Alexandra Vinces
Miami,FL
Summary
Determined Personal Banker with 8+ years of banking experience. Known for having the ability to develop long-lasting relationship with clients while ensuring high-trust customer experience. Looking to deepen skills and optimize expertise as industry evolves by taking new challenges.
Overview
11
11
years of professional experience
5
5
Certification
Work History
Personal Banker, Licensed Banker
Citibank
09.2019 - Current
- Contributed to business growth and net new money generation growing book of business by 31% ($131 million); identifying opportunities, maximizing outreach and deepening existing client relationships.
- Being sales driven promoted to licensed banker on 2021 by obtaining FINRA and NASAA licenses within timeframe.
- Achieved Presidents Club year to date on scorecard for 2021 and 2022 at Central Southeast division.
- Daily use of salesforce to set up appointments, reminders and track client activities.
- Focused on remarkable client experience for excellent national promoter score.
- Provide high level of support to Wealth team with administrative and operational activities for highly affluent clients. Offering a wide array of financial services including investments products according to client needs.
- Worked with wide range of customers from different backgrounds and nationalities.
- Assisted Manager with daily end of day operations, monthly reviews and internal audits.
- Comply with policies and procedures during account opening and service.
Teller , Head Teller, Area Banker
Citibank
11.2015 - 10.2019
- Started as a part-time teller demonstrating interest on growing within the company, promoted to Full-time within the first year.
- Developed strong operational skills and leadership attitude , promoted to Lead Teller.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Maintained vault limits by placing cash orders and replenished ATM funds; conducted weekly and monthly counts for both.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Referred customers to other banking departments for specialized services like lending and investments, exceeding monthly goals.
- Top teller performer promoted to Area Banker, covering branches in Miami East from Brickell to Aventura. Helping branches at teller line and trained for banker services at platform.
Retail Sales Associate Cashier
Marshalls
11.2013 - 12.2015
- Constantly looking for opportunities to offer TJX Rewards credit card to clients, helping store achieve it sales goals.
- Helped customers complete purchases, locate items, and join reward programs.
Education
Associate of Applied Arts - Business Administration And Management
Miami Dade College
Miami, FLSkills
- Complex Problem-Solving
- Time Management
- Client Rapport-Building
- Attention to Detail
- Customer Needs Assessments
- Client Acquisition
- Investment Recommendations
- Managing Wealth
- Revenue Growth
- Recommend Financial Products
- Interpersonal Communication Skills
- Customer Outreach
Certification
SIE, Series 6, Series 63.
FLA Health and Life and Annuity (incl. Var. Contracts) Agent (0215) License.
Notary Public.
Languages
Spanish
Native or Bilingual
Accomplishments
- Nominated for U.S. Personal Banking and Wealth Management 2021 Leader in Excellence Award.
- Inducted into the Citi Client Obsession Academy, Accredited by IDC .
Timeline
Personal Banker, Licensed Banker
Citibank
09.2019 - Current
Teller , Head Teller, Area Banker
Citibank
11.2015 - 10.2019
Retail Sales Associate Cashier
Marshalls
11.2013 - 12.2015
Associate of Applied Arts - Business Administration And Management
Miami Dade College