Alexandria Watson

Alexandria Watson Email and Phone Number

Focused on support and client based services to further develop reliable and thorough assistance. @ Trustmark Bank
Alexandria Watson's Location
Niceville, Florida, United States, United States
Alexandria Watson's Contact Details

Alexandria Watson work email

Alexandria Watson personal email

n/a
About Alexandria Watson

After completing my degree in anthropology, I never thought I would find myself here. And yet, I have found it rewarding to be building my skills and resume within the financial industry. Much like culture, the financial world is always present and always impactful, whether we know it or not. I am always pleasantly surprised by the many ways we can help people with a combination of education and desire to support others. In my finance career thus far, I am working to achieve the balance of both.

Alexandria Watson's Current Company Details
Trustmark Bank

Trustmark Bank

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Focused on support and client based services to further develop reliable and thorough assistance.
Alexandria Watson Work Experience Details
  • Trustmark Bank
    Relationship Banker
    Trustmark Bank May 2024 - Present
    Jackson, Ms, Us
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  • Newburyport Bank
    Relationship Banker
    Newburyport Bank Oct 2023 - Mar 2024
    Newburyport, Ma, Us
    Aided in verifying and processing weekly incoming and outgoing currency shipments from the vault and ATM. Participated in frequent dual controlled transactions to keep cash recyclers and vaults balanced and secure. Educated customers on the bank’s promotional products and followed up with account openings
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  • Rbc
    Client Associate
    Rbc Apr 2023 - Oct 2023
    Toronto, Ontario, Ca
    Assist in scheduling clients for meetings with their financial advisors on a regular basis. I regularly ensure files are accurate and up to date on behalf of advisors. I have entered advisor expense reports for their meetings while traveling. Finally, I find it important to continue to follow up on client inquiries via cases and team collaboration to ensure the best experience.
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  • Morgan Stanley
    Client Services Associate
    Morgan Stanley Feb 2022 - Mar 2023
    New York, Ny, Us
    Continually helping clients in account management, and money movement including wire and ACH transactions, charitable contributions, rollovers and physical security certificate deposits. I am well versed in banking operations having deposited checks for up to three local branches periodically. I ingest and process documents for clients to further support the branch's other client service associates and advisors. I have keen problem solving abilities as it related to keeping client profiles up to date such as creating new accounts, maintaining current bank accounts and adopting e sign features to keep the process of paperwork moving seamlessly.
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  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Mar 2021 - Feb 2022
    Boston, Ma, Us
    Serviced participant workplace retirement accounts and qualified plans. Processed account transactions such as loans, withdrawals, rollovers and other money movements such as contributions, and investment rebalances and exchanges. Educated and informed participants and third parties on procedures and guidelines to ensure compliance with both IRS policies, company plan rules, and client directives. Utilized company resources such as client databases, company websites. Interpreted and created work order processing for inquiries and issue resolution. Established new employees in their retirement plans and facilitated creation of alternate payee accounts such as qualified domestic relations orders, and spousal/non-spousal beneficiary plans.
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  • Target
    Fulfillment Associate
    Target Oct 2020 - Jan 2021
    Minneapolis, Mn, Us
    Picked, packed and stored items for online pick up for variety of online orders. Completed tasks with speed, precision, and adherence to metrics. Fulfilled customer requests and gave assistance with item location online and throughout the store on the floor.
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  • Quintessential Chiropractic Pllc
    Front Desk Receptionist
    Quintessential Chiropractic Pllc Jul 2020 - Aug 2020
    Scheduled appointments for new and returning patients. Created and maintained accurate patient files digitally with the IOS and desktop version of ChrioTouch software and physically with paper copies of patient information and paperwork. Voluntarily designed a user guide for the ChiroTouch patient database systems for future employees and receptionists. Processed billing and co-pays for appointments and communicated regularly with insurance companies to understand plan coverage for services.
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  • Breaktime
    Non-Profit Fellow
    Breaktime Jan 2020 - May 2020
    Boston, Massachusetts, Us
    Began processes for the interior buildout, such as the creation of donated equipment lists, and equipment research for the café space. Vetted partners, donors, and housing organizations in the Greater Boston area to assist in fundraising and local partnership efforts for the growth of the company. Launched part of an extensive online resource guide for temporary or permeant housing in the area for young adults experiencing homelessness. Broadened the resource networks for jobs, healthcare, housing and financial support of the young adults whom we serve, and will eventually employ when the café opens.
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  • Petco
    Guest Services Associate
    Petco Jun 2018 - Aug 2019
    San Diego, California, Us
    Assisted in customer service duties such as cashiering, stocking shelves, and regular placement of orders. Cared for in-store animals and cleaned and sustained healthy habitats of a variety of different domestic and exotic animals like rodents, reptiles, cats, and fish. Informed guests about special products and food that would best suit the needs and longevity of their animal's life.
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  • Marshalls Convenience Stores
    Shoe Salesperson
    Marshalls Convenience Stores Jun 2017 - Sep 2017
    Unloaded shipments in from morning trucks. Processed and priced products for the shoe department. Granted customer requests while keeping the department clean and fully stocked. Adhering to closing store procedures, loss prevention, and to kept the store product orderly and well displayed.
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  • Seacoast Family Ymca
    Camp Counselor
    Seacoast Family Ymca Jun 2015 - Sep 2015
    Londonderry, Nh, Us
    Engaged in making fun environments and activities for young kids. Accounted for safety and health of campers via CPR and first aid training. Lead my group of campers throughout the day, handled conflict resolution, and developed skills in inspirational leadership.
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Alexandria Watson Education Details

  • University Of New Hampshire
    University Of New Hampshire
    Cultural Anthropology

Frequently Asked Questions about Alexandria Watson

What company does Alexandria Watson work for?

Alexandria Watson works for Trustmark Bank

What is Alexandria Watson's role at the current company?

Alexandria Watson's current role is Focused on support and client based services to further develop reliable and thorough assistance..

What is Alexandria Watson's email address?

Alexandria Watson's email address is al****@****ity.com

What schools did Alexandria Watson attend?

Alexandria Watson attended University Of New Hampshire.

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