Alexis Trevino
Summary
Have been in banking with more than 11 years of experience interacting with customers to increase sales and offer services. Seasoned expert at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers.
Achieved All Star Market 2023 at PNC Bank, NA, by leveraging exceptional communication and problem-solving skills. Excelled in customer service and leadership, significantly enhancing client satisfaction and team performance. Demonstrated expertise in financial product sales, consistently surpassing quarterly goals. Proven multitasker, adept at fostering relationships and driving revenue growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Branch Banker
PNC Bank, NA
05.2019 - Current
- Work hand in hand with manager to get prepared for management material, used Verint for scheduling, ordered supplies, run morning huddles to motivate employees, handle branch communication and speak with vendors to maintain branch up to date.
- Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
- Optimized branch performance by analyzing key metrics and implementing targeted action plans.
- Improved customer satisfaction by providing personalized banking solutions and efficient service.
- Strengthened client relationships, offering tailored financial advice to meet individual needs.
- Mentored junior bankers, fostering professional growth and development through coaching sessions.
- Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
- Successfully resolved escalated customer complaints resulting in improved reputation management and retention rates.
- Achieved performance goals regularly by monitoring progress towards sales targets and implementing strategies to maximize branch revenue generation.
- Goals attained: All Star Market 2023, I-Lead Nominated, reach my goal every quarter, FUN Committee Member.
- I am a Texas Notary and NMLS Certified.
Owner
Alexis's Show Dj Y Karaoke
01.2018 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Excellent communication skills, both verbal and written.
- Improved event atmosphere by curating tailored playlists for a diverse range of clients and venues.
- Managed sound equipment setup and breakdown, ensuring optimal audio quality for each performance venue.
- Danced, sang and conducted games encouraging guest participation through playful antics and engagement.
Relationship Manager
Bank of America, NA
11.2015 - 10.2018
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Personal Banker
IBC Bank
03.2013 - 11.2015
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- 1st place in the Mcallen Market in credit card sold in 2014 and 11th in the company same year.
- Best sales associate, first or second best paid in bonus incentive.
Education
Bachelor of Arts - Graphic Designs
Los Angeles Film School - Hollywood
Los Angeles, CA07.2025
High School Diploma -
Sharyland High School
Mission, TX05.2008
Skills
- Willing to Learn
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Excellent Communication
- Organizational Skills
- Decision-Making
- Team Building Leadership
Certification
- Microsoft Office - Word, Excel, Powerpoint, Teams, Outlook, Calendar, OneNote.
- Computer Tech - Multi-screen worker, Computer solver
- Adobe User - Photoshop, Illustrator, Rush, After Effect, InDesign
- 90 WPS
Extra Curricular Activities
Since 2011, I have worked with Graphic Design with adobe products, Photoshop, Illustrator, After Effects etc.
Karaoke Night on Fridays as a showman.
Manage social media and marketing material for "Cadetes de Linares".
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Branch Banker
PNC Bank, NA
05.2019 - Current
Owner
Alexis's Show Dj Y Karaoke
01.2018 - Current
Relationship Manager
Bank of America, NA
11.2015 - 10.2018
Personal Banker
IBC Bank
03.2013 - 11.2015
Bachelor of Arts - Graphic Designs
Los Angeles Film School - Hollywood
High School Diploma -
Sharyland High School