ALYSSA SCHWARTZ
Auburn,Washington
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement. Brining nine years of banking experience, including leadership and wealth management training.
Overview
10
10
years of professional experience
Work History
Client Experience Manager Associate
Key Private Bank
Tacoma, WA
07.2021 - Current
- Assisted Portfolio Managers with due diligence and portfolio maintenance.
- Supported financial transactions and investment details by preparing supporting transactions.
- Created and maintained precise and accurate models, charts and reports.
- Use passion for partnering with customers to drive success and measurable outcomes.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Developed and maintained courteous and effective working relationships.
Relationship Manager
Key Bank
Auburn, Washington
10.2017 - 07.2021
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand
- Helped cross-trained existing employees in order to maximize team performance
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Networked with business leaders and executives to identify clientele within local community
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction
- Operated in self-directed environment with minimal input to solve problems and implement resolutions
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
- Used effective sales strategies to convince clients to accept proposals, resulting in increase of more than $3,000,000.00 in new business per year
- Coached team on effective upselling and cross-selling methods
Personal Banker
US Bank
Renton, WA
08.2015 - 09.2017
- Established new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Maximized revenue through improved sales techniques and branch productivity
- Built client rapport to ensure consistent satisfaction and loyalty
- Established rapport with new clients to increase satisfaction and loyalty
- Handled 50+ calls per week to address customer inquiries and concerns
- Coached team on effective upselling and cross-selling methods
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities
- Supported staff development and goal attainment by focusing on skill development and job satisfaction
- Trained team members in successful strategies to meet operational and sales targets
Lead Teller
Wells Fargo
Tukwila, WA
03.2010 - 08.2013
- Trained and guided team members to maintain high productivity and performance metrics
- Maintained team efficiency by strategically delegating daily activities, monitoring output and rewarding positive contributions
- Checked amount details and fraud markers for transaction papers such as checks and money orders
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
- Monitored employee performance and developed improvement plans
- Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies
- Coached team on effective upselling and cross-selling methods
Education
High School Diploma -
Auburn Mountainview High School
06.2009
Culinary Arts
Le Cordon Bleu College of Culinary Art
Seattle, WA2016
Skills
- Customer profile growth and management
- Passion for partnering with customers to drive success and measurable outcomes
- Creative problem solving
- Highly motivated and proactive, with passion for developing new skills and expertise
- Strong consulting skills and proven results working as trusted advisor to drive business value for clients
- Managerial experience
Additional Information
- ACCOMPLISHMENTS , Signature Circle Award winner 2020
- Ultra-High performer winner 2020
- Completed Manager Training Fast Track Program
- Employee Engagement Team Championed lending role, deposits, and small business for Area coaching and mentoring fellow employee's and coworkers
Timeline
Client Experience Manager Associate
Key Private Bank
07.2021 - Current
Relationship Manager
Key Bank
10.2017 - 07.2021
Personal Banker
US Bank
08.2015 - 09.2017
Lead Teller
Wells Fargo
03.2010 - 08.2013
High School Diploma -
Auburn Mountainview High School
Culinary Arts
Le Cordon Bleu College of Culinary Art
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