Summary
Overview
Work History
Education
Skills
Awards & Acknowledgements
Timeline
Generic

Sean Creal

Indianapolis,Indiana

Summary

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Overview

6
6
years of professional experience

Work History

Client Solution Specialist SR

PNC Private Bank
01.2024 - Current
  • Primary client and advisor contact for banking, investment, and fiduciary services.
  • Processed transactions, account maintenance, inquiries, and risk management with 100% compliance.
  • Partnered with internal teams to deliver seamless, client-focused service.
  • Verified documentation and executed complex client implementations.
  • Resolved escalated service issues quickly and effectively.
  • Maintained accurate client and account data; prepared detailed reports.
  • Supported sales efforts through materials prep, follow-up, and execution.
  • Managed multiple priorities in a fast-paced, high-volume environment.

Branch Banker

PNC Bank
11.2022 - 01.2024
  • Resolved client issues by researching in PNC systems to locate information gaps and escalated when necessary.
  • Facilitated client meetings virtually and in person to propose solutions based on individual needs.
  • Participated in Business Banking meetings to understand strategy and promote relevant banking products.
  • Oversaw KYC process, processed loan/credit applications, and ensured compliance with risk protocols.
  • Exceeded sales goals by booking 30 credit cards in 2023, ranking top 2 in the region for March.
  • Fostered strong client relationships through active listening and timely communication.

Sales Representative (Remote)

American Income Life
05.2019 - 11.2022
  • Identified client needs to design and recommend tailored insurance programs.
  • Built client relationships through networking, cold calling, and virtual communication.
  • Reviewed policy applications with underwriters to reduce delays and improve customer experience.
  • Analyzed sales trends, retention, and loss ratios to identify areas for team improvement.
  • Increased sales by 15% through training, mentorship, and clear client education.

Education

Core 40 Diploma -

Perry Meridian High School
Indianapolis, IN
06.2018

Skills

Product knowledge

  • Software troubleshooting
  • Problem Solving
  • Process Management
  • Sales/Service Support and Administration
  • Relationship building and management
  • Critical Thinking
  • Effective Communication
  • Flexibility and Adaptability

Awards & Acknowledgements

Top Producer Award (2021): Recognized among the top 5% of agents nationwide for overall sales volume and client retention., Rising Star Award (2020): Honored for outstanding performance in first full year, exceeding $100K in policy sales within 12 months., Elite Client Retention Award (2021): Achieved a client retention rate of over 90%, reflecting exceptional post-sale service and client satisfaction.

Timeline

Client Solution Specialist SR

PNC Private Bank
01.2024 - Current

Branch Banker

PNC Bank
11.2022 - 01.2024

Sales Representative (Remote)

American Income Life
05.2019 - 11.2022

Core 40 Diploma -

Perry Meridian High School

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