Alexandra Watson Email & Phone Number

Richfield, Minnesota, United States

Responsible for establishing and enhancing a strong member centric relationship with theY Credit Union members of M. Interviewing members and recommending appropriate individualized solutions that help MY Credit Union members achieve their financial goals. Exemplify superior member service through professional member consultations, provide expertise for MY Credit Union’s service and product offerings, onboarding of new members to MY Credit Union, and acting as a professional resource to MY Credit Union’s frontline team.

Minnesota, United States

 Identifies, facilitates, and resolves wealth, business, and personal client concerns, account servicing, and product needs, including:- Accounts management and maintenance.- IRA distributions, contributions, transfers, rollovers & CD redemptions and renewals.- Commercial loans & business credit lines.- Research and reporting of potential fraud.- Technical support for online banking customers. Models high-quality contact center procedures and calls for new hire onboarding and training. Executed customer onboarding for two significant acquisitions and conversions.

Burnsville, Minnesota, United States

 Maintained and expanded a portfolio of consumer, small business, and commercial customers, identifying new business opportunities and strengthening client relationships. Supported business continuity, traveling to other bank branches to alleviate workforce shortages in 2020 due to the COVID-19 pandemic.

Burnsville, Minnesota, United States

 Processed in-branch financial transactions and identified customer product and service needs, referring them to bankers and business partners for consultative conversations.

Education record

Associate Of Arts (Aa), Liberal Arts And Sciences/Liberal Studies

Incomplete due to relocation.