Mason Bartholomew
Millbrae,CA
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Roving Personal Banker
Wells Fargo
02.2025 - Current
- Identified customer needs by actively listening and asking questions to determine appropriate product offerings.
- Advised customers on the most suitable financial products available based on their individual needs.
- Maintained over a 90% NPS score, 80% NBC presentation score, 100% discover needs rating.
- Identified cross-selling opportunities and recommended banking products and services to customers.
- Educated customers on how to use banking products, services, and other financial solutions.
Sales Associate
Pet Food Express
08.2023 - 12.2024
- Achieved the highest individual CBD sales throughout all 69 store locations. The Millbrae location was the only store to have an above sale total goal for 2024
- Expanded and retained many customer relationships through communication and product knowledge.
- Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates
- Assisted in the development and implementation of marketing initiatives to promote store events and special promotions
- Educated clients on current promotional offerings and products using persuasive selling tactics
- Recommended complementary purchases to customers, increasing revenue.
Packer and Shipper/ Customer Service Representative
Pacific Rubber and Packing
02.2021 - 09.2022
- Picked and packed order items
- Maintained tidy and clean work areas to promote optimal productivity and safety standards
- Stocked shelves, racks, and cases with new or transferred merchandise
- Moved and lifted heavy loads of merchandise
- Used appropriately sized boxes to pack products with care, minimizing shifting and damage during transport
- Managed timely and effective replacement of damaged or missing products
- Guided customers through problems and assisted them while following company protocol.
Education
Associate in Arts (A.A.) - Environmental Marine Biology
Foothill College
Los Altos, California09.2025
High School Diploma - undefined
Capuchino High School
San Bruno, California01.2021
Skills
- Computer and technology knowledge
- Relationship building
- Flexible Schedule
- Adaptability
- Goal oriented
- Relationship building and management
- Time management
- Banking policies and procedures
- Opportunity identification
- Customer Service
Certification
- Branch Banking Atm Certification.
LANGUAGES
English
Fluent
AWARDS
Petfood Express CBD sales leader for 2024
Timeline
Roving Personal Banker
Wells Fargo
02.2025 - Current
Sales Associate
Pet Food Express
08.2023 - 12.2024
Packer and Shipper/ Customer Service Representative
Pacific Rubber and Packing
02.2021 - 09.2022
High School Diploma - undefined
Capuchino High School
Associate in Arts (A.A.) - Environmental Marine Biology
Foothill College