Hi, I’m
ALEXIS Marie STRAIT
San Antonio
Summary
Dynamic and results-driven professional with extensive experience at Security Service Federal Credit Union, excelling in consultative member experience, and sales pipeline management. I have been recognized for exceptional customer service, and innovative problem-solving. I am fluent in Spanish, and very dedicated to cultivating client relationships, and driving revenue growth.
Overview
14
years of professional experience
5
Certification
Work History
Security Service Federal Credit Union
Lead Member Consultant
12.2018 - Current
Job overview
- Review customer data to assess current issues and determine potential solutions.
- Identify cross-sell opportunities and educate members on options that better serve them financially.
- Assist in maintaining accurate records by verifying and updating member account information.
- Offer exceptional customer service to differentiate and promote the company brand.
- Cross-trained in both teller and banker functions to better serve members.
- Assist members with resolving account issues, as well as navigating internal systems to handle clients’ routine needs.
- Cross-trained in different internal databases and service positions to help team members meet coverage demands.
- Manage customer conflicts and challenging situations by staying calm and accessing the internal knowledge base to develop strategic solutions.
- Synergy champ, help roll out and market the new informational/instructional database.
- Manage a sales pipeline for an entire team to drive revenue for the branch.
- Perform the tasks and duties that support the service needs of clients, and agency management. Service responsibilities that are to be assigned encompass marketing activity, client service, support, reporting/analytical, and administrative functions.
- NMLS Licensed, Mortgage Loan Processor.
- Manage the line of business for insurance.
- Electronic banking support.
- Employee of the Year, President's Award.
Real Living Best Homes Realty
Lead Sales Consultant
11.2015 - 01.2018
Job overview
- Meet with clients to discuss home-buying readiness.
- Connect clients with credit-building opportunities.
- Show homes. Host open houses.
- Market homes.
- Generate a strong client base, top producer, auto dialing.
- Review and process title work to submit to the title company.
- Generate sales strategies.
- Educate clients by providing market analysis.
- Providing resources to clients to help ready them for the home buying or selling experience.
Randolph Brooks Federal Credit Union
New Account Generator- Teller
08.2011 - 08.2012
Job overview
- Open Highschool RBFCU branch for the youth.
- Educate youth on checking and savings account.
- Generate new accounts.
- Lobby & Drive Thru Teller.
Education
Karen Wagner High SchoolSan Antonio, TX
High School Diploma
06.2012
University Overview
- Ranked in Top 10% of class
- Honor Roll Every year for 4 years
- Early College Student
- Distinguished Diploma (College Credit Hours)
Texas A&M University - Corpus ChristiCorpus Christi, TX
from Bio Medical Science
Skills
- Member Service and Support Specialist
- Detail-oriented, organized
- Sales pipeline management
- Service Solutions Expert
- Exceptional customer service skills
- Product and service troubleshooting
- Excellent written and verbal communication skills
- Proficient in Microsoft computer applications
- Hardworking, dedicated service
- Administrative work
- Loan trained
- Commercial Account Trained
- Teller (cash handling, 10 yrs)
- Staff training and motivation
- Multitasking
- Self-motivated, goal-driven
- Team collaboration
- Cultivate client relationships
- Bilingual, fluent in Spanish
- Product knowledge expert
- Sales Expert
- Electronic banking
- Innovative
- Financially literate
Certification
- NMLS
- Property & Casualty
- Notary
- Legal matters
Languages
Spanish
Native/ Bilingual
Timeline
Lead Member Consultant
Security Service Federal Credit Union
12.2018 - Current
Lead Sales Consultant
Real Living Best Homes Realty
11.2015 - 01.2018
New Account Generator- Teller
Randolph Brooks Federal Credit Union
08.2011 - 08.2012
Karen Wagner High School
High School Diploma
Texas A&M University - Corpus Christi
from Bio Medical Science
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