Alexis Cadry
Denver,CO
Summary
Knowledgeable and dedicated professional with extensive experience in Client Services in the Banking industry. Passionate and reliable team player with outgoing, positive demeanor and proven skills in analytical problem-solving, quick learning, flexibility, and ability to thrive in dynamic environments. Motivated to utilize growth and development to contribute to company success. Articulate, energetic and results-oriented with passion for learning, devoted to making a positive impact and meaningful difference.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Services Sr. Specialist
Fortis Bank
12.2022 - Current
- Continue developing duties and tasks in previous roles while assisting clients with all banking inquiries in a very high volume, fast paced and dynamic client-facing role
- Streamline onboarding processes by collecting documentation, opening accounts of various types, sending proper documentation for execution, and assisting with cash management banking set-up by creating credentials for users with specific access in a role that often sees the process from start to finish.
- Retain deep knowledge of 3 online banking platforms from both client and employee perspectives to assist with complex issues and have full understanding of products and services.
- Assist clients in utilizing wire, ACH, Bill Pay and Positive Pay products and in online banking and troubleshooting any errors that occur.
- Utilize critical thinking skills to quickly find resolutions for clients experiencing online banking errors and develop ideas to recognize and identify re-occurring errors in the future.
- Assist companies in adjusting online banking permissions when needed.
- Handle company requests to implement credentials for new users in online banking applications, remote deposit applications and for Bill Pay by creating users via internal applications.
- Troubleshoot remote deposit product issues, such as scanner errors, with service provider and clients to ensure solutions for basic errors to driver issues.
- Responsible for opening cases with service provider when steps beyond internal troubleshooting need to be taken or if external education is beneficial.
- Strive to improve Client Services team performance by implementing new process improvements and more efficient strategies.
- Proactively work to evolve verification processes and security measures to ensure integrity of requests received from clients.
Client Services Specialist
Fortis Bank
07.2022 - 12.2022
- Built on previous role as Client Services Associate by continuing be primary contact for all clients regarding daily banking questions, reconciliation, and online banking with a primary focus on commercial banking.
- Worked closely with colleagues in other departments to assist with questions regarding every day banking requests as well as working with colleagues to assist various client relationships types.
- Opened new accounts of various types and maintaining relationships with clients and online banking users.
- Took responsibility for daily tasks such as wire processing and verification, online banking troubleshooting, managing email, phone, and online banking platform message requests.
- Maintained strong relationships with clients, fostering trust and loyalty while working to understand evolving needs.
- Handled all scenarios of fraudulent activity via online banking or email immediately, as well as handling all disputes for fraudulent account activity.
- Responsible for collection, review, and filing of information and documents for all new clients and relationships for internal purposes and external purposes.
- Assisted for monthly, quarterly, and annual audits for branch operations and assisting colleagues with items needed for other audit operations.
Client Services Associate
Fortis Bank
11.2021 - 07.2022
- Gained deeper knowledge of commercial banking operations by assisting business relationships in day-to-day tasks.
- Streamlined communication for improved efficiency, actively collaborating with cross-functional teams.
- Developed strong rapport with clients, fostering long-term relationships and ensuring repeat business.
- Welcomed clients entering the lobby and drive-up and assisted with cash and check deposits or other in-person tasks.
- Handled inbound call requests and remote email requests for account assistance and online banking assistance with security, caution and attention to detail.
Teller
Fortis Bank
08.2020 - 11.2021
- Drove customer satisfaction by providing efficient and accurate transaction processing.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures and resolving discrepancies and taking corrective actions as needed.
- Maintained balancing accuracy for all tellers by conducting regular audits and further implementing effective cash handling practices.
- Fostered a positive work environment by demonstrating professionalism, care, passion, and a strong work ethic.
- Assisted clients with daily account inquiries efficiently through in-person service as well as phone and email channels
- Managed high-volume transactions promptly while maintaining attention to detail and ensuring accurate processing
- Assisted with training of new tellers on policies and procedures.
- Executed wire transfers, stop payments, account transfers, and account opening and closures.
- Handles concerns with debit card transactions and potential fraudulent activity
Front Desk Receptionist
Vision Hospitality Group
02.2020 - 04.2020
- Providing excellent customer service in a unique position where front desk is full service bar
- Scheduling of events and guest's requests
- Main point of communication between guests/clients and marketing
- Handle multi-line phone system
- Handle emails, chat response, and phone calls with etiquette and hospitality
- Represent Marriott's newest brand to guests unfamiliar with boutique hotel brands
- Check 150 plus guests in and out per day
- Have extensive knowledge of craft cocktails, wine, beer, and spirits
- Use of keystroke software efficiently to access all hotel functions
- Respond/chat with guests directly via multiple software and platforms for ultimate Customer Care
- Demonstrate incredible teamwork to handle a full service bar, multi-line phone system, over 100 guests checking in and out, direct Customer Care line and chat, while simultaneous with invoice recording and POS management
- Welcome any conflict with innovation, resolution, and warmth for unforgettable experiences.
Education
Red Rocks Community College
Denver, COHigh school or equivalent -
Golden High School
Golden, CO01.2016
Skills
- Excellent written and verbal communication skills
- Ability to think proactively and quickly
- Quick and enthusiastic learner
- Passionate about learning and process improvement
- Tech savvy with proficiency in Microsoft Office, Word, Excel
- Excellent background in Customer Service
- Data Entry
- Customer Relationship Management
Communication Skills
Excellent written and verbal communication skills
Quick Thinking
Excels in quick thinking and problem solving
Certification
TIPS (June 2018 to June 2021)
Social Media Savvy
Social media savvy
Remote Work
Ability to work remotely as needed (high speed internet and personal computer, quiet surroundings, etc)
Assessments
- Composing & Sorting Email, Proficient, 12/01/19
- Customer Focus & Orientation, Expert, 07/01/19
- Administrative Assistant, Highly Proficient, 02/01/20
- Verbal Communication, Highly Proficient, 07/01/20
- Attention to Detail, Expert, 07/01/20
Timeline
Client Services Sr. Specialist
Fortis Bank
12.2022 - Current
Client Services Specialist
Fortis Bank
07.2022 - 12.2022
Client Services Associate
Fortis Bank
11.2021 - 07.2022
Teller
Fortis Bank
08.2020 - 11.2021
Front Desk Receptionist
Vision Hospitality Group
02.2020 - 04.2020
Red Rocks Community College
High school or equivalent -
Golden High School