Shawn Stephens
Mesa,AZ
Summary
Drawing upon more than a decade of dynamic leadership experience, I am a seasoned leader with a track record of excellence, receiving the prestigious Wells Fargo Manager of the Year award for retail banking in AZ in 2018. My expertise lies in strategically identifying and nurturing pivotal business outcomes, while navigating the rapidly evolving risk and compliance landscape. My leadership acumen is further distinguished by my sense of good judgment, strong interpersonal communication skills, and 6 years of distinguished military service, both overseas and here at home.
"Work the Problem"
Overview
15
15
years of professional experience
Work History
Financial Representative
Northwestern Mutual
04.2020 - Current
- Developed comprehensive financial plans tailored to individual client needs and future goals, incorporating investment, retirement, estate planning, and risk management strategies.
- Drove new client acquisition strategy for our team, targeting specific industries, with the bulk of new client acquisition coming from Deloitte and E&Y
- Utilized financial modeling and analysis tools to assess client portfolios, make data-driven recommendations, and optimize asset allocation.
- Advised clients on appropriate insurance coverage, including life, disability, and long-term care insurance, to mitigate financial risks.
Branch Manager
Wells Fargo Bank
11.2012 - 03.2020
- Led one of the largest locations in the Phoenix metro area at over 30 total team members, and as many as 13 direct reports including bankers, specialty bankers, and other managers.
- Despite my teams large headcounts, high transaction volume, and regulatory controllables - was a recognized leader in several key business outcomes including customer experience, production per team member, and risk mitigation processes.
- Developed and implemented strong risk management strategies, instilling a 'risk first' mentality marked by the highest degree procedural adherence, heightened accountability, and a culture of proactive risk mitigation within my team. This translated into remarkable achievement across several key business indicators including customer satisfaction, enhanced team member engagement, and exceptional performance across regulatory and internal risk metrics.
- As a senior manager and market leader, I managed multiple business units simultaneously during periods of extended leadership absence balancing multiple competing priorities and tight timelines.
- Consistently looked to for emerging talent within the market due to culture of strong team member development.
- Utilized business strategies that were simple, clear and sustainable to achieve responsible business growth and outcomes, coupled with an individualized coaching approach to drive skill mastery within my team.
- Managed 5 different branches with 8 years and established a reputation as a leader who could quickly implement a culture of success and build strong teams. As a result, was often asked to mentor other managers within the region who were experiencing their own challenges within their business.
Business Training Consultant
Wells Fargo Bank
07.2010 - 11.2012
- Served as a consultant throughout the Wells Fargo - Wachovia merger as part of the Project Management Office responsible for retail change strategy and team member integration
- Over 2 years and 500+ hours delivering classroom facilitation and training.
- Partnered closely with Region Leaders to develop, coordinate, and execute market specific conversion strategies that addressed brand, team member, and customer considerations
- Quickly established partnerships with multiple workgroups across several lines of business to meet tight timelines amid large scale, sweeping change.
- Effectively engaged large teams and led with influence while acting in consultative role.
Personal Banker
Wells Fago Bank
07.2009 - 06.2010
Teller
Wells Fago Bank
07.2008 - 06.2009
Education
Bachelors of Engineering Technology - Engineering
DeVry University
Downers Grove, IL09.2024
Accomplishments
- Served as the Communications Chair on the board for the Arizona Veterans Team Member Network. Was responsible for the communication and coordination of events within the community that benefit Veterans and their families. Other responsibilities included newsletter production, membership tracking, involvement, and management.
- Was honored to be awarded with the Arizona Management Excellence Award for Wells Fargo Consumer Banking in 2018
Timeline
Financial Representative
Northwestern Mutual
04.2020 - Current
Branch Manager
Wells Fargo Bank
11.2012 - 03.2020
Business Training Consultant
Wells Fargo Bank
07.2010 - 11.2012
Personal Banker
Wells Fago Bank
07.2009 - 06.2010
Teller
Wells Fago Bank
07.2008 - 06.2009
Bachelors of Engineering Technology - Engineering
DeVry University
Similar Profiles
Elijah BattleElijah Battle
Operations Assistant at Northwestern MutualOperations Assistant at Northwestern Mutual
Eli HamptonEli Hampton
Financial Associate at Northwestern MutualFinancial Associate at Northwestern Mutual
David ZuborDavid Zubor
Financial Representative at Northwestern MutualFinancial Representative at Northwestern Mutual
Rajender GuduruRajender Guduru
Financial Advisor at Northwestern MutualFinancial Advisor at Northwestern Mutual
Morgan LiangMorgan Liang
Teacher Assistant at Cadence Academy MontessoriTeacher Assistant at Cadence Academy Montessori