Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Christian Giglia

Charlotte

Summary

I’m a dedicated worker from banking to a financial services professional with a strong background in business banking, project management, and client relationship management. Currently, I serve as a Project Manager in Business Banking at Bank of America, where I lead initiatives that drive efficiency, enhance client satisfaction, and deliver results on time.


With deep experience across the banking world—from mortgage solutions to strategic project execution—I bring a CLIENT FIRST mindset and a sharp focus on meeting deadlines and exceeding expectations. My work is grounded in strong communication, attention to detail, and a passion for building lasting client relationships.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Fulfillment Advisor

Apex @ Bank of America
09.2024 - Current

• Collaborate with clients to assess their cash flow needs, tailoring product offerings to enhance efficiency and streamline operations.

• Analyze project outcomes and provide post-implementation support to ensure sustained success and client retention.

• Manage the integration of cash management products with existing client systems, minimizing disruptions and optimizing user experience.

• Utilize Tableau CRM to track and optimize both personal and team performance, driving data-driven decision-making.

• Lead cash product/service projects from inception to completion, balancing multiple priorities while fostering strong client relationships.

• Coordinate between departments to ensure client needs are met promptly and effectively, resolving issues as they arise.

• Manage and implement cross-functional projects involving sales, servicing, and operations, ensuring seamless execution and high client satisfaction.

Sales Associate

Jesse Browns Outdoors
07.2023 - Current
  • Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their outdoor needs.
  • Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
  • Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
  • Top 3 sales employee month to month

Personal Investor

Vanguard Financial
03.2024 - 07.2024
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations
  • Worked effectively in fast-paced environments.
  • Passionate about learning and committed to continual improvement.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Committed to learning new material through independent studying.
  • Paid attention to detail while completing assignments.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.

Senior Client Communications Specialist

Rocket Mortgage / Rock Connections
01.2022 - 02.2023
  • Personally contacting our clients first and quickly getting them over to one of our highly trained MLOs in the state specifically in which they are looking to finance
  • Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
  • Communicated with customers to assess and address individual needs, providing timely and quality support via Avaya and Mortgage Loan Originating System.
  • Met with team members to understand goals and recommend solutions to fit specific needs for our clients.
  • Logged call information and solutions provided into internal database.
  • Managed over 700+ calls per day

Outside Service Staff Member

Montage Palmetto Bluff
08.2018 - 12.2021
  • Established and upheld high standards, promoting great customer service and assistance to guests.
  • Handled guest complaints and offered complimentary services to maintain high guest satisfaction rates.
  • Built and maintained lifelong relationships with new and existing clients while providing high level of expertise.
  • Promoted and educated guests on the game of golf and maintained high level of professionalism and service.
  • Trained new employees on proper protocols and customer service standards.

Golf Course Attendant

Pine Island Country Club
01.2017 - 12.2018
  • Greeted guests upon arrival and provided services in which they requested.
  • Assisted in maintaining safe work environment for team members and guests through visual inspection of common areas during shift.
  • Handled customer complaints in a professional and courteous manner.
  • Promptly responded to all requests for assistance.
  • Managed check-in and check-out process of items.
  • Assisted customers with finding items and storing belongings.

Sales Associate

Pro Golf
01.2016 - 12.2017
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Solved customer challenges by offering relevant products and services.
  • Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
  • Provided custom club fitting based on customer wants/needs

Education

Golf Management - Professional Golf Management

Professional Golfers Career College
Bluffton, SC
05.2017

AA - Business

Professional Golfers Career College
Bluffton, SC
05.2017

High School Diploma -

Trinity Christian Prep High School
Charlotte, NC
2015

Skills

    - 2-3 years prior banking experience, knowledge of Treasury Management products, and/or project management experience with proven client interaction abilities

    Comfortable leading and hosting moderate to complex project calls with clients, sales, and operation partners

    Ability to hold self, sales, and operation partners accountable for meeting implementation deadlines

    Ability to escalate appropriately to resolve client escalations and to meet and exceed client's implementation timeline

    Problem/solving/analytical and organizational skills

Certification

CAPM - Project Management Certification

Timeline

Fulfillment Advisor

Apex @ Bank of America
09.2024 - Current

Personal Investor

Vanguard Financial
03.2024 - 07.2024

Sales Associate

Jesse Browns Outdoors
07.2023 - Current

Senior Client Communications Specialist

Rocket Mortgage / Rock Connections
01.2022 - 02.2023

Outside Service Staff Member

Montage Palmetto Bluff
08.2018 - 12.2021

Golf Course Attendant

Pine Island Country Club
01.2017 - 12.2018

Sales Associate

Pro Golf
01.2016 - 12.2017

Golf Management - Professional Golf Management

Professional Golfers Career College

AA - Business

Professional Golfers Career College

High School Diploma -

Trinity Christian Prep High School
Christian Giglia