Alison Milenski
Denver,CO
Summary
Proven achiever with sixteen years in banking- adept in staff and client training, Excels in communication with internal and external partners. Extremely adaptable to changing daily priorities while maintaining a commitment to excellence.
Overview
17
17
years of professional experience
Work History
Preferred Banking Advisor
Bridge Bank
12.2021 - Current
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Collaborated with internal partners and external clients to open and service their banking products.
- Educated customers on digital banking platforms and Treasury Management Services, encouraging adoption of online services for convenience and efficiency benefits.
- Assisted in training new employees, sharing best practices in achieving excellent customer service standards.
- Worked on the Callback team for several months. Audited the work of coworkers and sent detailed mitigation emails, provided coaching on resolving errors, and reviewed multiple daily reports.
Branch Support Associate
Bank Of The West
03.2017 - Current
- Reviewed and approved banking transactions over branch employees' limits.
- Created a Resource Center for branch approvals including user guides, response template, and frequently asked questions.
- Served as the point of contact and support for branches during new system roll outs and updates.
- Assisted branches with policy and procedure questions.
- Utilized a wide variety of applications to research transactions for branches.
- Trained new representatives and acted as a daily resource for coworkers.
- Collected and compiled call reports.
Senior Service Officer
Bank Of The West
06.2012 - 03.2017
- Assisted branch manager with meeting branch service and sales goals.
- Managed staff of five teller line employees.
- Oversaw, audited, and trained staff on all operational duties in the branch.
- Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
Assistant Customer Service Manager
Bank Of The West
07.2008 - 06.2012
- Achieved individual sales goals.
- Assisted manager with monthly certifications and other operational duties.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
Customer Service Representative
Bank Of The West
09.2007 - 07.2008
- Processed transactions accurately and met balancing objectives.
- Cultivated customer loyalty, promoted repeat customers and improved sales.
- Responded to customer requests for product, service and account information.
Education
Bachelor of Arts - History
University of Northern Colorado
Greeley, CO05.2007
Skills
- Adaptability
- Staff education and training
- End- to- end servicing of client needs
- Verbal and written communication
- Leadership
- Document review
- Interpersonal Communication
- Project support
Timeline
Preferred Banking Advisor
Bridge Bank
12.2021 - Current
Branch Support Associate
Bank Of The West
03.2017 - Current
Senior Service Officer
Bank Of The West
06.2012 - 03.2017
Assistant Customer Service Manager
Bank Of The West
07.2008 - 06.2012
Customer Service Representative
Bank Of The West
09.2007 - 07.2008
Bachelor of Arts - History
University of Northern Colorado