Stephanie Vandenburg
Woodland Park,CO
Summary
Polished banking professional offering 20 years of experience and specialization in working with high net worth individuals. Adept at building relationships, facilitating communication and implementing strategic plans to meet business and client needs.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Private Wealth Advisor
US Bank National Association
Colorado Springs, Colorado
05.2022 - Current
- Developed relationships with prospective new clients through marketing activities such as networking events or cold-calling campaigns.
- Presented clear explanations of complex financial concepts in a way that was easy for non-experts to understand.
- Performed periodic reviews of existing portfolio holdings to ensure they are meeting client objectives.
- Attended conferences and seminars related to private wealth management topics in order to stay abreast of industry trends and developments.
- Developed and implemented customized wealth management strategies for high net worth clients.
Wealth Management Banker
US Bank NA
Colorado Springs, CO
11.2018 - 05.2022
- Established and enhanced client relationships through direct interactions.
- Worked with team to coordinate financial plans, reports and presentations.
- Participated in client investment and planning meetings by taking notes and overseeing meeting follow up process.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Promoted business to increase customer base and grow revenue.
- Implemented diverse wealth management options to meet client objectives.
- Took advantage of gaps in market and reached out to potential new clients.
- Partnered with loan and mortgage officers, Commercial bankers and financial advisors to provide clients with optimal financial solutions.
- Loan officer
- Accomplished goals meeting and exceeding all standards in all performance areas.
- Top-ranking Licensed banker & Wealth Management Banker.
- Developed strategies to increase customer satisfaction and loyalty through excellent service delivery.
- Ensured compliance with state and federal banking regulations through regular reviews.
Premier Banker
Wells Fargo
Pueblo , CO
10.2009 - 11.2018
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Improved decision-making by using current data on market conditions and individual financial situations.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Profiled customers effectively to identify needs and match bank products.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Met needs of high net worth individuals looking to manage at least $250 in assets.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Consumer and small business loan producer.
- Sales and service Winner 2016 Texas . Successfully ranked as top producer.
Licensed Financial Specialist
Wachovia Bank
Pueblo, CO
03.2007 - 10.2009
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Delivered high level of customer service and support by answering questions and returning phone calls quickly.
Personal Banker
Wells Fargo
Pueblo, CO
01.2000 - 03.2007
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Assisted commercial lenders with loan servicing, cash management and customer concerns.
- Sales and service Winner 2003 Las Vegas ranked as top teller.
- Sales and service Winner 2006 Hawaii. Successfully ranked as top banker.
Education
High School Diploma -
South High School
Pueblo CO 05.1993
Skills
- Flexible
- Friendly, positive attitude
- Relationship building
- Decision-making
- Planning
- Team building
- Customer service
- People skills
- Advising on investments
- Managing wealth
- Planning for retirement
- Debt and credit management
- Organizational skills
- Promoting products
- Community relations
Certification
- Series 6 & 63 Securities License - 2008
- Series 7 & 66 Securities License - 2013
Timeline
Private Wealth Advisor
US Bank National Association
05.2022 - Current
Wealth Management Banker
US Bank NA
11.2018 - 05.2022
Premier Banker
Wells Fargo
10.2009 - 11.2018
Licensed Financial Specialist
Wachovia Bank
03.2007 - 10.2009
Personal Banker
Wells Fargo
01.2000 - 03.2007
High School Diploma -
South High School