Donnie D. Stiles
Advance,NC
Summary
Experienced professional with 20+ years in Financial and Customer Service Management. Demonstrates exceptional problem-solving capabilities and strong customer service skills. Focused on delivering results that contribute to organizational success.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Associate Trust Officer
Wells Fargo
11.2022 - Current
- Served as a trusted resource for junior Trust Officers by offering guidance and mentorship in their professional development.
- Collaborated with internal teams to create customized wealth management solutions for each client's unique goals and circumstances.
- Maintained detailed records of trust transactions, providing clear documentation for audits and legal proceedings when necessary.
- Developed strong relationships with clients by providing personalized service and understanding their financial needs.
- Supported continuous improvement initiatives within the organization, sharing best practices among fellow Trust Officers.
- Enhanced client trust by consistently delivering accurate and timely financial services.
- Contributed to the overall success of the trust department by participating in cross-functional projects and initiatives.
- Managed complex portfolios for high-net-worth clients, optimizing their investment strategies.
- Kept abreast of industry trends, regulatory changes, and best practices through continuous professional development, ensuring ongoing excellence in trust management services.
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Credit Analyst
Wells Fargo
01.2020 - 11.2022
- Enter, update, and retrieve information for credit applications.
- Determine the credit worthiness of applicants.
- Designate the degree of risk involved in extending credit by performing a cash flow analysis of each business.
- Ensure that all approved applications comply with bank criteria
- Review deals involving junior Credit Analysts and assist them as needed.
- Assist with bank and client audits
Licensed Personal Banker II
Wells Fargo
01.2019 - 01.2020
- Responsible for acquiring, establishing, and developing long term relationships with clients to cover all their financial needs and plans.
- Demonstrate a genuine interest in clients and their goals
- Recommending products and services with financial plan
- Special emphasis placed on assisting clients with more complex needs such as personal financial review, lending service, small business needs, investments, and retirement.
- Make introductions to financial specialists
- Experience mentoring and peer-coaching others
Financial Advisor
Edward Jones Investments
01.2017 - 01.2019
- Responsible for acquiring and establishing new clients to assist in reaching secure financial goals, tailored to lifestyle and well being.
- Researched new financial trends to be able to guide customers to new products.
- Worked with local Communities and offered financial service information during peak events.
- Monitored client accounts and conducted maintenance when needed to ensure profitability.
Vice President /City Executive
State Employees’ Credit Union
01.2007 - 01.2017
- Branch Manager supervising over 15 employees with Loan/Deposit production, customer service, operational flow, performance evaluations, recruiting and coaching for staff development.
- Performed Loan Officer duties of interviewing, approving and maintaining accounts including, Mortgage, Home Equity and Personal Loans.
- Performed branch audits, risk assessments, and data analysis for bank headquarters.
- Conducted monthly meetings with staff for updates to policies, marketing, and overall branch operations.
- Provided conflict resolution for customers and staff.
- Worked with branch to include community involvement and marketing strategies.
- Aggregated multiple balance reports for Executive Management and served on Advisory Board to review overall branch production.
- Worked closely with staff to develop new cross-selling programs to generate new business.
Loan Officer
State Employees’ Credit Union
01.2002 - 01.2007
- Responsible for processing new loans to ensure final loan package was complete.
- Researched property titles and tax records for mortgage loans, collecting all documents to be recorded for loan approval.
- Assisted Senior Loan Officer with customer appointments and review of interviews.
- Continually reviewed loan processes to ensure efficiency and accuracy, giving feedback for better work flow.
Customer Service Manager
RBC Centura
01.2000 - 01.2002
- Supervised teller staff of 6, providing guidance with daily branch operations.
- Performed branch cash duties including cash drawers, vault cash and ATM maintenance.
- Provided customer support for account questions and concerns, ensuring customer retention.
- Conducted cross selling of products driven from bank marketing.
Business Manager Coordinator/Banking Assistant
Macon Bank
01.1996 - 01.2000
- Provided analysis of bank accounts for management, giving continual overview of branch health.
- Performed data entry of invoices, loan demographics and loan applications.
- Monitored business manager default and fraud insurance for merchants.
- Conducted customer service calls and followed up with questions.
Education
B.A. - Management
Western Carolina University
05.1997
A.A.A. - Accounting
Southwestern Community College
12.1994
A.A.A. - Management
Southwestern Community College
05.1993
Diploma -
Franklin High School
06.1990
Skills
- Software
- Windows, Excel, Word, Power Point, Access, Overall business/financial business systems
Certification
- NC Insurance Licenses – Life and Health, Personal Lines, and Medicare Supp/LTC
- Mortgage Loan Originator certification (MLO)
- Accredited Financial Counselor (AFC)
- Accredited Trust and Financial Advisor (AFTA)
- Series 7 & 66 Investment Licenses
- Tax Certification – Volunteer Income Tax Assistance (VITA)
- Certified Credit Union Executive (CCUE)
- Notary for State Of North Carolina
Timeline
Associate Trust Officer
Wells Fargo
11.2022 - Current
Credit Analyst
Wells Fargo
01.2020 - 11.2022
Licensed Personal Banker II
Wells Fargo
01.2019 - 01.2020
Financial Advisor
Edward Jones Investments
01.2017 - 01.2019
Vice President /City Executive
State Employees’ Credit Union
01.2007 - 01.2017
Loan Officer
State Employees’ Credit Union
01.2002 - 01.2007
Customer Service Manager
RBC Centura
01.2000 - 01.2002
Business Manager Coordinator/Banking Assistant
Macon Bank
01.1996 - 01.2000
B.A. - Management
Western Carolina University
A.A.A. - Accounting
Southwestern Community College
A.A.A. - Management
Southwestern Community College
Diploma -
Franklin High School
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