ALEXIS OCHOA
San Diego,CA
Summary
Professional banker with proven track record in building and nurturing client relationships to drive business growth. Expert in assessing financial needs and providing customized solutions to meet client goals. Known for strong team collaboration and adaptability, ensuring seamless service delivery and client satisfaction. Proficient in customer service and financial product knowledge.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Branch Relationship Banker
California Bank & Trust
05.2022 - Current
- Built strong relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments
- Manages the intake, investigates, and resolves customer issues with efficiency and professionalism
- Notary Services
- Reviews, investigates potential fraud cases, and alerts to minimize loss
- Conducts needs-based conversations to identify customer credit, deposit and investment requirements
- Supports customers with completing required forms for opening and closing bank accounts, loans and other banking products/services
- Cultivate and sustain strong customer relationships through personalized service and follow-ups with other bank divisions
Sr. Operations Specialist
Axos Bank
12.2023 - 03.2024
- Managed day-to-day operations, ensuring that deadlines were met, resources were allocated effectively, and project objectives were achieved
- Managed IRA servicing, check processing, and full-service branch functions in San Diego and Columbus
- Audited and reviewed daily work: including Subpoenas, Levy, IRA servicing, and Decease work submitted by colleagues
- Provided support and guidance to colleagues, assisting with daily work and other areas as necessary
- Assigned daily tasks to colleagues, ensuring efficient workflow management
- Researched and resolved SalesForce cases promptly, following up with customers for resolution
- Conducted research and reconciliation of all deposit, ATM, and ACH items, non-posts, and exception processing items daily
30 Hour Teller
Wells Fargo Bank
05.2019 - 05.2022
- Proficient in identifying and preventing fraud and potential risks to prevent losses
- Precisely process transactions and maintain a balanced cash drawer, ensuring accuracy and efficiency
- Proactively engage customers in meaningful conversations, building lasting relationships and understanding their comprehensive financial needs
- Demonstrate integrity and professionalism in all interactions with customers and team members
- Developed and implemented innovative strategies to improve customer satisfaction and increase sales
- Mentored newly hired team members on appropriate responses to patron questions
Skills
- Problem Solving
- Effective Customer Communication
- Employee Motivation
- Financial Due Diligence
- Creative Strategy
- Sales Expertise
- Microsoft Office
- Project Management
- Customer Relationship Management
Certification
CNP - Certified Notary Public
Languages
Spanish
Native or Bilingual
Timeline
Sr. Operations Specialist
Axos Bank
12.2023 - 03.2024
Branch Relationship Banker
California Bank & Trust
05.2022 - Current
30 Hour Teller
Wells Fargo Bank
05.2019 - 05.2022
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