LAWTON BULLOCK
RALEIGH,NC
Summary
Enthusiastic and energetic Customer Advocate looking for a dynamic, fast-paced position. Exceptional multitasking, prioritization and organizational abilities. Adaptable and focused with an unparalleled work ethic and dedication to providing top-notch customer service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Customer Associate
Fidelity Investments
10.2022 - Current
- Handled a variety of situations and conversations driving towards a resolution suitable for all
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Led zooms for multiple new hire classes to set an example of what calls, and service should sound like
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Personal Banker
Fifth Third Bank
09.2021 - 10.2022
- Communicated effectively with clientele to maintain customer satisfaction and loyalty
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
Education
Bachelor of Science - Cybersecurity
WGU
North Carolina 12.2024
Skills
- Business Development
- CRM Management
- Relationship Building
- Opportunity Identification
- Resourcefulness
- Data Management
Certification
- SIE
- Data Analytics Certificate
- Registered Scrum Master
Timeline
Financial Customer Associate
Fidelity Investments
10.2022 - Current
Personal Banker
Fifth Third Bank
09.2021 - 10.2022
Bachelor of Science - Cybersecurity
WGU