Gregory Clayton Phelps

• Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
• Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
• Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
• Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
• Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
• Developed reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
• Conducted research to answer questions and handle issues using multiple systems and resources.
• Analyzed potential investment opportunities using comprehensive research methods to provide valuable insights to clients.
• Completed training programs to remain updated and further develop proficiency of important industry information.
• Strengthened client trust and retention, conducting personalized portfolio reviews and adjustments in response to market changes.

• Increased customer service ratings significantly through personable service.
• Promoted a positive work environment fostering teamwork among employees across all departments within the establishment.
• Optimized staffing schedules based on expected occupancy rates, maximizing productivity without compromising on service quality.
• Collaborated with various departments to achieve operational excellence, boosting overall guest experience quality.
• Managed daily operations for a smooth functioning of the establishment, ensuring high-quality service delivery.
• Organized special events and promotions, resulting in increased bookings and repeat business.
• Increased revenue by developing and implementing innovative marketing strategies to attract new customers.
• Maintained well-regarded concierge services to provide guests with assistance and convenient information about local attractions.
• Handled guest complaints and offered complimentary services to maintain high guest satisfaction rates.
• Implemented successful upselling initiatives that contributed to an increase in average spend per customer visit.

• As a PNC Financial Sales Consultant, I have been successful in growing PNC retail banking organization evident by sales each quarter and client evaluations
• In my role, I identify the Financial Needs of our clients and recommend PNC benefits to meet solutions to uncover the clients financial needs
• Financial well being is uncovered by using conversation, sales experience, benefit and product knowledge, and willingness to consultatively guide client issues towards quick resolution
• Being committed to market leadership in benefits, technology, and service backed by state-of-the-industry software, call-desk support, and training resources
• In past experiences with our PNC and District and Branch Manager's have allowed me to grow networks and contact relationships to develop a strong sales pipeline
• Proven track record of responsibility, integrity and commitment to company objectives.

As a personal banker, I devoted much of my day to building long term relationships with our clients in person and by phone to ascertain their needs

• Offered and sold financial benefits and solutions to clients and small business clients
• Open deposit accounts, handle loan applications, and manage various client service requests
• Provided financial and credit services to clients, including consumer checking /savings accounts and home equity loans and personal loans
• Managed client portfolio, serviced relationships and cross-sold financial benefits to acquire 100% of the client’s business
• Scheduling, transaction approval, teller training and teller supervision
• Responds to inquiries/problems and handling more complex services/transactions
• Which requires patience, attention to detail, and the ability to follow procedures
• Reaching out into the community by placing outbound phone calls to existing clients, visiting businesses, attending educational seminars
• Provided in service on delivery of Sales Seminars to two Regions of Washington Mutual.

• Creating sales by store front, and helping market business through communication channels
• Building relationships in the community by visiting local businesses, attending Chamber meetings and working on marketing and advertising strategies with newspapers and television stations to bring in local business.