- Avid Reader
- Enjoy participating in running and going to the gym for overall physical and mental well-being
- Learning new cooking techniques and expanding my culinary skills
- 3D Printing
- Adventure Travel
- Creative Design/Cosplay
David Eldredge
St. Petersburg
Summary
Dynamic Universal Banker with a proven track record at BayFirst Financial, excelling in building customer relationships and driving financial product sales. Recognized as a top performer in Wealth Advisor referrals, I leverage strong financial advising skills to meet client needs and achieve branch goals while enhancing operational efficiency.
Overview
4
4
years of professional experience
Work History
Universal Banker
BayFirst Financial
04.2023 - Current
Generated cross sales by finding and meeting client need.
Worked with clients to help them achieve their financial goals by building relationship.
Use conflict resolution skills and explain bank policies, products, and services in a way the customer can understand.
Regularly assisted ABM with monthly audits
Work collaboratively with a team to accomplish individual and branch goals..
Handled a healthy mix of walk ins, appointments, phone calls, and external requests.
Universal Banker
Achieva
04.2021 - 03.2023
Helped uncover client needs and built rapport with clients.
Was top performer in branch for Wealth Advisor referrals and scored number one company wide Intermittently.
Helped as needed between a busy lobby and teller line to keep wait times low.
Assisted the ABM with monthly audits
Education
Master of Science - Business Administration
St. Petersburg College
Clearwater, FL05-2020
Skills
- Build Customer relationships
- Financial advising
- Loan origination
- Deposit processing
- Transaction processing
- Financial product sales
- Wealth management
- Meet previously unknown customer needs
Accomplishments
- Developed new account opening tracking excel worksheet which was used company wide.
- Consistently top performing in wealth advisor referrals
- Top in branch production in 2023 & 2025
Interests
Timeline
Universal Banker
BayFirst Financial
04.2023 - Current
Universal Banker
Achieva
04.2021 - 03.2023
Master of Science - Business Administration
St. Petersburg College
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