Alisha Horton
First National Bank Omaha
Bellevue,NE
23
years of professional experience
Series 7 Securities license
Series 63 Securities license
4 years of achieving sales goals for Financial Advisor
Work History
Sales Assistant
11 Years 10 Months- Assisted customers in account inquiries and transactions, ensuring high-quality service and satisfaction.
- Processed new account applications and documentation with precision, enhancing operational efficiency.
- Collaborated with team members to streamline customer service protocols, improving workflow consistency.
- Supported sales initiatives by maintaining product knowledge and promoting bank services effectively.
- Analyzed account trends to identify sales opportunities, contributing to overall revenue growth strategies.
Customer Service Associate
8 Years 2 Months- Delivered exceptional customer service by resolving inquiries efficiently and accurately.
- Assisted clients with account management, ensuring compliance with regulatory standards.
- Developed comprehensive knowledge of trading platforms, enhancing user experience for clients.
- Trained new associates on operational procedures and customer service best practices.
- Achieved consistently high levels of customer satisfaction by prioritizing empathy, patience, and effective problem-solving skills during interactions.
Financial Advisor Assistant
1 Year 5 Months- Assisted in preparing financial reports and client presentations to enhance communication effectiveness.
- Managed client scheduling and correspondence, ensuring timely follow-ups on inquiries and appointments.
- Supported investment research by compiling data on market trends and client portfolios for advisor assessments.
- Updated and maintained client records within CRM systems, ensuring accuracy and compliance with regulations.
Education
High School Diploma
Skills
Goal oriented
Stock management
Complex Problem-solving
Opening and closing procedures
Customer needs assessment
Customer relationship management
Friendly and helpful
Customer service
Honest and dependable
Positive customer engagement
Excellent written and verbal communication
Timeline
Sales Assistant
First National Bank Omaha
08.2013 - 06.2025Read More
Customer Service Associate
TD Ameritrade Inc.
05.2004 - 07.2012Read More
Financial Advisor Assistant
Financial Network Investment Corporation
09.2002 - 02.2004Read More
Harrah High School
High School Diploma
Read More