Alex Allen

Alex Allen

Relationship Banker


Capital One

Milestones

Milestones

My road in life took a while to figure out.
Did well in high school. Didn't know what I was going to grow up to be.
Interested in music, went to college for it. Later decided it was a passion, not a career.
Moved up the retail ladder quickly from sales associate to store manager.
Discovered I'm a good manager and can handle customers, especially the difficult ones.
Started a family and wanted to change my retail hours.
Used my skills with customer service and now reapply them in a retail bank setting.
Education

Education

highschool
High School
Westhampton Beach High School
undergrad
Bachelor
Business Administration and Management, General
Suffolk County Community College
Career

Career

Relationship Banker

Help put customers in the best banking products for their needs, and service any existing accounts.

Career Roadmap

Roadmap
My work combines:
My work combines:
Business
Business
Technology
Technology
Helping People
Helping People

Day to Day

A great day would be helping a new customer set up their new account(s), and show them how to use every benefit of the product they are getting. Walk them through any questions they have including using their debit card, showing them how to bank online, and getting them comfortable using their new bank.

Skills & Qualities Beyond School

You need to have the ability to talk to customers on two levels. On the first level you need to make it personal, have small talk, get to know the customer on a personal level. Then you have to guide them in a professional manner to help them choose the product that is right for them. To the customer we are the expert and they want to use our knowledge, but to make them feel comfortable you need to be able to relate as another human.

Advice for Getting Started

Here's the first step for high school students

Get comfortable speaking to strangers. Be able to feel their vibe and adjust your own vibe to meet with theirs. This will allow you to relate best with someone you don't know.

Recommended Education

My career is related to what I studied. I'd recommend the path I took:

undergrad
Bachelor
Business Administration and Management, General
Hurdles

Hurdles

The Noise I Shed

From Family:

"You NEED to go to college. - My mother."

Yes, I agree with Mom, college is important. But life experience is just as, if not more, important. Kids coming out of college are educated in their field, but often lack the ability to apply their skills in the real world. I ended up getting my life experience first by climbing the retail ladder, now I continue to attend college for my education, but I feel I have an upper hand having had the life experience first.

Challenges I Overcame

Financial
Financial

Money has always been tight, especially starting a family fairly young. Sacrifices will be made and you need to make sure your priorities are in the right order, most of the time putting yourself last. Everything works out in the end.