ALEXIS TURNER WASHINGTON

• Exceeded performance targets by reaching 225% of annual goals, ranking among top performers in the region.
• Generated over $2 million in consumer and business lending, including personal loans, business lines of credit, and SBA lending products.
• Successfully cross-sold consumer and business banking products, including checking, savings, merchant services, and credit solutions, contributing to overall branch growth.
• Maintained a high client retention rate by delivering personalized financial advice and relationship-based service.
• Onboarded new clients through strategic outreach and community engagement, resulting in a 20% increase in portfolio growth year over year.
• Ensured compliance with all KYC, CIP, and AML regulations during account openings and financial transactions.
• Collaborated with branch leadership to coach junior bankers and support a high-performance sales culture.

• Helped customers with their questions and explained various services such as accounts, bonds, and securities.
• Efficiently responded to customer inquiries and complaints in order to find solutions and reduce tension.
• Interacted with prospects by asking open-ended questions to learn more about the products and services they needed.
• Assisted customers with opening or closing accounts, filling out loan applications, and enrolling in new services.
• Assessed clients' financial situations and recommended the best banking products.
• resolved escalated phone calls using conflict resolution skills and a thorough understanding of bank policies, products, and services.
• Assisted clients in securing assets using a variety of strategies.
• Opened new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue.
• Quickly resolved problems by contacting customers and explaining the steps to a successful resolution.
• Determined which of the company's products would best meet the needs of the customer and provided additional information and maintenance.
• Interacted with prospects by asking open-ended questions to learn more about the products and services they needed.
• Created a success culture that rewarded performance, productivity, and sales results.
• Provided excellent customer service by being prompt, accurate, and courteous.
• Wrote monthly goals to assess client participation and identify call targets for follow-up.
• Opened new customer accounts from simple accounts such as checking, savings, to more complex accounts such as trust accounts, business accounts, credit lines, and loans.
• Ensured that bank records and client information were kept private.

• Facilitated guidance on a variety of bank products and financial options.
• Completed highly accurate, high-volume money counts using both manual and machine-driven methods.
• Had an excellent attendance record and was always on time for work.
• Collaborated with members to determine their financial needs and provide the right product
• Was in charge of originating, reviewing, processing, and funding members loan proposals.
• Built and maintained relationships with all members.
• Acquired proficiency by educating myself on current banking products and services through the learning and development app

•Educated customers about new services and products.

• Wire transfers, stop payments, and account transfers were all things I did.
• Coordinated daily cash reconciliation in a high-volume location.
• Trained and mentored new team members efficiency, and compliance.
• Completed special procedures such as ordering new checks, stopping payments, and investigating identity theft for customers.
• Created, closed, and updated customer accounts.