Summary
Overview
Work History
Education
Skills
Affiliations
Languages
References
Timeline
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Clayton Spencer

Champaign,Illinois

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

3
3
years of professional experience

Work History

Wealth Management Administrator

Fisher National Bank
Champaign, IL
01.2024 - Current
  • Performed data entry tasks into computer databases from paper documents.
  • Answered incoming calls and responded to client inquiries.
  • Ensured that all paperwork was completed accurately before submission deadlines.
  • Attended training sessions related to industry regulations, products, services and best practices.
  • Created reports summarizing investment activity for clients on a regular basis.
  • Supported advisors during client meetings by taking notes, providing relevant data points or responding to questions.

Customer Service Representative

Fisher National Bank
Champaign, IL
05.2021 - 01.2024
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Developed strong customer relationships to encourage repeat business.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.

Education

Bachelor of Science - Applied Health Sciences

University of Illinois At Urbana-Champaign
Champaign, IL
05-2024

Minor - Gies College of Business

University of Illinois At Urbana-Champaign
Champaign, IL
05-2024

Skills

  • Portfolio Management
  • Paperwork Processing
  • Client Relations
  • Data Entry
  • Account Updating
  • Follow-Up Skills

Affiliations

  • UIUC SBA Member (Sports Business Association)
  • GameDay USA Baseball Summer Intern

Languages

Spanish
Professional

References

References available upon request.

Timeline

Wealth Management Administrator

Fisher National Bank
01.2024 - Current

Customer Service Representative

Fisher National Bank
05.2021 - 01.2024

Bachelor of Science - Applied Health Sciences

University of Illinois At Urbana-Champaign

Minor - Gies College of Business

University of Illinois At Urbana-Champaign

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Clayton Spencer