Alisha Sandon

• Preferred Banking Virtual Reality Lead - Responsible for developing and maintaining modules, primary lead for ensuring strong, supportive and appreciated partnerships with our partners.
• Led end-to-end project management for 10 Virtual Reality modules from concept, design, development, and deployment.
• Engaged with Key Stakeholders and Subject Matter Experts to define project objectives, success criteria, and implement feedback.
• Collaborated with vendor developers, instructional designers and UX specialists to deliver immersive, high-quality VR solutions.
• Created & maintain the Academy Immersive Learning Catalog & VR Search Tool.
• Co leads Preferred Banking Innovations Advocates program, which saw seven new advocates certified this year.
• Co-lead new vendor pilot for 100 Financial Centers, hosted all participants calls, analyzed Voices data weekly, admin responsibilities.
• Implemented procedures to improve efficiency and learner engagement.
• Primary module content reviewer for all VR modules providing vital feedback.
• Jenson8 Facilitator & Technology Lead, lead over 35 tech checks and lead 2 events.
• Supported multiple events highlighting The Academy Digital Universe with logistic preparation & delivery.

• Lead multiple teams as a business owner to observe, coach team and individuals to meet goals. Which in turn leads to increased Financial Center efficiency and a positive client experience.
• Acted as temporarily Market Leader for three financial centers, responsible for all aspects of their business to drive performance
• Lead 12 week Relationship Banker Development Program, coaching and certifying them around End to End Platform Readiness Standards
• Build and nurture strong relationships with key partners and senior leaders.
• Strong critical thinker, problem solver to meet client's needs.
• Interpret performance results to find opportunities for success and hold associates accountable to results.
• Completed National Market Leader Development Program in 2021

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• Implemented procedures to improve efficiency and learner engagement.
• Peer coach to new hire associates responsible for teaching and sharing best practices to be successful
• Improved overall rank at Northeast Financial Center from #3200 to #39 within 9 months.

• Managed the daily needs of the Financial Center pertaining to operations, responsible growth, staffing, risk, regulatory compliance, client and associate satisfaction.
• Responsible for all aspects of operations relating to maintaining error-free environment and striving for excellence as it relates to the monthly audits.
• Proactively engaged in the development of associates relating to efficiency, operational excellence, handing challenging situations, customer engagement, and achieving and exceeding their revenue goals.
• Identified risks, prioritized areas of focus, educated associates on avoiding risks, and created actions plans to alleviate gaps.
• Monitored and tracked the operational performance and service goals through daily and weekly reports and activities.
• Assisted in driving responsible growth by ensuring clients are assisted by the appropriate team member to help them achieve their financial goals.
• Ensured the financial center is delivering a superior customer experience and exceeding market goals for Bank of America Voices.
• Leveraged resources and technology to optimize customer experience.

• Proven results exceeding goals in a client centric results driven environment.
• Peer coach to new hire relationship managers to teach policies, procedures, applications, and the client engagement process.
• Ability to build strong relationships with teammates and business partners.
• Demonstrated initiative with teammates to work together to achieve shared branch goals.
• Strong customer service skills and ability to resolve issues independently.
• Managed the lobby and assisted the clients in line with alternative convenient banking applications.
• Reviewed new account applications daily to ensure accuracy.
• Inspected wire dashboard daily to ensure precision.
• Role played with Client Service Representatives to help develop skill set with referrals.
• Led morning huddles.

• Qualified applicants for loan eligibility based on financial means.
• Scheduled, coordinated, and executed meetings with clients.
• Performed follow up calls, keeping clients involved in the loan process.
• Accurately obtained and reviewed personal and financial information.
• Demonstrated excellent customer service skills to maintain client retention.
• Educated and counseled clients on loan policies and restrictions.
• Ensured loan applications were completed error free and all documentation was provided.
• Analyzed and evaluated potential loan markets to uncover new opportunities.
• Built and maintained relationships with realtors.