Alex Berry

Assists in daily branch operations to drive sales growth and enhance member experiences in a financial institution setting. Collaborates with branch manager to meet performance objectives related to member satisfaction and operational compliance while supporting team leadership. Supports the development of employees through performance management, CRM training, and resolution of escalated member issues.

• Desert Financial
• Maintains and deepens financial relationships with members by consulting and administering on new deposit accounts, consumer loan products, and home loan products by performing a consultative analysis for members and identifying products and/or services that will strengthen a member’s personal financial situation
• Demonstrates a thorough understanding of the DFCU’s products and services’ features and benefits, procedures, policies, and regulations that govern Credit Union products and services and fully comprehends the basic principles of loan structuring.

• Responsibilities included, providing excellent customer service over the phone to many customers all over the country and assisting them in purchasing their vehicle by approving uploaded documents and following state regulations to ensure each purchase was successful, was able to locate and assess high risk situations and/or documents and escalate to mitigate scams or false identification.

• Responsibilities included providing excellent customer service and assisting customers in many financial services such as withdrawing, depositing, and paying with cash and checks, maintaining a balanced cash drawer, meeting set goals by introducing customers to bankers, and suggesting Wells Fargo products and services to help customers better their financial state.

• Responsibilities include assisting customers in any needs they require, handling cash and maintaining a balanced cash drawer, suggesting personalized products to best fit the customer’s needs, ensuring the sales floor is both stocked and organized, and building relationships with customers by providing exceptional customer service.