ALEJANDRA HOLLIMAN
San Antonio,TX
Summary
I am seeking a thriving company where I can use my experience and education to help the company meet and surpass its corporation goals. To acquire a highly rewarding career where I can use my skills and knowledge for organization and personal growth, by helping every customer achieve a true peace of mind.
Overview
8
8
years of professional experience
Work History
ASSOCIATE PERSONAL BANKER
Wells Fargo
HOOVER , AL
04.2019 - 06.2022
- Recommending and explaining banking services and products to clients based on their needs.
- Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
- Presenting and selling banking services and products to existing and prospective clients.
- Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
- Processing applications for credit cards, safe deposit boxes, and loan requests.
- Verifying bank account details upon client request.
Premier Phone Banker
Wells Fargo, NA
HOMEWOOD, AL
04.2017 - 12.2018
- Managing Wells Fargo’s most affluent customer’s credit card accounts, following regulatory guidelines
- Insuring clients succeed Financially and doing what is right ethically by them
- Consistently meeting company and banking goals to insure high quality service
- Assisting team members in leadership roles
- Advising Wells Fargo’s most affluent customers on important Financial decisions
- Reporting and monitoring Fraud that could cause lost for customers and/or bank
- Maintaining the safety of customer and Wells Fargo assets
- Developing peers, improving performance
- Working on special projects to maximize proVit.
- Facilitated customer inquiries and resolved issues efficiently, enhancing overall client satisfaction.
PHONE BANKER
Wells Fargo, NA
HOMEWOOD , AL
10.2016 - 04.2017
- Experience assessing and meeting the needs of customers and/or solving customer problem, experience interacting with customers, and handling incoming calls from Wells
- Fargo customers while promoting products and service to better meet the banking needs of our customers
- Solving complex problems with multiple software programs
- Occasionally served as floor support for bankers requesting assistance
- Advanced
- Microsoft Office skills
- Ability to navigate multiple computer systems, applications, and utilize search tools to Find information
- Excellent verbal, written, and interpersonal skills
- Ability to assist bankers or handle escalated issues.
PHONE BANKER 1
Wells Fargo, NA
HOMEWOOD, AL
08.2015 - 10.2016
- Seamlessly assist credit consumers with a stellar customer experience that WOW’s and provide consistent reliable service while maintaining security of accounts and mitigating risk
- Achieve aggressive sales expectation, striving to excel above standards by utilizing active listening skills and providing options for Financial benefit while continuously reviewing our Virtual Library to stay current on policy and procedural changes and assure compliance with governmental regulations
- Diligently perform independently while motivating and assisting fellow team members to perform above and beyond by identifying and recommending areas of opportunity to increase productions and performance
- CUSTOMER SERVICE FRONT LINE (WALGREENS)
- Page 2
- SALES Made needs-based sales referrals for clients to treatment programs
- Suggestive upselling based on customers purchase during checkout
- Made out bond calls to parents for accounts status, and updates per case using multiple databases, computer systems, and utilizing search tools to locate information efficiently.
Assistant Manager
Walgreen's Pharmacy
BIRMINGHAM , AL
10.2014 - 08.2015
- Assists the co-manager and/or store manager with the operations of the retail store in order to maximize profit and loss performance through the execution of company policies and procedures, and the provision of superior customer service.
- Executed store management responsibilities in the absence of the store manager, ensuring seamless operations.
- Ensure that the store opens and closes at the right time and that the proper procedures are duly followed for bank transactions and bank deposits
- Execute weekly sales ads and price changes; process recalled, outdated, damaged and transferred merchandise
- Interview, hire, direct, train, reward/praise, encourage, motivate, and discipline associates; appraising performance of associates and also playing an active role in resolving complaints
Education
High School Diploma -
Benjamin Russell High School
Alexander City, AL05.2008
Skills
- Emotional intelligence
- Communication
- Teamwork
- Collaboration
- Problem-solving
- Organization
- Coaching
- Adaptability
- Resilience
- Conflict management
- Leadership
- High-achiever
- Positive attitude
Additional Information
- Registered mortgage loan originator (SAFE)
- (MLO) registered in the Nationwide Mortgage Licensing System and Registry (NMLSR).
References
REFERENCES UPON REQUEST
Timeline
ASSOCIATE PERSONAL BANKER
Wells Fargo
04.2019 - 06.2022
Premier Phone Banker
Wells Fargo, NA
04.2017 - 12.2018
PHONE BANKER
Wells Fargo, NA
10.2016 - 04.2017
PHONE BANKER 1
Wells Fargo, NA
08.2015 - 10.2016
Assistant Manager
Walgreen's Pharmacy
10.2014 - 08.2015
High School Diploma -
Benjamin Russell High School