Alexis Brown

Provided a comprehensive and consistent range of services, expertly handling daily transactions, assistance with account management, and guidance for customers toward financial solutions, making every banking experience a positive one.

• Processed transactions accurately, ensuring compliance with banking regulations and policies.
• Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
• Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.

Provided support to Financial Advisors and help met overall goals, client needs, business processes, communications and maintaining records of interactions or transactions to ensure optimal relations between advisors and their clients.

• Managed and worked in close quarters with a team of three in directing reports responsible for ongoing client upkeep, account management and communications company wide.
• Assisted fiduciary services related to trusts, estates, guardianships, and individual asset management accounts.
• Aided in delivering and preparing informed investment decisions by analysing financial information to forecast business, industry, or economic conditions.

Fulfilled banking needs of clients through existing bank services or partners, assisting in navigation through financial needs to client through trust and communication.

• Identified opportunities for cross-selling bank products, contributing to overall sales growth initiatives.
• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Determine customers' financial services needs through productive and professional client conversation that build trust and credibility, as well as prepare proposals to sell services that address these needs.

Determine customers' financial services needs through productive and professional client conversation that build trust and credibility, as well as prepare proposals to sell services that address these needs.

• Increase optimization and use of credit union services among new and existing members. Identify credit union service and lending opportunities.
• Assisted clients in understanding financial products, enhancing their decision-making processes.
• Conducted follow-up communications to ensure client satisfaction and retention rates improved significantly.