Stacy Smith
Beaver Dam,WI
Summary
Results-oriented professional experienced in handling customer needs in a quick and accurate manner. Skilled at maximizing client satisfaction and profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
10
10
years of professional experience
Work History
Finance Director
Ymca Of Dodge County
Beaver Dam, WI
08.2024 - Current
- Developed and implemented annual financial plans and budgets.
- Monitored cash flow, prepared monthly financial statements, and analyzed trends to ensure appropriate use of funds.
- Reviewed financial reports for accuracy and completeness in compliance with Generally Accepted Accounting Principles.
- Provided oversight for accounts receivable and payable functions, payroll processing, investments, and treasury operations.
- Coordinated audit activities with external auditors ensuring timely completion of audits.
- Developed and implemented strategies to improve employee retention rates.
- Coordinated with external vendors to ensure timely delivery of products and services.
- Oversaw daily operations of multiple departments within the business.
- Conducted employee onboarding activities including orientation, benefits enrollment, and new hire paperwork.
- Performed data entry into computer systems to document transactions.
Business Relationship Manager/Treasury Management Specialist
Bristol Morgan Bank
Fond Du Lac, WI
11.2023 - 08.2024
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Conducted comprehensive relationship reviews to understand and develop solutions for client needs, partnering with specialists to resolve specific issues.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
- Addressed inquiries from clients and department team members.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
- Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests.
- Tracked monthly sales to generate reports for business development planning.
- Maintained professional network of potential clients and business opportunities.
- Coordinated with external auditors for the annual audit process.
Branch Manager
Bristol Morgan Bank
Fond Du Lac, WI
08.2023 - 11.2023
- Created sales action plans to consistently meet employee retention, profit, customer experience and lending goals.
- Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
- Developed and implemented sales and marketing strategies to align with annual sales initiatives.
- Directed team members in authorizing loans and opening checking and savings accounts.
- Explained benefits of various investment options to help customers fulfill personal investment goals.
- Examined markets to inform customers on profitable purchases and financial opportunities.
- Handled inbound telephone calls from interested customers.
- Educated customers about product or service offerings meeting individual needs.
- Contributed to team efforts by successfully accomplishing and exceeding daily sales goals.
Bank Manager
Associated Bank
Watertown, WI
02.2023 - 08.2023
- Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
- Analyzed products and policies and recommended changes to maximize profitability.
- Developed and implemented sales and marketing strategies to align with annual sales initiatives.
- Directed team members in authorizing loans and opening checking and savings accounts.
- Delivered associate performance evaluations to determine merit increases and bonus amounts.
- Created sales action plans to consistently meet employee retention, profit, customer experience and lending goals.
- Analyzed competitors and market trends to facilitate business growth.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
Vice President/Branch Manager
BMO Harris Bank
Beaver Dam, WI
03.2021 - 02.2023
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Developed culture of success rewarding performance, productivity and sales results.
- Reduced bank losses by setting successful risk management policies.
- Made continuous business adjustments to improve branch operations.
Relationship Banker
BMO Harris Bank
Beaver Dam, WI
04.2019 - 03.2021
- Modified, opened and closed customer accounts.
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
- Addressed inquiries from clients and relationship management department team members.
- Advised customers on bank products, services and financial planning options.
- Developed culture of success rewarding performance, productivity and sales results.
Relationship Banker
Farmers and Merchants Union Bank
Columbus , WI
07.2018 - 04.2019
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Opened new customer accounts, including checking, savings and lines of credit.
- Completed daily cash balancing, including the ATM.
Personal Banker
BMO Harris Bank
Beaver Dam, WI
08.2016 - 07.2018
- Promoted a diverse array of financial products by continuously acquiring new industry knowledge.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Networked to build client base and promote products to new and existing clients.
- Established connections with new clients through proactive follow-up strategies.
- Processed sales referrals and promoted bank services and products
- Consistently met or exceeded sales goals
- Tellering operations such as deposits, withdrawals, transfers, and payments
- Opened new customer accounts, including checking, savings and lines of credit.
- Completed daily cash balancing, including the ATM.
Senior MSR
Marine Credit Union
Waupun, WI
02.2016 - 07.2016
- Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
- Completed daily cash balancing, including the ATM.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Modified, opened and closed customer accounts.
- Made delinquent customer calls
Receptionist/Stylist
Kaljm Salon & Spa
Beaver Dam, WI
10.2015 - 04.2016
- Welcomed and greeted clients daily.
- Shampooed, conditioned and rinsed clients' hair.
- Blow dried clients hair.
- Ensured salon was kept clean and stocked with proper inventory.
- Addressed all guest complaints and referred any escalated situations to management.
- Collaborated with clients of all types to increase profile and status through effective styling.
- Continually updated spa forms and brochures with the most current information.
- Organized salon paperwork and office files.
- Scheduled appointments for other stylists
Personal Banker
Wells Fargo Bank
Waupun, WI
04.2014 - 10.2015
- Created strategic financial solutions to suit client needs and promote branch services.
- Established connections with new clients through proactive follow-up strategies.
- Networked to build client base and promote products to new and existing clients.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Opened new customer accounts, including checking, savings and lines of credit.
- Completed daily cash balancing, including the ATM.
Education
High School Diploma -
Beaver Dam High School
Beaver Dam, WI2010
Skills
- Creative thinking
- Community relations
- Team building
- Money handling
- Resourcefulness
- Quick learner
- Customer service-oriented
- Issue Resolution
- New Business Development
- Relationship Building
Organizations
- 2017 graduate of the Citizens Police Academy
Timeline
Finance Director
Ymca Of Dodge County
08.2024 - Current
Business Relationship Manager/Treasury Management Specialist
Bristol Morgan Bank
11.2023 - 08.2024
Branch Manager
Bristol Morgan Bank
08.2023 - 11.2023
Bank Manager
Associated Bank
02.2023 - 08.2023
Vice President/Branch Manager
BMO Harris Bank
03.2021 - 02.2023
Relationship Banker
BMO Harris Bank
04.2019 - 03.2021
Relationship Banker
Farmers and Merchants Union Bank
07.2018 - 04.2019
Personal Banker
BMO Harris Bank
08.2016 - 07.2018
Senior MSR
Marine Credit Union
02.2016 - 07.2016
Receptionist/Stylist
Kaljm Salon & Spa
10.2015 - 04.2016
Personal Banker
Wells Fargo Bank
04.2014 - 10.2015
High School Diploma -
Beaver Dam High School
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