Alexis Rae McClelland
San Antonio,TX
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
11.2023 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assist over 100+ new and existing customers with various services and products, such as loans, personal/business accounts, credit services, conduct financial reviews, did wire transfers inside the US and in foreign countries.
- Educating customers on risks and beneficial monetary management while establishing strong credibility by providing accurate information.
- Reviewing legal documents and estate care records.
- Performing standard tellers transactions handling $40,000+ per day, approving teller transactions, use dual-control procedures such as buy/sell, night deposits, audits, and key exchanges. Daily balance vault which exceeded $300,000.
- Increased employee retention by providing ongoing coaching, feedback, and professional development opportunities for teller staff.
Auto Body Technician/Mechanic
Caliber Collision
01.2023 - 11.2023
- Restoring and replacing motor vehicles back to original factory standards.
- Using critical thinking to assess damage, creating and documenting estimates, as well as photographing all damage.
- Utilizing all equipment to repair body sections such as welding, metal pulling and grinding, meticulously inspect vehicles for damage, accurately assess repair needs, and execute repairs with precision and care.
- Demonstrating the ability to work effectively in a team environment and manage your time efficiently to meet deadlines.
- Maintained a safe working environment by adhering to safety protocols and ensuring proper use of equipment.
Sales Manager
U-Haul
03.2021 - 12.2022
- Led a successful sales team by providing motivational coaching and performance-based incentives. Team members are a key part of building leadership skills as well as teaching customer relationship management and effective communications skills.
- In this role time management and precise goal setting responsibilities are set to complete administrative tasks.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
Education
Automotive -
St. Philips College
San Antonio, TX08.2022
Skills
- Banking
- Communication skills
- Time management
- Analysis skills
- Financial services
- Project management
- Risk management
- Computer skills
- Fraud
- Data entry
- Business development
- Customer service
Certification
- Notary
- CPR Certified
- AC Certification
- ASE Certification
- Forklift Certification
- S.A.F.E Certified NMLS ID: 2562919
Awards
- Employee of the Month for Wells Fargo 2 months in a row.
- Top Statistics for Wells Fargo branch.
Timeline
Relationship Banker
Wells Fargo
11.2023 - Current
Auto Body Technician/Mechanic
Caliber Collision
01.2023 - 11.2023
Sales Manager
U-Haul
03.2021 - 12.2022
Automotive -
St. Philips College
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