Alyssa Otis

  • San Diego US-CA
Alyssa Otis


Social Networks

Successful Traits

  • Fair and respected leader, professional and positive mentor to staff and peers, proven through high levels of responsibility early on in career
  • Team player with a strong work ethic and effective interpersonal communications, who always volunteers to go above and beyond what is required of normal job duties and to lend assistance when needed, constantly achieving excellent results
  • Deliver quality results regardless of the obstacles encountered and make sound judgment calls by investigating multiple solutions and utilizing a wide variety of resources
  • Providing exceptional service to a variety of clients and discovering solutions that satisfy both the clients’ and the institution’s needs
  • Quick and effective learner, always eager to continue to refine and develop knowledge while taking on additional responsibilities and opportunities
  • Able to keep abreast with constantly changing laws and regulations applicable to the industry and to quickly adapt to ensure operations are kept in compliance, updating practices as needed


To utilize the skills learned throughout my career at small and large financial institutions, and perfected while obtaining a Master's Degree in Strategic Communications to make the transition into a career in media and public relations.



Strategic Communications Planning

Ability to develop a thorough strategic communications plan utilizing the RPIE (Research, Planning, Implementation, Evaluation) method

Microsoft Office Suite

Work History

Work History
Dec 2011 - Present

AVP/Branch Manager

Bank of Southern California
  • Management and operational repair of local institution's flagship office
  • Establishing new and deepening existing client relationships in order to grow the branch and maintain profitability
  • Mentor and professionally develop branch staff
  • Assisted in the development of and continued management of organization's employee engagement committee and employee engagement efforts
  • Creation and dissemination of intra-organizational communication on behalf of employee engagement committee
  • Planning and execution of organization's events hosted for both employees and clients
  • Assisted in the creation and implementation of new products and services
  • Creation of bank-wide operational policies and procedures
  • Creation and management of client outreach program
Mar 2011 - Dec 2011

Operations Specialist, Purchase and Sales

LPL Financial

  • Closely worked with equity traders to ensure trade discrepancies kept to a minimum
  • Booked block trades to client accounts
  • Worked with broker dealers across the country to quickly resolve trade differences and settle trades in a timely manner
  • Corrected various trader errors on equity trades
  • Completed advisors’ requests to remove worthless securities from client accounts
Sep 2007 - Feb 2011

Universal Banker

U.S. Bank, Formerly Known As San Diego National Bank

  • Assumed full responsibility in assisting clients with all of their financial needs
  • Opening and servicing business and consumer deposit relationships
  • Applying for and booking various types of consumer and business loans
  • Processed transactions
  • Efficiently solved client issues
  • Monitored client activity in order to detect potential fraudulent or illegal activity
  • Cross-selling of appropriate products
  • Trained and developed new employees


Jul 2013 - Jul 2014

Master of Arts

National University
Sep 2007 - Dec 2010

Bachelor of Arts

San Diego State University


Mar 2012 - Mar 2016

California Notary Public

California Secretary of State