Alyssa Tobon

Experience

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  Armed Forces Bank

  Jan 2017 - Oct 2017

  Personal Banker

  A Personal Banker is a finance professional who manages the accounts and finances of their clients. They are responsible for overseeing all aspects of their clients' accounts, providing them with banking services like loans or credit cards, and advising investment opportunities.Had to leave job due to location shutting down.

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  U.S. Bank

  Nov 2017 - Jul 2021

  Universal Banker

  Open accounts for new customers and prepare new account paperwork, applications and request the required identificationIdentify the needs of new and existing customers and offer appropriate services currently availableProvide additional information to customers regarding promotions, contests and new account optionsPromote and upsell credit cards available through the financial industry as well as and banking services to current and potential customersAssist in community awareness events to increase bank outreach and foster new business opportunitiesAnswer questions and customer concerns regarding checking and savings accountsProactively identify and inform customers of account status deficiencies and disputed transactions while providing options to resolveProcess and post various loan payments, record information in the database and issue a receipt confirming the transaction Show less

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  Regions Bank

  Jul 2021 - Mar 2023

  Financial Relationship Consultant
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  Creators Inc

  Mar 2023 - now

  Social Media Manager/Admin Assistant

  Manage creators profiles, use marketing tools to ensure creator is gaining following, communicate via messages, de escalate communicative situations, maintain products and ensure they are up to standard