Alexis White
Dayton,OH
Summary
Proven Financial Coach at Wright-Patt Credit Union, adept in strategic financial planning and exceptional client relationship building. Elevated client financial stability and credit scores, achieving significant satisfaction increases. Expert in debt management and problem resolution, consistently exceeding performance targets. Demonstrates a strong commitment to customer service and financial forecasting, ensuring tailored advice and personalized banking solutions.
Overview
5
5
years of professional experience
Work History
Financial Coach
Wright-Patt Credit Union
01.2024 - Current
- Improved clients'' credit scores through credit counseling and ongoing support.
- Enhanced client financial stability by developing personalized financial plans and strategies.
- Implemented customized coaching sessions that resulted in increased client confidence in managing personal finances.
- Fostered a supportive environment where clients felt comfortable discussing sensitive topics related to their finances.
- Assisted clients in reducing debt with effective budgeting techniques and expense tracking.
Member Experience Representative
Wright-Patt Credit Union
05.2022 - 12.2023
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Enhanced company reputation by providing exceptional customer service and support.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
- Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
Regional Resource Team
PNC Bank
03.2020 - 04.2022
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Balanced teller drawers and ATM cash.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
Education
Associate of Applied Business - Accounting
Clark State Community College
Springfield, OH05.2026
Skills
- Client Relationship Building
- Strategic financial planning
- Financial Forecasting
- Debt management
- Customer Service
- Problem Resolution
Timeline
Financial Coach
Wright-Patt Credit Union
01.2024 - Current
Member Experience Representative
Wright-Patt Credit Union
05.2022 - 12.2023
Regional Resource Team
PNC Bank
03.2020 - 04.2022
Associate of Applied Business - Accounting
Clark State Community College