Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Timeline
Generic

Stephanie Williams

Saint Petersburg,FL

Summary

Experienced Banking Professional with over 21 years in the Financial industry. I am adept at both team leadership and client management. My leadership approach focuses on modeling, mentoring, motivating, and measuring. By modeling desired behaviors, supporting associates through mentorship and talent development, I celebrate behavioral growth, which elevates measured outcomes. As a client manager, I emphasize a client centric approach to ensure exceptional client experience. My objective is to improve the financial lives of my clients and develop other associates to achieve the same.


Overview

15
15
years of professional experience
1
1
Certification

Work History

Senior Banker

Bank Of America, N.A.
10.2024 - Current
  • Builds relationships with clients to meet financial needs
  • Drives the client experience
  • Executes the bank's risk culture and strives for operational excellence
  • Manage financial center traffic, appointments, and outbound calls
  • Advise and fulfill solutions for new and existing clients based on their needs
  • Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
  • Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
  • Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
  • Championed digital transformation initiatives within the department, modernizing systems for increased productivity and streamlined workflow processes.
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.

Financial Center Manager

Bank Of America, N.A.
09.2009 - Current
  • Develop and lead performance-oriented team dedicated to accomplishing sales and service objectives
  • Evaluate transactions and account openings to check for compliance with government guidelines
  • Work with other department leaders to promote services and deliver seamless banking experience
  • Track metrics to maintain current understanding of center operations
  • Advise clients in selection of financial products to meet their banking needs
  • Establish strategic business plans for daily operations
  • Promoted digital banking adoption among customers by providing assistance in using online platforms seamlessly.
  • Implemented fraud prevention measures by regularly reviewing transaction activities for suspicious patterns.
  • Overcame challenging market conditions by adapting strategies, strengthening client relationships, and maintaining service excellence standards.
  • Conducted regular performance reviews for team members to assess progress against objectives while offering constructive feedback on areas requiring improvement.
  • Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring the financial center consistently operated in compliance with all relevant guidelines.
  • Monitored key performance indicators to identify areas of improvement and implement corrective actions accordingly.
  • Enhanced customer satisfaction with exceptional service, relationship building, and personalized banking solutions.
  • Fostered a positive work environment that encouraged collaboration, open communication, and continuous learning among team members.
  • Mentored staff members in sales techniques, product knowledge, and industry best practices to maximize performance levels consistently.

Education

Bachelor of Science - Political Science

Florida Agricultural And Mechanical University
Tallahassee, FL
12.1998

MBA - Leadership And Human Resources

Webster University
St Louis, MO
05-2027

Skills

  • Strategic Planning Skills
  • Strategic Decision Making
  • Recruitment Process Management
  • Compliance Risk Evaluation
  • Employee Training Oversight
  • Focused Execution
  • Problem Anticipation and Resolution
  • Team Development Coaching
  • Cash handling
  • Operations management
  • Team Leadership
  • Analyzing data
  • Portfolio management
  • Schedule coordination
  • Quality controls
  • Collaborative Partnership Building
  • Client Relationship Management
  • Financial goal discovery
  • Process implementation
  • Performance management
  • Fraud prevention
  • Human Resources Acumen
  • Organizational skills
  • Team leadership
  • Verbal and written communication
  • Mentorship Skills
  • Risk mitigation
  • Team development
  • Client relationship management
  • De-escalating conflicts
  • Prioritizing and planning
  • Team collaboration

Accomplishments

  • Consistently maintained high customer satisfaction ratings.
  • Recognized for One Team Performance (Inclusion of business partners to provide clients with wholistic financial advice) 2018

Affiliations

  • Florida Baptist Convention, Board of Missions

Certification

  • Notary, State of Florida

Timeline

Senior Banker

Bank Of America, N.A.
10.2024 - Current

Financial Center Manager

Bank Of America, N.A.
09.2009 - Current

Bachelor of Science - Political Science

Florida Agricultural And Mechanical University

MBA - Leadership And Human Resources

Webster University

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