Summary
Overview
Work History
Education
Skills
Industry Specific Skills
Timeline
Generic
Stephani M. Samaroo

Stephani M. Samaroo

North Ridgeville,OH

Summary

Experienced professional with 18 years in customer service and management. Four years specializing in building client relationships and delivering personalized financial solutions. Experienced in supporting complex client needs and managing account details for diverse portfolios. Known for being detail-oriented, reliable, organized, and a team resource. Seeking a transition from a Relationship Manager role to assisting to serve higher net worth clientele.

Overview

13
13
years of professional experience

Work History

Personal Banker

KeyBank
01.2023 - Current
  • Conduct comprehensive financial wellness reviews to identify needs and deliver tailored banking solutions
  • Manage and maintain a wide range of complex account types
  • Support relationship growth through community involvement, referrals, and contribution to branch acquisition strategies.

Financial Wellness Associate

KeyBank
01.2022 - 01.2023
  • Built strong client relationships through proactive engagement, education and follow up support
  • Processed high volume transactions accurately

Lead Teller

KeyBank
01.2022 - 01.2023
  • Supervised daily teller operations ensuring accuracy and compliance with policies and procedures
  • Maintained vault cash, balanced branch totals and resolve discrepancies in a timely manner

Store Manager

Heinen’s
01.2021 - 01.2022
  • Led daily operations across multiple departments, ensuring efficiency and high service standards an overall store performance.

Assistant Grocery Manager

Heinen’s
01.2020 - 01.2021

Bakery Manager

Heinen’s
01.2016 - 01.2020

Assistant Bakery Manager

Heinen’s
01.2013 - 01.2016

Education

B.S. - Business Accounting

Capella University

High School Diploma - undefined

Bay Village High School

Skills

  • Client Relationship Management
  • Time Management
  • Multitasking
  • Sales
  • Business and Personal Financial Development
  • Team Leadership and Collaboration
  • Strong Communication
  • Problem-Solving
  • Being strategic
  • Utilizing resources

Industry Specific Skills

  • Own Your Day
  • Quest
  • CMOD
  • Hogan
  • CE Desktop
  • Key Counselor
  • AOX
  • Teller 21
  • Cognos

Timeline

Personal Banker

KeyBank
01.2023 - Current

Financial Wellness Associate

KeyBank
01.2022 - 01.2023

Lead Teller

KeyBank
01.2022 - 01.2023

Store Manager

Heinen’s
01.2021 - 01.2022

Assistant Grocery Manager

Heinen’s
01.2020 - 01.2021

Bakery Manager

Heinen’s
01.2016 - 01.2020

Assistant Bakery Manager

Heinen’s
01.2013 - 01.2016

High School Diploma - undefined

Bay Village High School

B.S. - Business Accounting

Capella University
Stephani M. Samaroo