Summary
Overview
Work History
Education
Skills
Languages
Languages
Affiliations
Timeline
Generic

Stefany Williams

Murfreesboro

Summary

Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.

Overview

9
9
years of professional experience

Work History

Senior Banker

Bank of America
Madison, TN
2023.12 - Current
  • Developed and maintained relationships with customers to ensure customer satisfaction.
  • Analyzed financial data and provided advice on appropriate banking services for clients.
  • Resolved customer complaints regarding banking products or services in a timely manner.
  • Ensured compliance with federal regulations governing financial institutions.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Achieved or exceeded personal sales goals on consistent basis.

Relationship Banker

Bank of America
Nashville, TN
2019.01 - 2023.12
  • Cash capable associate with dual role on platform assisting customers in lending products as well as service issues.
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Reduced bank losses by setting successful risk management policies.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Interacted with prospects to better understand products and services required.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Supervisor trained to support manager in assisting in second level authentication for cash handling transactions.

Store Manager

Bluemont Group, LLC
2017.11 - 2018.11
  • Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
  • Processed daily paperwork, balanced register drawers, produced staffing schedules and prepared deposits.
  • Managed inventory tracking and physical inventory counts to minimize loss.
  • Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
  • Strengthened work flow productivity by hiring, managing and developing top talent.
  • Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.

Senior On-Site Manager

ResourceMFG
2017.02 - 2017.12
  • Onsite manager for staffing agency, in charge of managing an average of 300 temporary employees on a daily basis
  • Managed their safety, time sheets and disciplinary actions
  • Worked closely with the company we supported to help manage the interactions between the temporary employees and permanent employees.
  • Maintained safe operating compliance and verified that operations met best practice standards.
  • Participated in round table discussions to pose questions and answers regarding issues pertaining to safety, compliance and overall maintenance.
  • Reduced employee and subcontractor turnover rate.
  • Monitored worksite personnel to maintain high levels of quality and performance.

Manager

Bluemont Group, LLC
2014.11 - 2017.01
  • Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
  • Processed daily paperwork, balanced register drawers, produced staffing schedules and prepared deposits.
  • Managed inventory tracking and physical inventory counts to minimize loss.
  • Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
  • Strengthened work flow productivity by hiring, managing and developing top talent.
  • Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.

Education

Doctor of Business Administration - Strategy And Planning

Capella University
2026-05

Master of Business Administration - MBA - Project Management

Capella University
08.2021

Bachelor of Business Administration - BBA -

DeVry University
08.2010

Skills

  • Management and Leadership
  • Planning & Organizing
  • Training & Development
  • Customer Care Experience
  • Organizational Skills
  • Problem Resolution
  • Relationship Building
  • Critical Thinking

Languages

  • Fluent in Spanish
  • Languages

    English
    Native/ Bilingual
    Spanish
    Native/ Bilingual

    Affiliations

    • HOLA Power of 10 (2023)
    • Volunteer for Bank of America Marathon (2023)
    • Better Money Habits Champion

    Timeline

    Senior Banker

    Bank of America
    2023.12 - Current

    Relationship Banker

    Bank of America
    2019.01 - 2023.12

    Store Manager

    Bluemont Group, LLC
    2017.11 - 2018.11

    Senior On-Site Manager

    ResourceMFG
    2017.02 - 2017.12

    Manager

    Bluemont Group, LLC
    2014.11 - 2017.01

    Doctor of Business Administration - Strategy And Planning

    Capella University

    Master of Business Administration - MBA - Project Management

    Capella University

    Bachelor of Business Administration - BBA -

    DeVry University
    Stefany Williams