Alexis Culclager
Jacksonville,FL
Summary
Trustworthy Relationship Banker skilled in working in customer-focused work environments. Offering strong knowledge of banking products and services. Dependable and punctual with outstanding mathematical aptitude.
Overview
16
16
years of professional experience
Work History
Relationship Banker I
Regions Bank
11.2019 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs. Processed transactions in branch and drive thru such as deposits, withdrawals , payments and purchases for gifts card and negotiables.
- Assisted Relationship Bankers, Senior Relationship Bankers and Advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Store Manager
Michaels Arts And Crafts
09.2008 - 08.2019
- Managed all aspects of store operations, including organization, maintenance and purchasing functions.
- Trained team members in successful strategies to meet operational and sales targets.
- Established and optimized schedules to keep coverage and service in line with forecasted demands.
- Generated repeat business by developing and maintaining strong team of 23 employees devoted to customer service
Education
Associate of Science - Massage Therapy And Skin Care
Florida College of Natural Health
Maitland, FL08.2007
Skills
- Cash Handling Expertise
- Financial planning
- Creative problem solving
- Night and safe deposit procedures
- Exceptional Customer Service
- Account Product Opening/Closing
Timeline
Relationship Banker I
Regions Bank
11.2019 - Current
Store Manager
Michaels Arts And Crafts
09.2008 - 08.2019
Associate of Science - Massage Therapy And Skin Care
Florida College of Natural Health