Alexis Armstead
Kennewick
Summary
Accomplished personal banker recognized for strong leadership and financial expertise. Successfully trained staff and developed programs that improve customer interactions and operational efficiency. Prepared to leverage skills to enhance branch performance.
Overview
13
13
years of professional experience
Work History
Personal Banker
Washington Trust Bank
Kennewick
05.2022 - Current
- Assisted clients with opening and managing various bank accounts.
- Educated customers on financial products and services available at the bank.
- Processed loan applications and gathered necessary documentation for approval.
- Trained new staff on customer service protocols and banking procedures.
- Resolved customer inquiries regarding account balances and transactions efficiently.
- Collaborated with team members to enhance overall client satisfaction levels.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
Activities Director
Brookdale Senior Living
Richland
07.2017 - 07.2021
- Developed engaging activity programs for residents in a senior living community.
- Coordinated events and outings to promote social interaction among residents.
- Trained and supervised staff in implementing daily activity schedules.
- Collaborated with healthcare team to tailor activities to resident needs.
- Established partnerships with local organizations for community involvement activities.
- Conducted assessments to evaluate resident preferences for activities offered.
- Coordinated musical guests, movies and other types of resident entertainment.
- Maintained adequate supplies to meet activities needs.
- Remained alert to conditions interfering with safety and well-being of residents involved in activities.
- Organized special trips for residents and accompanied groups throughout each excursion.
- Assisted residents with developing and maintaining positive social skills, mental aptitude, confidence and strong interpersonal connections.
- Conducted tours with prospective residents and families and coordinated supportive services to meet needs of incoming residents.
- Upheld positive quality of life standards for residents of all ability levels.
Universal Associate
Umpqua Bank
Richland
04.2013 - 06.2017
- Assisted customers with account inquiries and transaction processing.
- Educated clients on banking products and services available at the branch.
- Collaborated with team members to ensure efficient branch operations.
- Managed cash handling and balancing duties during daily transactions.
- Maintained compliance with banking regulations and internal policies.
- Resolved customer issues promptly to enhance service satisfaction levels.
- Trained new employees on company policies and procedures.
- Greeted customers upon entering the store with a friendly attitude.
- Answered phone calls to help customers.
Education
Associate of Applied Science - Business Administration
CBC
Pasco05-2013
High School Diploma -
Prosser High School
Prosser, WA06-2006
Skills
- Financial product knowledge
- Loan processing
- Team collaboration
- Conflict resolution
- Problem solving
- Staff training
- Client engagement
- Relationship building and management
- Attention to detail
- Customer service
Timeline
Personal Banker
Washington Trust Bank
05.2022 - Current
Activities Director
Brookdale Senior Living
07.2017 - 07.2021
Universal Associate
Umpqua Bank
04.2013 - 06.2017
Associate of Applied Science - Business Administration
CBC
High School Diploma -
Prosser High School