Lucille Alexander
Greenwich,CT
Summary
Versatile financial services professional with experience as a commercial loan assistant, Citibank branch manager, and private wealth management assistant. Obtained Series 7, 24, 6, and Life and Health licenses while a branch manager. Combines deep financial expertise with a polished, luxury-level client experience that consistently exceeds expectations. Brings strong regulatory expertise and proven operational leadership across lending, branch management, and high‑net‑worth support.
Overview
2027
2027
years of professional experience
Work History
Commercial Loan Assistant
First County Bankj
Stamford, CT
11.2021 - 06.2026
- Reviewed commercial loan applications for accuracy and completeness.
- Facilitated document collection and responded to information requests to enhance client experience.
- Coordinated communication between loan officers and clients to ensure clarity and efficiency.
- Organized loan files and tracked progress to streamline approval process.
Branch Manager/Vice President
Citibank
Thornwood, New York
09.2006 - 03.2021
- As a Branch Manager and Vice President, I held my Series 7, 24, 6, and Life and Health Licenses.
- Led performance and operations of retail banking branch, promoting business growth and ensuring exceptional client service.
- Oversaw branch staff, managed sales and service objectives, ensured compliance with regulatory and corporate policies, and cultivated strong relationships with personal and business banking clients.
Personal Wealth Management Administrative Assistan
Citibank
New York, New York
- Provided comprehensive administrative and operational support to Citi Personal Wealth Management Officers
- Coordinated calendar management, scheduling, document preparation, records management, and customer service to ensure seamless operations.
- Proven ability to manage multiple priorities, maintain confidentiality, and communicate effectively with executives, colleagues, and clients.
- Strong commitment to accuracy, efficiency, and delivering the highest quality of administrative support.
Education
Business
Fordham University
New York, NYSkills
- Customer service excellence
- Verbal and written communication
- Technical proficiency
- Schedule management
- Time management
- Attention to detail
- Problem solving
- Professionalism
- Adaptability
Timeline
Commercial Loan Assistant
First County Bankj
11.2021 - 06.2026
Branch Manager/Vice President
Citibank
09.2006 - 03.2021
Personal Wealth Management Administrative Assistan
Citibank
Business
Fordham University