Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Kathryn Stefanski

Cape Coral,FL

Summary

Enthusiastic Business Development Officer dedicated to driving business success through smart networking and solid brand positioning. Encourages win-win negotiations to build strong partnerships and expand business reach. Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.

Overview

3
3
years of professional experience

Work History

Business Development Officer

LMCU
04.2022 - Current
  • Consulted with businesses to supply accurate product and service information.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Negotiated contracts with vendors and clients, ensuring favorable terms for the company''s success.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Set and achieved company defined sales goals.
  • Performed client research and identified opportunities for account growth, account penetration and market expansion.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Generated new business with marketing initiatives and strategic plans.

Branch Manager

LMCU
04.2022 - Current
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.

ABM/Retail Relationship Banker

Bank Of America
09.2020 - 03.2022
  • Retained existing clients and attracted new ones through personalized financial product recommendations.
  • Coordinated efforts with investment professionals to provide comprehensive wealth management services for high-net-worth individuals.
  • Implemented process improvements that led to increased operational efficiencies and cost savings for the branch network.
  • Advised clients on investments, retirement and estate planning.

Education

Early Education - Early Education

SC4
Port Huron, MI

Skills

  • Research
  • Relationship Management
  • Quality Control
  • Business Intelligence
  • New Business Development
  • Marketing
  • Training and mentoring

Accomplishments

Treasurer for the Fort Byers Beach Chamber of Commerce

President of Pointe Coral HOA

Very active in community and non-profits.


Timeline

Business Development Officer

LMCU
04.2022 - Current

Branch Manager

LMCU
04.2022 - Current

ABM/Retail Relationship Banker

Bank Of America
09.2020 - 03.2022

Early Education - Early Education

SC4
Kathryn Stefanski