Gage Jackson
Consumer And Small Business Banker
Salisbury,NC
Summary
Business Associate supporting clients and serving as primary business contact. Excel in building relationships with clients, identifying new business opportunities, handling client communication and communicating business offerings to customers. Skilled leader during business meetings and making sales field visits. Strong business acumen, attention to detail, excellent communication, and interpersonal skills.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
Work History
Personal Banker
Wells Fargo
07.2023 - Current
- Cross-sold bank products and services to meet customer needs and provide options.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Effectively established meaningful and lasting relationships with partners and colleagues for referrals to ensure customers needs were most accurately met.
Licensed Insurance Agent
Allstate
07.2021 - 07.2023
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout policy lifecycles.
Sales Associate
Academy Sports and Outdoors
06.2020 - 07.2021
- Built relationships with customers to encourage repeat business.
- Solved customer challenges by offering relevant products and services.
- Participated in team meetings and training sessions regularly for continuous professional development within the retail industry.
- Engaged with customers to effectively build rapport and lasting relationships.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
Education
High School Diploma -
East Rowan High School
Salisbury, NC 08.2016 - 06.2020
Skills
Customer Service
Financial product knowledge
Branch operations
Banking
Customer Satisfaction
Relationship building and management
Positive Attitude
Cash Handling
Attention to Detail
Opportunity Identification
Wealth Management
Timeline
Personal Banker
Wells Fargo
07.2023 - Current
Licensed Insurance Agent
Allstate
07.2021 - 07.2023
Sales Associate
Academy Sports and Outdoors
06.2020 - 07.2021
High School Diploma -
East Rowan High School
08.2016 - 06.2020
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