ALLEN STEWART
New Orleans,LA
Summary
U.S. Army Veteran with over 15 years of experience. Equipped with a track record of successfully managing relationships across different cultures and geographies. Offering exceptional ability to build trust, deliver tailored financial solutions, and grow client portfolios in a global context.
Overview
1
1
Certification
20
20
years of professional experience
Work History
Relationship Banker
Regions Bank
New Orleans, Louisiana
05.2025 - Current
- Ranked in top 25 percent companywide by generating 25 qualified accounts and securing 100,000 in loans each quarter
- Established strong relationships with Treasury and Wealth Management, resulting in 21 client referrals over 7 months
- Managed business banking portfolio valued at 1.1 billion dollars, driving client satisfaction and retention
Teller Operations Coordinator
First Horizon Bank
New Orleans, Louisiana
05.2022 - 05.2025
- Served as subject matter expert for branch operations, transactions, and services, enhancing team knowledge and efficiency.
- Referred and sold banking products, contributing to increased customer engagement and satisfaction.
- Acted as Fraud Champion, managing ATM, wire, and debit card claims, ensuring timely resolution and customer trust.
Assistant Operations Manager
US Army
Fort Campbell, Kentucky
06.2006 - 09.2017
- Managed logistical support for 750 personnel trained to respond within 36 hours to emergencies worldwide, ensuring readiness and operational efficiency.
- Coordinated over 500 training initiatives, enhancing staff skills and preparedness across the organization.
- Developed an occupational performance training program for over 200 personnel, resulting in improved performance, morale, and ability to identify, process, and comprehend critical information
- Spearheaded daily staff meetings to identify improvement strategies, discuss policy updates, and promote open communication among team members.
Education
Master’s - Business Administration
University of North Carolina at Charlotte
Charlotte, NC12-2022
Bachelor of Science - Operation and Supply Chain Management
UNIVERSITY OF NORTH CAROLINA
Charlotte, NC12-2020
Skills
- Business banking
- Customer relationship management
- Account management
- Client acquisition
- Business development
- Portfolio analysis
- Risk management
Certification
- Louisiana Life, Health and Accident Insurance License, 2025
- Basic Leadership and Management Development Course, 2009
- Intermediate Leadership and Management Development Course, 2010
- Pathways for Success Program, 2019
Timeline
Relationship Banker
Regions Bank
05.2025 - Current
Teller Operations Coordinator
First Horizon Bank
05.2022 - 05.2025
Assistant Operations Manager
US Army
06.2006 - 09.2017
Master’s - Business Administration
University of North Carolina at Charlotte
Bachelor of Science - Operation and Supply Chain Management
UNIVERSITY OF NORTH CAROLINA