Cameron Loomis
Charlotte,NC
Summary
Client-focused professional with strong expertise in building relationships and enhancing satisfaction through tailored solutions. Delivers exceptional service by employing effective communication and conflict resolution strategies. Collaborates across teams to adapt and respond to evolving client needs, ensuring reliable support and strategic planning.
Overview
7
7
years of professional experience
Work History
Client Relationship Manager
TIAA
Charlotte, NC
06.2025 - Current
- Ranked #3 of 127 Client Relationship Managers for calendar year 2025, and on track to place within top 10 for 2026.
- Cultivated and maintained strong client relationships through quick and accurate assistance with transactions and processes to more than 2000 clients.
- Uncovered more than 10 million dollars of previously unknown outside assets through conversations with clients positioning the value of holistic advice at TIAA.
- Created and executed strategic outreach campaigns to engage inactive clients within advisor's book, which led to over 20 discovery meetings where the client had been previously unresponsive.
Individual Financial Consultant
TIAA
Charlotte, NC
12.2024 - 06.2025
- Fielded hundreds of on demand client calls to assess financial goals and risk tolerance.
- Provided holistic advice on retirement planning and asset allocation to participants to improve retirement outcomes.
- Gave recommendations that were within clients' best interest to help them achieve their financial goals.
Wealth and Retirement Solutions Associate
TIAA
Charlotte, NC
06.2023 - 06.2025
- Obtained Series 7, 66, and Insurance certifications
- Organized and led twice-weekly study sessions for small group, enhancing exam preparedness for Series 66
- Exceeded referral to call rate target by 20%
- Maintained 100% Voice of Customer score, reflecting positive participant feedback on service quality
- Achieved QIR score of 90%, surpassing goal by 11%, demonstrating commitment to quality in NCC
Client Services Intern
TIAA
Dallas, TX
06.2022 - 08.2022
- Reorganized Sharepoint for IRPS, streamlining access to important information, allowing associates to service clients more efficiently
- Monitored compliance and completion of mandatory trainings for all IRPS associates, ensuring regulatory adherence and readiness
- Reorganized Sharepoint for IRPS, improving access to critical information and enabling associates to better serve clients
Guest Services Associate
European Wax Center
Chesterfield, MO
05.2019 - 08.2021
- Welcomed and acknowledged guests with a smile, eye contact and friendly verbal greeting using guest's name, boosting overall guest satisfaction scores 7%
- Managed daily average of 25 customer calls and 15 customer visits to ensure timely assistance
- Anticipated guest service needs to enhance overall guest experiences
- Compiled reports on daily guest numbers, expenses, service utilization, and income for performance analysis
Education
Bachelor of Arts - Strategic Communication / Business
Miami University
Oxford, OH05-2023
Accomplishments
- Roth Scholarship for Speech Communication (2021-2023)
- Placed 2nd out of 33 teams in the John W. Altman Entrepreneurship Pitch Competition (2023)
- Placed 1st out of 8 teams in Strategic Communication Capstone Case study (2023)
- Redhawk Excellence Scholarship (2019-2023)
Timeline
Client Relationship Manager
TIAA
06.2025 - Current
Individual Financial Consultant
TIAA
12.2024 - 06.2025
Wealth and Retirement Solutions Associate
TIAA
06.2023 - 06.2025
Client Services Intern
TIAA
06.2022 - 08.2022
Guest Services Associate
European Wax Center
05.2019 - 08.2021
Bachelor of Arts - Strategic Communication / Business
Miami University