Alexis Malone
Banker
Avon Lake,OH
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
Work History
Account Manager
Discover Bank
07.2022 - Current
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Educated clients on new products or services to increase customer engagement with brand.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Monitored and analyzed customer feedback to identify opportunities for improvement.
- Developed and implemented strategies to increase client retention.
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
- Set clear sales goals to identify activities and behaviors to advance sales process and close deals.
- Recommended brand products to customers to encourage repeat purchases and foster customer loyalty.
- Liaised with marketing and sales teams to develop targeted campaigns.
- Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.
- Identified key entry points to enhance market penetration and maximize returns.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Built relationships with customers and community to promote long term business growth.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Contributed to team objectives in fast-paced environment.
- Maintained current knowledge of evolving changes in marketplace.
- Recorded accurate and efficient records in customer database.
- Met existing customers to review current services and expand sales opportunities.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Achieved or exceeded company-defined sales quotas.
- Kept detailed records of daily activities through online customer database.
- Developed, maintained and utilized diverse client base.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Presented professional image consistent with company's brand values.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Trained new employees on customer service, money handling and organizing strategies.
- Stayed current on company offerings and industry trends.
- Attended monthly sales meetings and quarterly sales trainings.
- Informed customers of promotions to increase sales productivity and volume.
- Contributed to event marketing, sales and brand promotion.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Ware House Associate
Amazon
11.2019 - 03.2023
- Prepared orders for shipment by picking, packing, and labeling merchandise.
- Worked safely around moving machinery.
- Assembled orders and packed items for shipment, conveying orders to shipping personnel
- Performed inventory control, such as counting, and stocking merchandise.
- Manually or mechanically loaded and unloaded materials from pallets, skids, platforms, cars, lifting devices, or other transport vehicles
- Checked packages and merchandise for damage and notified vendors.
- Cleaned and maintained warehouse in compliance with OSHA safety standards.
- Consistently lifted materials weighing as much as Number pounds.
- Inspected work areas for cleanliness and obstacles and removed cartons and boxes to keep work areas organized and hazard-free.
- Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.
- Inspected incoming and outgoing shipments to verify accuracy and prevent errors.
- Maintained warehouse accessibility and safety for customer traffic by discarding empty boxes and removing obstacles from aisles.
- Alternated goods in inventory by observing first-in and first-out approach to keep shelves organized and properly stocked.
- Confirmed accuracy, quality and quantity of materials received and listed on BOL.
- Entered quantity received against purchase order in computer system.
- Handled daily customer service aspects and maintained positive relationships with external customers and freight partners.
- Operated pallet jacks and material moving equipment to receive and transport items from various warehouse locations.
- Labeled and accurately moved customer orders to meet shipment timetables and minimize errors.
- Performed general housekeeping and cleaning tasks.
- Collaborated with various departments to manage timely delivery of orders and avoid delays.
- Completed cycle counts and monthly inventory.
- Trained and supervised new employees to apply best practices and comply with health and safety procedures and regulations.
- Maintained clean, orderly work environment free of hazards.
- Loaded and unloaded materials onto and off of trucks for fast shipment.
- Assisted in receiving, stocking and distribution of merchandise.
- Helped train new employees in safe practices and warehouse procedures.
- Unpacked and repacked items in different quantities and configurations for shipment.
- Operated equipment while observing standard safety procedures.
- Used machinery and equipment such as box cutters, shrink-wrap guns and electric pallet jacks.
- Used handheld scanners to efficiently track and maneuver freight throughout distribution network.
Licensed Insurance Agent
Marci Barrett State Farm
06.2020 - 10.2020
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Obtained underwriting approval by completing application for coverage.
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Upsold additional products and services after identifying customer needs and requirements.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Exceeded corporate quotas for monthly policy sales.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Tracked progress of all outstanding insurance claims.
- Capitalized on upsell opportunities with offers of Type support and additional insurance policy options.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Created detailed reports for management to track performance and sales.
- Educated clients on insurance policies and procedures.
- Investigated and processed claims swiftly to keep customers satisfied.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
Education
Diploma -
Elyria High School
Elyria, OH05.2015
Skills
- Revenue Retention
- Issue Resolution
- Prospecting and Cold Calling
- Expense Control
- Account Verification
- Business Negotiation
- Strong Lead Development Skills
- Account Management
- Staff Management
- Selling Advertising
- Time Management
- Payment Collecting
- New Account Creation
- Order Management
Timeline
Account Manager
Discover Bank
07.2022 - Current
Licensed Insurance Agent
Marci Barrett State Farm
06.2020 - 10.2020
Ware House Associate
Amazon
11.2019 - 03.2023
Diploma -
Elyria High School