Walter Fletcher
Everett,WA
Summary
Client-focused banking professional with a consultative approach to financial solutions, pursuing a transition into wealth management. Skilled in identifying client goals, delivering tailored recommendations, and building long-term relationships that support financial growth. Proven ability to proactively develop client relationships and deliver solutions that drive measurable financial outcomes.
Overview
16
16
years of professional experience
Work History
Premier Client Relationship Consultant
U.S. Bank
Seattle, WA
08.2021 - Current
- Analyzed client financial needs to deliver tailored banking solutions, strengthening overall financial strategies
- Provided consultative, goal-based guidance on financial products and services to support long-term wealth building and retention
- Generated and facilitated strategic referrals to Wealth Management, Mortgage, and Business Banking partners, deepening relationships and positioning U.S. Bank as clients’ primary financial provider
- Partnered with leadership and to identify opportunities and implement process improvements that enhanced client experience and operational efficiency
Supervisor
Total Wine & More
Seattle, WA
06.2018 - 06.2021
- Managed store operations, including opening and closing procedures as the sole manager on duty, while supervising a team of 5–15 employees
- Led sales and cashiering teams to drive operational efficiency and deliver strong customer service
- Developed and implemented training programs to improve team performance and product knowledge
- Executed sales strategies that contributed to consistent year-over-year revenue growth
- Streamlined web order fulfillment processes during 2020 spike in demand, improving speed and accuracy
- Provided expert guidance on wine and spirits, enhancing the customer experience and driving sales
Insurance Sales Producer
Family First Insurance
Lynwood, WA
03.2017 - 06.2018
- Conducted 200 weekly prospecting calls, quoting auto, home, and life insurance to expand the client base
- Presented insurance solutions to potential clients, highlighting key benefits and features to drive interest and increase sales
- Advised clients on tailored insurance policies to meet specific needs, improving understanding and coverage satisfaction
- Built strong client relationships to enhance overall satisfaction and foster long-term loyalty
Call Center Supervisor
Capital One Investing
Seattle, WA
03.2010 - 06.2016
- Supervised a team of 20 associates supporting clients with technical and investment inquiries, delivering a high-quality, client-focused service experience
- Monitored call quality and provided feedback to enhance client interactions, ensuring clear, accurate, and compliant guidance
- Coached staff to build stronger client relationships while meeting sales, productivity, and service goals
- Resolved complex 2nd- and 3rd-level client escalations, delivering timely, fair outcomes aligned with industry regulations and firm policies
Education
Bachelor of Science - Technical Management
DeVry University
Bellevue, WA02-2011
Skills
Build and maintain strong client relationships while identifying opportunities to grow and deepen business
Communicate effectively about wealth strategies and financial solutions in a client-focused, approachable way
Apply foundational knowledge of financial products and planning concepts to support client needs
Analyze complex situations and develop practical, well-reasoned solutions
Exercise sound judgment and make independent decisions in a fast-paced environment
Collaborate and present ideas clearly through strong written, verbal, and presentation skills
Timeline
Premier Client Relationship Consultant
U.S. Bank
08.2021 - Current
Supervisor
Total Wine & More
06.2018 - 06.2021
Insurance Sales Producer
Family First Insurance
03.2017 - 06.2018
Call Center Supervisor
Capital One Investing
03.2010 - 06.2016
Bachelor of Science - Technical Management
DeVry University