Alexis Doberstein
West Allis,WI
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
10
10
years of professional experience
Work History
Wealth Management Specialist
U.S. Bank
08.2021 - Current
- Negotiated favorable terms for clients when selecting investment products from external providers, ensuring alignment with their best interests.
- Built strong relationships with clients through regular communication, understanding their financial goals, and offering tailored advice.
- Conducted client meetings to review, develop and update clients' financial goals.
- Enhanced overall team performance by regularly sharing insights on market trends, product offerings, and successful client engagement strategies.
- Enhanced client satisfaction by providing personalized wealth management solutions and strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
Business Customer Service Specialist
U.S. Bank
07.2019 - 08.2021
- Enhanced customer satisfaction by promptly addressing concerns and providing effective solutions.
- Developed strong relationships with key accounts, fostering loyalty and repeat business opportunities.
- Served as a liaison between clients and internal departments, facilitating seamless coordination on various projects.
- Maintained detailed records of customer interactions, noting trends and areas for potential improvement.
- Participated in ongoing training sessions to stay current on industry developments and best practices.
- Coached junior team members in effective problem-solving techniques, contributing to an overall increase in service quality levels delivered by the team.
- Collaborated with team members to develop new strategies for improving the overall customer experience.
- Managed a high volume of inbound calls, ensuring timely responses and resolution for business customers.
- Utilized CRM software to track customer interactions, leading to more personalized service experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Customer Service Representative
U.S. Bank
09.2017 - 07.2019
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Collaborated with team members to develop best practices for consistent customer service delivery.
Scentsy Independent Sales Consultant
Scentsy
09.2019 - 11.2024
- Placed cold calls to potential customers and follow-up calls to current and past clientele, cultivating long-term relationships to generate referral and repeat business.
- Exceeded sales targets consistently by actively prospecting new leads and maintaining a high level of activity.
- Trained new sales consultants on best practices, contributing to overall team success and productivity.
- Conveyed love of products sold and devotion to company, customers and brand in sales presentations to establish credibility and make personal connections with clients.
- Implemented creative problem-solving techniques when faced with challenges or obstacles during the sales process.
- Cultivated a positive team environment by sharing best practices and celebrating successes with fellow sales consultants.
- Increased sales revenue by building strong relationships with clients and providing exceptional customer service.
Assistant Store Manager
Teavana
09.2016 - 09.2018
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
- Rotated merchandise and displays to feature new products and promotions.
- Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Avon Independent Sales Consultant
Avon Products
04.2015 - 10.2019
- Developed specific schedule of prospecting and account management tasks to perform daily, weekly and monthly to meet or exceed sales goals with little company supervision.
- Cultivated a positive team environment by sharing best practices and celebrating successes with fellow sales consultants.
- Exceeded sales targets consistently by actively prospecting new leads and maintaining a high level of activity.
- Attended industry events regularly for networking purposes, expanding professional connections within the field.
- Increased sales revenue by building strong relationships with clients and providing exceptional customer service.
- Stayed current on industry trends through continuous learning and attending relevant workshop seminars.
- Trained new sales consultants on best practices, contributing to overall team success and productivity.
- Established trustworthiness and credibility among clients by demonstrating extensive knowledge of products and services.
Education
Bachelors in Business Management - Digital Business Management
University of Phoenix
Tempe, AZ09-2025
High School Diploma -
Franklin Highschool
Franklin, WI06-2015
Skills
- Banking
- Sales expertise
- Sales follow-up
- Customer Service
- Problem-solving abilities
- Multitasking
- Reliability
- Team building
- Conflict Resolution
- Professionalism
- Time management abilities
- Adaptability
- Negotiation
Timeline
Wealth Management Specialist
U.S. Bank
08.2021 - Current
Scentsy Independent Sales Consultant
Scentsy
09.2019 - 11.2024
Business Customer Service Specialist
U.S. Bank
07.2019 - 08.2021
Customer Service Representative
U.S. Bank
09.2017 - 07.2019
Assistant Store Manager
Teavana
09.2016 - 09.2018
Avon Independent Sales Consultant
Avon Products
04.2015 - 10.2019
Bachelors in Business Management - Digital Business Management
University of Phoenix
High School Diploma -
Franklin Highschool