Wickelson Clerville
Summary
Sales-focused banking professional and Economics student with experience in financial services, cross-selling, account management, and relationship building. I enjoy working with people, understanding what they need, and helping them find the right products or solutions. Eager to continue developing my sales skills and pursue a long-term career in Tech and FinTech sales.
Overview
5
5
years of post-secondary education
5
5
years of professional experience
Work History
Sales & Service Representative | Vault Custodian
Santander Bank, N.A.
New York, NY
01.2025 - Current
- Help customers identify their banking needs, open new accounts, and recommend products and services that fit their financial goals.
- Support branch sales goals by introducing customers to relevant banking products, cross-selling services, and making referrals when additional support is needed.
- Build strong customer relationships by answering questions, resolving account issues, and clearly explaining banking products and services.
- Served as Vault Custodian, managed cash inventory, ordered and received cash, counted, balanced, and maintained appropriate cash levels while following branch security procedures.
- Handle daily teller transactions including deposits, withdrawals, payments, account maintenance, and other customer requests while maintaining accuracy and protecting sensitive information.
Parking Account Manager
ParkNGo
08.2021 - 09.2024
- Managed monthly parking accounts, including customer information, payments, billing questions, and account updates.
- Built relationships with monthly customers by explaining rates and service options and helping resolve account concerns.
- Processed cash and electronic payments accurately while keeping customer and transaction records organized.
- Helped retain monthly customers by providing reliable service, resolving problems, and maintaining clear communication.
Education
Bachelor of Science - Economics
State University of New York at Old Westbury
Old Westbury, NY 09.2021 - 09.2026
HubSpot Inbound Sales Certification - Inbound Sales Certification
HubSpot Academy
08.2026 - 09.2026
Salesforce Certified Agentforce Sales Foundations - Agentforce Sales Foundations
Salesforce
07.2026 - 07.2026
Skills
- Consultative Selling
- Needs Discovery
- Cross-selling and upselling
- Client Relationship Management
- Account Management
- Customer Retention
- Sales Referrals
- Financial Services
- Cash & Vault Management
- Risk Management
- Microsoft Office
- Product Education
Timeline
HubSpot Inbound Sales Certification - Inbound Sales Certification
HubSpot Academy
08.2026 - 09.2026
Salesforce Certified Agentforce Sales Foundations - Agentforce Sales Foundations
Salesforce
07.2026 - 07.2026
Sales & Service Representative | Vault Custodian
Santander Bank, N.A.
01.2025 - Current
Bachelor of Science - Economics
State University of New York at Old Westbury
09.2021 - 09.2026
Parking Account Manager
ParkNGo
08.2021 - 09.2024