Stacy Worczak
TRUIST
Sanford,NC
7
years of professional experience
Customer-focused professional with extensive knowledge of banking standards. Skilled in resolving customer concerns to enhance satisfaction and meet business objectives. Organized and detail-oriented, effectively managing multiple priorities while supporting team goals.
Work History
COMMERCIAL REAL ESTATE ONBOARDING ADVISOR II
2 Years 9 Months- Maintained up-to-date knowledge of emerging market trends.
- Serve as the single point of contact for large clients.
- Collected and organized account opening documentation for processing.
- Managed a diverse portfolio of high net-worth clients, ensuring their long-term financial success.
- Strengthened client relationships by proactively addressing concerns and providing tailored financial solutions.
- Negotiated favorable terms in complex transactions, securing optimal outcomes for clients and the company.
- Provided exceptional service through regular check-ins and timely responses to inquiries, enhancing overall client satisfaction levels.
- Developed and implemented strategies to maximize client retention and expand existing relationships.
- Built and maintained relationships with new and existing clients while providing a high level of expertise.
- Managed a diverse portfolio of high net-worth clients, fostering relationships that contributed to their long-term financial success.
- Monitor and implement existing and new Treasury Services.
- Create and monitor Deposit Resolutions and Signature Cards
- Gather & file account opening documentation
- Worked closely with compliance teams to ensure adherence to industry regulations while managing risk exposure for both the company and its clientele.
- Developed and executed strategies that increased client retention rates and expanded relationships with existing clients.
- Built and maintained relationships with new and existing clients while providing a high level of expertise.
- Adapted quickly to rapid changes in workflow and client needs.
- Collaborated with cross-functional teams to implement system upgrades, improving user experience and functionality.
- Managed workflow optimization projects that resulted in enhanced service delivery timelines and customer satisfaction.
CIG-CRE / SR. RELATIONSHIP SPECIALIST II
3 Months- Delivered customer service by promptly responding to inquiries, resolving issues, and offering support to enhance client satisfaction
- Communicated with clients verbally and in writing
- Collaborated with other teammates to ensure successful client experiences
- Identified opportunities to improve processes related to client services
- Identified and implemented improvements in client service processes to enhance efficiency and client satisfaction
- Collaborated with teammates to streamline processes, ensuring positive client experiences
- Maintained accurate records of client interactions and transactions
- Prioritized tasks based on urgency and importance when servicing multiple customers simultaneously
- Verbal & in writing
COMMERCIAL CLIENT SPECIALIST II
1 Year 8 Months- Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios
- Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales, regional CRE clients, and Not for Profit/government entities
- Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc
- To support RM's client contact strategy and ensure sure that CRM data is current and accurate
- Provided additional sales support by scheduling appointments, creating prospect lists, and providing calendar assistance.
- Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data
- Maintain working knowledge and awareness of products and services
- Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress
- Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow-up as needed and clearly communicating within the team
- Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution
- Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc
- Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data
- Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process
- Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc
- Conduct general research and clear loan documentation exceptions
- Assisted Relationship Managers in managing problem loans by reviewing past due reports, monitoring payment postings, and identifying collection issues for timely resolution
SENIOR RELATIONSHIP BANKER
7 Months- Advised customers on bank products, services, and financial planning to enhance financial well-being
- Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues
- Modified, opened and closed customer accounts
- Completed thorough and accurate documentation for money movements, deposits or withdrawals
- Represented bank at local gatherings and networking events to build community relations and generate customer leads
- Balanced daily cash deposits and vault inventory with zero error rate.
- Managed portfolio of customers, reviewing accounts for discrepancies, fraud, or non-payment to ensure account integrity
- Verified checks for proper identification and endorsement
RELATIONSHIP BANKER
1 Year 3 Months- Compiling information about new accounts, entering account information into computers, and filing related forms or other documents
- Coached associates, providing constructive feedback to enhance performance and customer service
- Ensured optimal client experience in financial center by guiding team to meet performance goals and service requirements
- Led morning business huddle to discuss team activities and performance metrics. to go over associates activities, numbers, and areas of opportunity within the financial center
- Exercised override authority to ensure compliance with financial protocols.
- Servicing the ATM, balancing the vault, and performing safe deposit box & night drop activities
- Coaching and giving constructive, positive feedback to associates throughout the day
- Ensuring the team gives the client the best experience while in the financial center as well as pushing associates to meeting goals and requirements for each position
- Morning business huddle to go over associates activities, numbers, and areas of opportunity within the financial center
- Unlocking & locking the financial center
- Disarming and arming the security system
- Override authority
- Completing thorough and accurate documentation for money movements, deposits or withdrawals.
Skills
Product Knowledge
Credit History Review
Service support
Attention to Detail
Excellent Communication
Verbal communication
Multitasking and Prioritization
Service delivery
Client-Centric Approach
Critical Thinking
Risk Management
Relationship Building
Customer trust
Calm and Professional Under Pressure
Verbal communication
Courteous with Strong Service Mindset
Financial Analysis
Upbeat and Positive Personality
Timeline
COMMERCIAL REAL ESTATE ONBOARDING ADVISOR II
TRUIST
11.2023 - CurrentRead More
CIG-CRE / SR. RELATIONSHIP SPECIALIST II
TRUIST
08.2023 - 11.2023Read More
COMMERCIAL CLIENT SPECIALIST II
TRUIST
12.2021 - 08.2023Read More
SENIOR RELATIONSHIP BANKER
TRUIST
05.2021 - 12.2021Read More
RELATIONSHIP BANKER
Bank of America
02.2020 - 05.2021Read More