ALEXANDREA MANUEL
Mount Pleasant, WI
Summary
Results-driven banking professional with proven history in managing financial operations and delivering client-focused services. Expertise in identifying customer needs, recommending appropriate banking products, and ensuring compliance with regulatory standards. Known for strong team collaboration, adaptability to dynamic environments, and commitment to achieving organizational goals.
Overview
9
9
years of professional experience
Work History
Senior Universal Banker
Summit Credit Union
2024.08 - Current
- Assisted members with account openings, loan applications, and financial product selection.
- Educated clients on digital banking tools, enhancing user experience and accessibility.
- Mentored new employees on best practices in customer engagement and service delivery.
- Assisted branch managers in exceeding sales goals through cross-selling and upselling various financial products.
- Strengthened client relationships with proactive communication and follow-up on account inquiries, issues, or concerns.
Member Services Representative
ALEC
2022.07 - 2024.08
- Helps large volume of customers every day with positive attitude and focus on member satisfaction.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Cross-sells bank services and products to uplift customer investments.
- Assists members with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed complex membership accounts, ensuring accurate record-keeping and timely updates.
Branch Specialist
Consumers Credit Union
2019.06 - 2022.07
- Promotes products and services, educates members and engages in sales-oriented conversations.
- Opens new accounts for members and explains features and benefits for each type and increases monthly branch volume by at least 10%.
- Assists members with self-service transactions to gain an increased knowledge on their finances.
Teller
Town Bank
2016.03 - 2019.06
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Streamlined teller operations for increased productivity and improved customer experience.
- Assisted in training new tellers, fostering a supportive team environment.
- Reduced transaction errors by consistently following established procedures and guidelines.
Education
Bachelor of Science - Marketing
University of Phoenix
Tempe, AZ2026-02
Associate of Arts - Education
Kilgore College
Kilgore, TX05.2021
Skills
- Microsoft Applications
- Time Management
- Leadership Skills
- Growth Mindset
- Strategic Planning
- Branch management
- Team member development
- Team leadership
Timeline
Senior Universal Banker
Summit Credit Union
2024.08 - Current
Member Services Representative
ALEC
2022.07 - 2024.08
Branch Specialist
Consumers Credit Union
2019.06 - 2022.07
Teller
Town Bank
2016.03 - 2019.06
Associate of Arts - Education
Kilgore College
Bachelor of Science - Marketing
University of Phoenix