Stacey Dockstader
Falmouth,MI
Summary
Possess a passion for helping clients, build relationships with them, and earn their trust. Committed to enhancing customer satisfaction and driving business growth.
Overview
13
13
years of professional experience
Work History
Lead Associate Operations
Chase
12.2013 - Current
- Process and assist clients with transactions.
- Support the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards.
- Work with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience, and an active and engaging culture.
- Make clients’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.
- Introduce customers to your branch team who will build relationships and assist with specialized financial needs
Associate Banker
Chase
09.2010 - 12.2013
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained accurate records of customer transactions in line with bank procedures.
- Processed customer transactions promptly, minimizing wait times.
Education
Associate of Arts - Accounting
Kaplan University
Davenport, IABachelor of Arts - Finance
University of Arizona
Tucson, AZ06.2021
Bachelor of Arts - Business Administration
University of Arizona
Tucson, AZ06.2021
Skills
- Have a passion for helping customers, building relationships, and delivering extraordinary customer service
- Make personal connections, engage and educate clients, ask open-ended questions and listen to establish trust and build lasting relationships, discover financial needs, and tailor product and service recommendations
- Strong desire and ability to influence, educate, and connect clients to technology, making their lives easier with the self-service options available 24/7
- Using financial knowledge to offer thoughtful solutions to help address client's financial needs, being instrumental to the success of the branch
- Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together
- Connect clients to specialists, our Financial Advisors, Mortgage Bankers, or Business Relationship Managers, who can help them with specialized financial needs
Timeline
Lead Associate Operations
Chase
12.2013 - Current
Associate Banker
Chase
09.2010 - 12.2013
Associate of Arts - Accounting
Kaplan University
Bachelor of Arts - Finance
University of Arizona
Bachelor of Arts - Business Administration
University of Arizona
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