Paige Stefanski
Fort Myers,FL
Summary
Treasury management professional prepared to drive financial stability and growth. Adept at cash management, risk assessment, and financial planning. Strong focus on team collaboration and achieving results. Reliable and adaptable with keen sense for strategic planning and problem-solving.
Overview
3
3
years of professional experience
Work History
Treasury Management Sales Associate
Lake Michigan Credit Union
02.2024 - Current
- Consistently brings a superior branded client experience from the first touch.
- Actively in the community and target market with networking and board positions, working with Community Development to give back and bring name recognition in an undersaturated market.
- Partnered with the Organizational Development team to enhance branch level training and mentor programs to bring elevated business knowledge and increase referrals.
- Lending experience to advise business owners on responsible opportunities to encourage business expansion and increase revenue
- Tasked with constructing and building platform merging Wealth Management and Treasury Management to create a seamless solution based experience.
Member Service Representative
Lake Michigan Credit Union
06.2022 - 02.2024
- Building relationships with members and discovering unique financial solutions that works best for them
- Mentoring new hires on credit union products and policies
- Assisting in branch audits and ensuring branch is ran fluidly through each business day
Teller
Edison National Bank
09.2021 - 06.2022
- Perform teller transactions, in charge of audits, shipments and training the new hires on the teller side
Education
B.S. - Finance and Business Management
Florida Gulf Coast University
Fort Myers, FL12.2024
Skills
- Excellent Communication skills and demonstrates leadership ability
- Familiar with CRM platforms and banking systems
- Passionate about working in a team to resolve client issues and enhance the experience
- Fluent in financial statements, regulations, laws and rules
- Solution minded and driven to deepen relationships
- Risk Management
- Prospecting
Community Service
Volunteering with several local non-profits like CROW, FISH, Height’s Foundation, Keeping Lee County Beautiful, Fort Myers Beach Chamber and Habitat for Humanity. Helping the community any chance I can.
Accomplishments
Simply The Best Member Experience Award, member of the PRIDE and culture council and committee member for The Financial Committee of the Fort Myers Beach Chamber for Events and Fundraising. Mentor in the Boys and Girls Club received Business Partner of the Year award.
Rising Star Award 2024
Given to the brightest and best in Lake Michigan Credit Union who exemplify commitment to business outreach and errorless documentation.
Timeline
Treasury Management Sales Associate
Lake Michigan Credit Union
02.2024 - Current
Member Service Representative
Lake Michigan Credit Union
06.2022 - 02.2024
Teller
Edison National Bank
09.2021 - 06.2022
B.S. - Finance and Business Management
Florida Gulf Coast University
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