Alexandra Haas
Rockford,MN
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company. Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities. Friendly employee knowledgeable banking regulations and regulatory compliance. Offers great communication, collaboration, and organizational skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Highland Bank
Maple Grove, MN
07.2023 - Current
- Provided customers with financial advice and assistance in setting up accounts.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Educated clients about various banking products available at the institution.
- Built long-term relationships with customers by providing personalized service and support.
- Processed customer requests for withdrawals or transfers from existing accounts.
- Modified, opened and closed customer accounts.
- Advised customers on bank products, services and financial planning options.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Provided financial education and advice to clients, enhancing their understanding of banking options.
- Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
- Processed maintenance, operations and correspondence for new and existing accounts.
- Analyzed client financial data to recommend personalized banking and investment solutions.
- Complied with security procedures and protocols when opening and closing bank vault.
- Utilized CRM tools to track client interactions, preferences, and feedback to improve service delivery.
- Participated in training and mentoring of new associates, assisting with onboarding .
- Adhered to bank and legal guidelines for reporting and money handling.
- Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
- Participated in community events and workshops to promote bank services and financial literacy.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Opened and serviced accounts within authorized limits.
- Maintained customer data confidentiality while inputting information into system.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Entered new account information into computers and filed related forms and other documents.
- Executed wire transfers of funds in compliance with banking best practices.
- Maintained and built strong client relationships through quality, personalized interactions.
- Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
- Informed customers of procedures for depositing checks and applying for ATM cards.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Examined checks for endorsements to verify legality of documents.
- Identified transaction errors for unbalanced debits and credits.
- Used currency-counting machine to count currency and received checks.
- Prepared bank deposits, general ledger postings and statements.
- Used customer and bank records to investigate and correct errors upon customer request.
- Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
Sales Lead
MarketSource
Plymouth, MN
01.2023 - 05.2024
- Resolved customer complaints in an efficient manner while maintaining quality standards.
- Provided training sessions for new employees on sales techniques, procedures.
- Maintained relationships with existing clients by providing product updates and information.
- Analyzed customer feedback to identify areas for improvement in products and services.
- Conducted regular meetings with sales staff to review goals and objectives.
- Monitored sales floor to identify customers in need of assistance and merchandise requiring replenishment.
- Engaged shoppers, providing assistance and information on merchandise and product features.
- Promoted accessories and cross-sold additional products and services through use of active persuasion.
- Managed cash register operations using POS system and processed sales and returns.
- Established new accounts and serviced existing accounts maintaining professional relationships.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Identified customer needs by asking questions and advising on best solutions.
- Operated register, handled cash and processed credit card transactions.
- Greeted and assisted customers to foster positive experiences.
- Listened to customer needs to identify and recommend best products and services.
- Engaged casual shoppers to provide information about featured products and recommend merchandise, driving sales opportunities.
Universal Banker
Huntington National Bank
Plymouth, MN
05.2022 - 01.2023
- Verified customer identity through driver's license or other forms of identification.
- Advised customers on how to use mobile banking applications effectively.
- Assisted customers with online banking setup and troubleshooting issues.
- Answered telephone inquiries regarding account balances, fees or general information.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Educated customers about the features of different types of bank accounts available.
- Supported the implementation of new systems related to banking operations.
- Maintained records of customer interactions and transactions in accordance with bank policies.
- Researched account discrepancies or errors identified during audits or reviews.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Assisted customers with setting up direct deposits for their payroll checks.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Helped customers understand and use technical tools such as mobile applications and online banking.
- Completed routine transfers, deposits and bill payments.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Modified, opened and closed customer accounts.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Helped customers open and close accounts and make sound financial decisions.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Reconciled cash and checks against computer records at end of shift.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Completed daily cash balancing and operated ATMs.
- Advised customers on bank products, services and financial planning options.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Researched account information regarding loans and deposits.
- Collaborated with team members to develop marketing strategies for banking services.
- Helped customers understand and use mobile applications and online banking.
- Processed general ledger tickets for expenses and fee income.
- Ensured compliance with all regulatory requirements during the process of account opening and management.
- Conducted risk assessments for high-value transactions to prevent fraud and financial loss.
- Resolved customer inquiries and complaints, ensuring satisfaction and compliance with banking regulations.
- Achieved or exceeded personal sales goals on consistent basis.
- Researched and resolved open items and deposit issues.
- Utilized banking software to update client accounts and process transactions efficiently.
- Assisted clients in setting up online banking services, enhancing accessibility and convenience.
- Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
- Assisted customers by answering banking questions and recommending solutions.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Transmitted orders to supply cash to meet daily needs.
- Identified transaction errors when debits and credits did not balance.
Sales Lead
Aerie By American Eagle
Albertville, MN
04.2021 - 04.2022
- Created reports and presentations on weekly sales performance to senior management.
- Developed and implemented a successful sales strategy to increase revenue.
- Resolved customer complaints in an efficient manner while maintaining quality standards.
- Provided training sessions for new employees on sales techniques, procedures.
- Identified opportunities to improve processes related to the sale of products or services.
- Maintained relationships with existing clients by providing product updates and information.
- Prepared detailed forecasts for future sales volumes based on past trends.
- Managed a team of 10+ sales representatives, providing guidance and support.
- Analyzed customer feedback to identify areas for improvement in products and services.
- Conducted regular meetings with sales staff to review goals and objectives.
