Luke Smith
Belton,TX
Summary
Hard-working business student pursuing the opportunity to further add to hands-on financial services experience. Excellent client relationship management through genuine interaction. Accomplished at performing quantitative data and producing graphs. Flexible and hardworking eager to listen, learn and support superiors.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Services Intern, CS&S
Charles Schwab
06.2024 - 08.2024
- Built relationships with both clients and professionals across the Schwab network
- Viewed issues through the client's eyes and demonstrated emotional intelligence through direct outbound and inbound calls
- Studied for and passed the SIE by utilizing online learning platforms
- Led and took part in a big-picture project, presented to higher-ups in Schwab in order to innovate new ways to champion client goals
Shift Supervisor
Starbucks
08.2023 - 05.2024
- Led a team of 14 employees, trained new hires, and delegated daily tasks and responsibilities.
- Built relations with regular customers through meaningful conversation and genuine care
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Cultivated professional working relationships with both peer and manager.
Summer Camp Counselor
Pine Cove
05.2023 - 07.2023
- Implemented camp activities fostering physical, social, and emotional growth.
- Supported children by actively listening and offering encouragement.
Package Handler
UPS
11.2022 - 01.2023
- Assembled, sealed, and loaded packages into correct trucks.
- Collaborated with other package handlers to provide prompt and accurate delivery of orders.
- Followed verbal and written instructions to properly move and ship products.
Front End Lead
Fieldhouse Fitness Center Llc
04.2021 - 05.2022
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Education
BBA - Business Administration And Management
University of Mary Hardin-Baylor
Belton12.2024
High School Diploma - Science, Technology, Engineering, and Math
Northwest High School
05.2022
Skills
- Client Relations
- Cash Management
- Small Team Management
- Data Interpretation
- Economic forecasting
- Customer Service
- Microsoft Office proficiency
- Project Management
- Financial Management
Certification
- SIE - Securities Industry Essentials (FINRA)
- Microsoft Office Specialist: Expert (2019)
Timeline
Financial Services Intern, CS&S
Charles Schwab
06.2024 - 08.2024
Shift Supervisor
Starbucks
08.2023 - 05.2024
Summer Camp Counselor
Pine Cove
05.2023 - 07.2023
Package Handler
UPS
11.2022 - 01.2023
Front End Lead
Fieldhouse Fitness Center Llc
04.2021 - 05.2022
BBA - Business Administration And Management
University of Mary Hardin-Baylor
High School Diploma - Science, Technology, Engineering, and Math
Northwest High School
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