ALEXIS MACLEAN
U.S. Bank Private Wealth Management
Seattle,WA
1
Certification
18
years of professional experience
Results-driven Private Banker with over 10 years in private banking, wealth management, and mortgage lending. Expertise in cultivating high-net-worth client relationships through tailored banking and wealth planning solutions. Focused on identifying opportunities, collaborating with financial advisors, and enhancing client service. Experienced in business development and managing complex financial relationships.
Work History
Private Banker
7 Years 9 Months- Serve as a trusted advisor for affluent and high-net-worth clients, delivering customized banking, lending, deposit, and cash management solutions.
- Manage and deepen complex client relationships through proactive financial reviews and strategic planning conversations.
- Partner closely with Wealth Management Advisors, Trust Officers, Portfolio Managers, and other specialists to provide comprehensive financial solutions.
- Manage and support relationships representing $200 million in deposits, $110MM in investable assets, $330MM in trust deposits and $75MM in mortgage balances, $130MM in lending.
- Identify opportunities to expand wallet share through deposits, lending, investments, and wealth management services.
- Originate and facilitate residential mortgage, home equity, securities-based lending, and other credit solutions.
- Build and maintain strong referral networks with internal partners and external centers of influence.
- Ensure compliance with banking regulations and risk management standards while maintaining a high-touch client experience.
- Serve over 700 high-net worth family relationships.
Mortgage Loan Originator, The Johnson Team
9 Months- Originated residential mortgage loans for purchases and refinances, facilitating homeownership for clients.
- Guided borrowers through the loan process from application through closing.
- Cultivated relationships with realtors, financial professionals, and community partners, increasing referral business opportunities.
- Guided borrowers through loan process from application to closing, ensuring a smooth and informed experience.
- Maintained compliance with federal and state lending regulations.
Mortgage Consultant
11 Months- Guided clients in selecting mortgage solutions that met their financial goals, enhancing client satisfaction and trust.
- Assisted clients in identifying mortgage solutions aligned with their financial goals.
- Analyzed borrower financial information, credit profiles, and supporting documentation.
- Developed and maintained referral relationships with realtors and community partners, expanding network and generating new leads.
- Provided exceptional customer service while achieving production objectives, contributing to overall team success and client retention.
Personal Banker
2 Years 6 Months- Built and managed customer relationships through consultative financial conversations that enhanced client satisfaction and retention.
- Recommended deposit, lending, and banking solutions aligned with customer financial goals, resulting in increased account openings.
- Built and managed customer relationships through consultative financial conversations.
- Generated referrals to mortgage, investment, and business banking partners, fostering collaboration and expanding service offerings.
- Generated referrals to mortgage, investment, and business banking partners.
Inside and Outside Sales Representative
1 Year 4 Months- Generated new business opportunities through targeted outbound prospecting and strategic relationship-building.
- Advised real estate professionals on coaching, training, and business development programs to enhance their performance.
- Oversaw sales pipeline and consistently surpassed performance goals through proactive communication and client engagement.
- Conducted presentations and maintained long-term professional relationships.
Executive Assistant
1 Year- Provided executive-level administrative support to company leadership.
- Coordinated scheduling, client communications, travel arrangements, and project logistics to ensure seamless operations.
- Managed organizational priorities while safeguarding confidential business information.
- Supported operational processes by organizing tasks and resources.
Education
Bachelor of Science - Business Administration
Skills
Private Banking
Wealth Management
HNW client relations
Business Development
Mortgage Lending
Consumer & Commercial Banking
Deposit Growth Strategies
Credit Analysis
Financial Needs Assessment
Relationship Management
Cross-functional teamwork
Client retention
Sales development
Regulatory Compliance
Financial strategy discussions
Certification
NMLS License - NMLS #903248
Timeline
Private Banker
U.S. Bank Private Wealth Management
12.2018 - CurrentRead More
Mortgage Loan Originator, The Johnson Team
CrossCountry Mortgage
12.2017 - 09.2018Read More
Mortgage Consultant
Wells Fargo Home Mortgage
06.2016 - 05.2017Read More
Personal Banker
U.S. Bank
04.2012 - 10.2014Read More
Inside and Outside Sales Representative
The Mike Ferry Organization
09.2010 - 01.2012Read More
Executive Assistant
AV Squad
12.2008 - 12.2009Read More
Loyola Marymount University
Bachelor of Science from Business Administration
Read More