Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stacey Costello

Exeter,United States

Summary

Professional in banking and service industry, prepared for collaborative role with Washington Trust as a Cash Management & Treasury Sales Associate in fast-paced environment working in partnership with internal business groups, COI's and new and existing clients.

Overview

18
18
years of professional experience

Work History

Office Manager and Carpentry Assistant

Costello Carpentry LLC
01.2019 - Current
  • Full project management; act as sole contact to client for full scale kitchen/bathroom renovations, and custom cabinetry, in-law new builds, and full home renovations.
  • Built and maintain website to include a full portfolio of work complete with pictures, job descriptions, and a showcase project of the month.
  • Answer all requests for proposal by creating presentations and accurate timelines for project management based on onsite visit and subsequent collaborative design. Draft detailed contract to comply with state regulations.
  • Utilize QuickBooks to maintain accurate financial records by project, by client, and in total by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets and project efficiency.
  • Provide all detailed bookkeeping notes and records to accountant for streamlined end of year reporting and taxes.

AVP, Cash Management Officer

Customers Bank
01.2014 - 01.2019
  • Sales driven approach to answering Requests for Proposal and creating customized, thorough presentations to attract new clientele and cross-sell to existing customers.
  • Regularly analyze current customer base and account activity to identify new opportunities for efficient banking and account management utilizing Customer Relationship Management tools.
  • Implemented and managed Salesforce base, providing regular updates on clients, keeping notes, maintaining accuracy and proforma detail across multiple business lines and departments.
  • Onboarding new retail and business customers, including new accounts, cash management sales, implementations and ongoing service and technical support.
  • Developed and maintained strong relationships with clients, resulting in increased business opportunities.
  • Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.

Business Banking Assistant

Santander Bank
01.2008 - 01.2014
  • Assisted in onboarding commercial and retail clients; account opening, cash management sales and implementations, ongoing customer service and technical support to Business Banking lenders in a collaborative environment working with multiple business lines and channels to optimize customer satisfaction.
  • Provide superior customer service to clients, internal business partners and COI's.
  • Supported branch operations by maintaining compliance with internal policies and regulatory requirements.
  • Successfully resolved customer complaints promptly and professionally, preserving client loyalty and trust in the institution.

Education

MBA, Accounting Candidate

Johnson & Wales University
Providence, RI

Bachelor of Science -

University of RI
Kingston, RI
01.2006

Skills

  • Sales proficiency
  • Customer service
  • Client Onboarding
  • Teamwork and collaboration
  • Multitasking and organization
  • Problem-solving
  • Clear communication
  • Initiative and Self-motivation
  • Technical Support and Implementation
  • Privacy focused
  • Risk Management
  • Client confidentiality
  • Adaptability
  • Documentation and Reporting
  • Compliance awareness

Timeline

Office Manager and Carpentry Assistant

Costello Carpentry LLC
01.2019 - Current

AVP, Cash Management Officer

Customers Bank
01.2014 - 01.2019

Business Banking Assistant

Santander Bank
01.2008 - 01.2014

MBA, Accounting Candidate

Johnson & Wales University

Bachelor of Science -

University of RI

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