Stacey Bongiorno
Milwaukee,WI
Summary
High-performing Bank Customer Service Representative with extensive experience providing exceptional service and support in fast-paced banking environment. Skilled in resolving customer issues, providing financial advice and cross-selling bank products. Strong communicator and problem-solver committed to helping customers achieve financial goals.
Overview
11
11
years of professional experience
Work History
Recruiter
Cielo
11.2021 - 07.2023
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Built strong relationships with internal and external candidates to ensure an excellent hiring experience.
- Collaborated with HR leadership regarding candidate salary determinations.
- Partnered with departmental managers to ascertain hiring needs and subsequently provide candidate recommendations.
- Pre-screened resumes prior to sending to corporate hiring managers for consideration.
Small Business Specialist II
US Bank NA
10.2017 - 10.2021
- Prospected for new business through networking, community outreach, and customer referral generation.
- Developed customized solutions of deposit, lending, and other products for small business customers.
- Analyzed data to identify root causes of problems and recommend corrective actions.
- Developed customized reports, summarizing and presenting data in visually appealing format.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Utilized loan origination software to process and track loan applications.
- Monitored pipelines to track and log status of loans.
Personal Banker III
US Bank NA
04.2012 - 10.2017
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Tracked and processed customer account requests and applications.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Backed up teller team by handling needs of new and existing customers at main counter.
Education
Brookfield Central High School
Skills
- Microsoft, Excel, Power Point, Smart Recruiters, Paradox, ACAPS, Sales Force, Fusion, CEI, NCINO, LDRS, Fiserv
- Experience Management
- Follow-Up Skills
- Building Customized Solutions
- Developing Customer Relationships
- Client Counseling
- Financial Services
- Interpersonal Communication
- Teamwork and Collaboration
- Loan Servicing
- Application Process Management
- Customer Service
- Document Management
- Regulatory Compliance
- Credit Reports
- Dedicated Work Ethic
- Attention to Detail
- Information Verification
- Client Coaching
- Processing Procedures
- Client Data Gathering
- Data Entry
Additional Information
- CERTIFICATIONS: , Licensed Talent Advisor, Licensed Healthcare Recruiter, Licensed Inclusion recruiter.
- Partnered with Select Milwaukee to teach financial literacy classes.
- Partnered with Germantown High School, conducted mock interviews with students.
- Partnered with Nathan Hale High school to teach a financial literacy class.
Timeline
Recruiter
Cielo
11.2021 - 07.2023
Small Business Specialist II
US Bank NA
10.2017 - 10.2021
Personal Banker III
US Bank NA
04.2012 - 10.2017
Brookfield Central High School
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