Summary
Overview
Work History
Education
Skills
Awards
Timeline
AssistantManager

Stacy Roos

Norwalk,CT

Summary

Talented Vice President with excellent employee development, customer service and analytics skills coupled with more than 10 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.

Overview

15
15
years of professional experience

Work History

VP, Client Support Manager

Bankwell Bank
11.2022 - Current
  • Cultivated strong relationships with key stakeholders, including customers, vendors, and regulators to promote collaboration and long-term success.
  • Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
  • Identified opportunities to improve business process flows and productivity.
  • Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across the organization.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Implemented advanced data analytics tools to drive data-driven decision-making across all levels of the organization, leading to better business outcomes.
  • Monitored team KPIs regularly, adjusting strategies as needed to consistently meet targets related to response time, resolution rates, and customer satisfaction.
  • Identified opportunities for process improvements, driving increased efficiency and reducing response times.
  • Worked collaboratively with sales teams to provide pre-sales assistance, ensuring smooth onboarding experiences for new clients.

Treasury Management Specialist

Bankwell Bank
11.2022 - 06.2023
  • Collaborated with internal audit teams to ensure adherence to treasury policies and procedures, identifying areas for improvement in risk mitigation efforts.
  • Supported the implementation of new software tools aimed at automating manual processes within the Treasury department for increased efficiency.
  • Enhanced cash flow management by implementing advanced treasury management systems and processes.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Collaborated with cross-functional teams to develop customized cash management solutions for clients'' unique needs.
  • Boosted operational efficiency by identifying areas for improvement and implementing best practices in cash management processes.
  • Enhanced client satisfaction by providing timely, accurate, and comprehensive cash management reports.
  • Conducted regular audits of cash management activities, ensuring alignment with internal policies and external regulations.
  • Delivered exceptional customer service by promptly addressing inquiries and resolving issues related to cash management services.
  • Managed high-volume wire transfers, implementation and customer inquiries by ensuring accuracy and adherence to compliance regulations.

VP, Relationship Officer

The New Canaan Bank (In Organization)
04.2022 - 10.2022
  • Preparing internal meeting agendas and board meeting minutes
  • Managed numerous Senior Executives Outlook Calendar to organize meetings with potential shareholders, third party vendors and internal meetings
  • Develop procedures and exhibits for Compliance, Deposit Operations and Retail Banking policies
  • Quality Control preparation on Vendor Management for Chief Compliance Officer
  • Implemented treasury and payment software and procedures.
  • Administrative assistance to CEO and Executive Chairman resulted in completing shareholders subscriptions and reporting
  • Manage and develop the bank’s core system for reporting purposes
  • Participated in the Community Reinvestment Act (CRA) Committee, Compliance Committee, Marketing Committee, and Technology Committee which resulted to develop procedures, policies for individual internal departments.
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.

AVP, Banking Center Manager

Webster Bank
06.2015 - 04.2022
  • Prepare Executives presentation, schedule large meetings and annual events for lower Fairfield County/Westchester County
  • Submit payroll expense, managing submission of expenses
  • Minimizing internal expense results below 3% of a 6% yearly budget and maximizing profits
  • Increased Cash Management, Treasury and Payment Solutions origination cross sell referrals average of 80% increase YOY
  • Consumer & Business Lending Originations analyzed financial documentation such as Tax Returns and Personal Financial Statements
  • Increased deposit growth by 40% YOY
  • Learning & development – increased banker YTD performance average of 5 bankers from 20% to 85% participation.

Personal Banker/Service Manager

Wells Fargo
08.2012 - 03.2015
  • Prepared daily, monthly, quarterly, annual financial reports for Senior Executives
  • Managed client’s portfolio by customer excellence servicing relationships to gain/retain clients by daily consistent behavior
  • Managing and budgeting expenses branch locations
  • Assisted Private Bank cliental for financial planning.

Head Teller

People’s United Bank
01.2009 - 08.2012
  • Manage and develop increase customer satisfaction in the Stop & Shop branches
  • Manage operations to minimize costs and financial risk
  • Prepare daily, monthly, quarterly reports to prepare for annual employee performance summaries.

Education

Studied Forensic Science -

Norwalk Community College
Norwalk, CT

Skills

  • Project Planning
  • Small Business Analytics
  • Approachable leader
  • Bilingual
  • Documentation And Reporting
  • Risk Management
  • CRM Software
  • Cross-Functional Collaboration
  • Fraud detection techniques
  • Financial analysis and reporting
  • Internal Controls and Reporting Systems
  • Remote Video Conferencing

Awards

  • 2018 Consumer Lending
  • 2019 Emerging Leader
  • 2020 Winning Edge Leader
  • 2020 Winning Circle
  • 2020 Employee Engagement

Timeline

VP, Client Support Manager

Bankwell Bank
11.2022 - Current

Treasury Management Specialist

Bankwell Bank
11.2022 - 06.2023

VP, Relationship Officer

The New Canaan Bank (In Organization)
04.2022 - 10.2022

AVP, Banking Center Manager

Webster Bank
06.2015 - 04.2022

Personal Banker/Service Manager

Wells Fargo
08.2012 - 03.2015

Head Teller

People’s United Bank
01.2009 - 08.2012

Studied Forensic Science -

Norwalk Community College

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Stacy Roos