Summary
Overview
Work History
Education
Skills
Timeline
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Alexi Jones

Amarillo,TX

Summary

Dynamic Account Specialist with a proven track record at The Bank of Clovis, excelling in customer relationship development and document management. Recognized for enhancing client satisfaction through effective problem-solving and communication skills. Adept at account administration, ensuring accuracy and compliance while fostering long-term client relationships.

Overview

2026
2026
years of professional experience

Work History

Account Specialist

The Bank of Clovis
05.2021 - 06.2025
  • Set up new customer accounts and updated existing profiles and accounts with latest information.
  • Achieved high levels of customer satisfaction request such as filing disputes, creating and printing debit cards, online banking support, transfers, answering phones calls, providing information on all account products and services offered and interest rates or fees on all products.
  • Maintained strong relationships with customers through regular communication and proactive problem-solving efforts.
  • Built relationships with customers and community to promote long term business growth.
  • Reconciled customer accounts and identified discrepancies for further investigation. Reviewed all accounts opened the previous business day to ensure all information and documents were uploaded and keyed in correctly. Reviewed all transfers keyed the previous business day to make sure information was imputed correctly. Also reviewed all maintenance or changes made on the system or customer profiles such as address, phone number changes any new signature cards, Updated new customer identification , or any new customer profiles or account changes.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.

Receptionist

Oasis Nail and Spa
2023 - 2024
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Kept reception area clean and neat to give visitors positive first impression. Also up kept around the shop to ensure cleanliness and maintained other tasks as needed. Assisted techs with any other needs.
  • Resolved customer problems and complaints.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Responded to inquiries from callers seeking information.

Loan Processor

The Bank of Clovis
05.2021 - 05.2023
  • Assisted customers in understanding complex financial documents required for completing their loan applications successfully.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Set up and completed loan submission packages.
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork. Including title application filings to the state, and sending/receiving payments for title work.
  • Prepared documents for underwriting by verifying customer income, credit reports, and other information.
  • Promoted a positive work environment through effective communication skills and teamwork initiatives.
  • Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.

Teller

The Bank of Clovis
10.2019 - 11.2021
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates, cashiers checks, debit cards,transfers, online banking troubles or questions.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Provided training to new tellers on bank procedures, systems, and customer service best practices.
  • Handled complex transactions including wire transfers, balancing several different reports, handling vault duties such as, balancing and replenishing ATM'S, collecting and processing all night drop transactions and balancing internal accounts.

Crew Member

Sonic
2018 - 2020
  • Worked front counter, drive-thru and other areas.
  • Took orders, prepared meals, and collected payments.
  • Improved customer satisfaction by providing friendly and efficient service at the register.
  • Cleaned and maintained all areas of restaurant to promote clean image.
  • Provided excellent customer service by greeting customers and meeting quality expectations.
  • Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.

Education

Clovis High School
Clovis Nm

Skills

  • Account administration
  • Customer relationship development
  • Document management
  • Organization
  • Excellent communication
  • Cash handling
  • Opening and closing procedures
  • Teamwork
  • Problem-solving

Timeline

Account Specialist

The Bank of Clovis
05.2021 - 06.2025

Loan Processor

The Bank of Clovis
05.2021 - 05.2023

Teller

The Bank of Clovis
10.2019 - 11.2021

Receptionist

Oasis Nail and Spa
2023 - 2024

Crew Member

Sonic
2018 - 2020

Clovis High School

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