Alisyn Felton
Financial Professional
Marietta,OH
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Personable candidate committed to helping clients meet financial goals. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
6
6
years of professional experience
2
2
Associate Degrees
Work History
Volunteer
McDonough Leadership
08.2023 - Current
- Enhanced community engagement by organizing and leading outreach events.
- Improved organizational efficiency by streamlining volunteer onboarding processes.
- Promoted environmental awareness with educational workshops and hands-on activities.
- Boosted fundraising efforts, securing valuable donations through targeted campaigns.
Server
The Galley
04.2024 - 10.2024
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Maximized table turnover rate by efficiently managing reservations and seating arrangements.
- Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
- Maintained a clean and orderly dining area for an enjoyable guest experience.
Server
Davinci's Restaurant
01.2023 - 03.2024
- Cultivated warm relationships with regular customers.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Bussed and reset tables to keep dining room and work areas clean.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Kept register accurate through correct billing, payment processing and cash management practices.
- Replenished food items, paper products and canned goods to keep pantry well-stocked during busy periods.
- Noted special patron requests and followed up with kitchen to confirm delivery.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
- Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
Teller
One Community Federal Credit Union
Parkersburg, West Virginia
09.2024 - Current
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Volunteer
Student Council
08.2019 - 05.2023
- Assisted with special events or programs.
- Used strong interpersonal communication skills to convey information to others.
- Supported engaging, fun and smooth-running events by helping with organization and planning.
- Volunteered with groups and organizations to help make measurable differences for program recipients.
- Coordinated food, clothing and household items for disadvantaged individuals and families.
- Met with other volunteers and program leaders to discuss new service opportunities.
- Engaged in community outreach to aid program mission centered on community support and enrichment.
- Planned and delivered numerous activities and special events for programs and services.
- Organized and managed events and projects as part of community support services.
Ice Cream Shop Employee, The Jug
03.2021 - 08.2022
- Assembled the skillsets required to be a hardworking, dedicated employee
- Built leadership skills while working with new coworkers
- Established a good relationship with my coworkers in a professional environment
- Maintained a welcoming persona to the public and my coworkers, even when busy
- Contact : -Tonya Bennett 304-481-7994
- Server
- Davinci
Education
Bachelor of Arts - History AYA
Franklin University
Columbus, OH12.2024
High School Diploma -
Frontier High School
New Matamoras, OH05.2023
Associate of Arts - Liberal Arts And Education
Washington State Community College
Marietta, OH05.2023
Skills
Relationship building and management
Sales expertise
Banking
Ethical standards
Reporting
Sales follow-up
Managing wealth
Financial goal setting
Customer Service
Problem-solving abilities
Multitasking
Reliability
Certification
Google Level 1 Educator
Timeline
Teller
One Community Federal Credit Union
09.2024 - Current
Server
The Galley
04.2024 - 10.2024
Volunteer
McDonough Leadership
08.2023 - Current
Server
Davinci's Restaurant
01.2023 - 03.2024
Ice Cream Shop Employee, The Jug
03.2021 - 08.2022
Volunteer
Student Council
08.2019 - 05.2023
Bachelor of Arts - History AYA
Franklin University
High School Diploma -
Frontier High School
Associate of Arts - Liberal Arts And Education
Washington State Community College
Google Level 1 Educator
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