- Monitored sales floor to identify customers in need of assistance and merchandise requiring replenishment.
- Engaged shoppers, providing assistance and information on merchandise and product features.
- Assisted in strategic planning and setup of merchandise displays to promote target products and attract customer traffic.
- Promoted accessories and cross-sold additional products and services through use of active persuasion.
- Managed cash register operations using POS system and processed sales and returns.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Maximized sales by keeping areas tidy, fully stocked and correctly priced.
- Provided every customer with comprehensive assistance upon entering store through merchandise selection and completion of purchases.
- Posed as models for advertising, artistic creation and display of goods.
- Recruited and trained new hires to optimize profitability.
- Identified customer needs by asking questions and advising on best solutions.
- Reset store displays for special events and seasonal merchandise changes.
- Operated register, handled cash and processed credit card transactions.
- Greeted and assisted customers to foster positive experiences.
- Replenished and arranged items to maintain appearance.
- Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
- Listened to customer needs to identify and recommend best products and services.
- Engaged casual shoppers to provide information about featured products and recommend merchandise, driving sales opportunities.
- Maintained well-stocked and organized sales floor with latest merchandise to drive sustained sales revenue.
- Reduced process lags by training employees on best practices and protocols.
Sales Associate
Wilsons Leather
Albertville, MN
08.2018 - 12.2021
- Maintained cleanliness of store environment including floors, windows, displays.
- Attended weekly team meetings to review performance goals and objectives.
- Assisted customers with product selection, sizing and styling.
- Provided accurate information about products, prices and services.
- Conducted inventories on a regular basis to track stock levels.
- Organized stockroom shelves according to size, color or style.
- Processed credit card transactions quickly and securely.
- Greeted customers and provided exceptional customer service.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Maintained up-to-date knowledge of store merchandise and policies.
- Processed transactions using a point-of-sale system.
- Demonstrated product features and benefits for customers' needs.
- Upsold additional items based on customer interests and needs.
- Handled customer complaints in a professional manner.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Built and maintained relationships with peers and upper management to drive team success.
- Assisted teammates with sales-processing tasks to meet daily sales goals.
- Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.
- Used technology resources to assist customers in locating and selecting items.
- Helped customers find specific products, answered questions, and offered product advice.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Engaged customers in friendly, professional dialogue to determine needs.
- Developed trusting relationships with customers by making personal connections.
- Assisted in visual merchandising, creating appealing displays that capture customer interest.
- Adhered to company initiatives and achieved established goals.
- Worked with fellow sales team members to achieve group targets.
- Assessed customer needs to provide assistance and information on product features.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Trained new team members in cash register operation, stock procedures, and customer services.
- Adapted sales strategies based on customer interactions and feedback to improve results.
- Collected payments and provided accurate change.
- Received and displayed product shipments on store retail shelves upon delivery.
- Answered incoming telephone calls to provide store, products and services information.
- Organized store by returning merchandise to proper areas and restocked displays.
- Cleaned shelves, counters and tables to maintain organized store.
- Maintained knowledge of sales and promotions, return policies and security practices.
- Computed purchases and received and processed cash or credit payment.
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
- Watched for and recognized security risks and thefts to prevent or handle situations.
- Placed special orders or called other stores to find desired items.
- Prepared merchandise for purchase or rental.
- Answered store and merchandise questions and led customers to wanted items.
- Bagged or packaged purchases and wrapped gifts.
- Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
- Recommended, selected and located merchandise based on customer desires.
- Described merchandise and explained use, operation and care.
- Ticketed, arranged and displayed merchandise to promote sales.
- Greeted customers to determine wants or needs.
- Performed floor moves, merchandising, display maintenance and housekeeping to keep sales areas well-stocked, organized and current.
- Stocked shelves and supplies and organized displays to focus customer attention on specific items.
Education
High School Diploma -
St. Michael-Albertville Senior High School
Saint Michael, MN06-2020
Skills
- Money Handling
- Customer Service-Oriented
- Loss Prevention
- Resourcefulness
- Cash Handling
- Financial processes understanding
- Security understanding
- Teller Support
- Teller background
- Banking
- Sales expertise
- Financial Services
- Cash Flow Management
- Cross-Selling Products
- Written Communication
- Team Collaboration
- Records Maintenance
- Customer care experience
- Time Management
- Task Prioritization
- Adaptability
- Team building
- Teamwork and Collaboration
- Goal Setting
- Multitasking
- Problem-Solving
- Relationship Building
- Account updating
- Decision-Making
- File Maintenance
- Active Listening
- Organizational Skills
- Account verification and reconciliation
- Problem-solving abilities
- Documentation
- Account audits
- Relationship building and management
- Recordkeeping requirements
- Account closings
- Financial Planning
- Community Relations
- Professionalism
- Time management abilities
- Reliability
- Effective Communication
- Adaptability and Flexibility
- Attention to Detail
- Analytical Skills
References
References available upon request.
Timeline
Relationship Banker
Highland Bank
07.2023 - Current
Sales Lead
MarketSource
01.2023 - 05.2024
Universal Banker
Huntington National Bank
05.2022 - 01.2023
Sales Lead
Aerie By American Eagle
04.2021 - 04.2022
Sales Associate
Wilsons Leather
08.2018 - 12.2021
High School Diploma -
St. Michael-Albertville Senior High School
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