversaw teller and customer service teams to ensure operational compliance and efficiency.
- Opened personal accounts using Wachovia banking systems and verification procedures.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Business Account Manager
VERIZON WIRELESS
Houston, TX
03.2002 - 10.2005
- Managed B2B accounts, providing tailored wireless solutions to meet client needs.
- Improved customer retention through tailored support and technical knowledge.
- Streamlined billing procedures and enhanced service offerings for improved customer satisfaction.
Sales Manager
CREATIVE WIRELESS INC.
Houston, TX
02.2001 - 02.2002
- Adjusted sales strategies through trend analysis to increase profitability.
- Managed recruitment and training of retail sales teams to drive performance.
- Resolved escalated client issues, leading to improved team productivity.
Education
Bachelor of Science - Business Administration
University of Phoenix
Houston, TX 06.2015 - 05.2017
Skills
- Regulatory Compliance
- Financial Analysis & Reporting
- Financial planning expertise
- Budget Management & Forecasting
- Revenue & Profit Growth
- Operational Efficiency
- Relationship Management
- Cross-functional collaboration
- Team Leadership & Development
- Banking systems experience
- CRM tools expertise
- Microsoft Office proficiency
- Virtual collaboration tools
- Customer experience management
- Strategic Planning & Execution
Timeline
Personal Banker (DMLO)
PNC Bank, NA
08.2025 - Current
Bachelor of Science - Business Administration
University of Phoenix
06.2015 - 05.2017
Personal Banker / Business Advocate
WELLS FARGO BANK / WACHOVIA BANK
01.2010 - 04.2025
Financial Specialist / Service Banker
WACHOVIA BANK
01.2006 - 01.2010
Business Account Manager
VERIZON WIRELESS
03.2002 - 10.2005
Sales Manager
CREATIVE WIRELESS INC.
02.2001 - 02.2002