Alexandra Phi Email & Phone Number

As a client success professional, I am specialized in providing superb client support and experience. I truly believe that focusing on a personalized holistic approach, we are not only able to empower and advise the client but also better equip their financial goals with the tools needed for long term success. With a decade of experience in the Financial Services and background in Human Resource Management and Organizational Behavior, I consistently strive to expand my knowledge on the growing changes within the financial industry. I thrive in environments that encompass interdependent teamwork, interpersonal communication, respect, accountability, and personal growth. Skills: Critical Thinking, Escalation Resolution, Customer Service, Analytics, Resilient Nature, Customer Success, CRM, KPIs, Project Management.

Listed skills include Retail Banking, Customer Service Operations, Conflict Resolution, Cultural Diversity, and 24 others.

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  California State University - East Bay

  Human Resources Management & Organizational Behavior Concentration