Tristan Wigg
Corpus Christi
Summary
Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.
Overview
3
3
years of professional experience
Work History
Personal Banker 3
Value Bank Texas
07.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Server Team Lead
El Camino
12.2021 - 07.2024
- Oversaw daily operations of service team, delegated tasks, and trained new staff.
- Handled table service and other dining room tasks to address shortfalls due to unexpected absences or unusual service volumes.
- Enhanced customer satisfaction by promptly addressing concerns and providing personalized solutions.
- Maximized guest satisfaction by maintaining high-quality food presentation and ensuring prompt service.
Sales Associate
LZN Solutions
10.2023 - 01.2024
- Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of the business and products offered to benefit customer.
- Explained features and advantages of AT&T products or services to promote sales.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Stayed current on company offerings and industry trends.
Education
BBA - Finance
Texas A&M University- Corpus Christi
Corpus Christi, TX12-2024
Skills
- Relationship building
- Customer service
- Banking policies and procedures
- Financial advising
- Opportunity identification
- Financial services
Timeline
Personal Banker 3
Value Bank Texas
07.2024 - Current
Sales Associate
LZN Solutions
10.2023 - 01.2024
Server Team Lead
El Camino
12.2021 - 07.2024
BBA - Finance
Texas A&M University- Corpus Christi
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