Stephanie Bruns
Mint Hill,NC
Overview
17
17
years of professional experience
1
1
Certification
Work History
Virtual Premier Banker
Wells Fargo
01.2023 - Current
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Develop, cultivate, and manage relationships with ahigh net worth client base with assets between 250,000 and 5 MM Dollars
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Worked with various business partners on a daily basis to help clients achieve their financial goals
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Evaluated client financial positions and identified most appropriate banking products.
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Realtor
EXP Realty
02.2019 - Current
- Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
- Advised and informed prospective clients on current market activities and conditions.
- Wrote contracts to outline sales and purchases of properties.
- Compared recently sold area properties to determine competitive market prices.
- Educated clients on changing or updating properties, buying and selling techniques and processes to maintain curb appeal.
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Verified payment and loan paperwork for property sales by working closely with banks, buyers and sellers.
- Interviewed clients and generated lists of potential properties meeting specific requirements from available listings.
Preferred Relationship Manager
Fifth Third Bank
02.2013 - 09.2018
- Develop, cultivate, and manage relationships with a high net worth client base with assets between 100,000 and 2.5 million dollars.
- Educated and sold clients products including life insurance, long term care, fixed annuities, installment loans, mortgage loans, lines of credit, deposit products, and credit cards.
- Developed Growth plans by identifying key clients, key targets, and priority service lines.
- Acquired over 1.5million on a monthly in investment assets from retail banking clients
- Consistently exceeded monthly sales goals while providing the highest level of customer service
- Top 10 Licensed Banker within the nation at Fifth Third Bank for 7 years in a row
- Presidents Circle 2016, 2017
Retail Licensed Banker
Fifth Third Bank
02.2007 - 02.2013
- Opened, closed and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Provided advice on different bank products and financial options.
- Evaluated client financial positions and identified most appropriate banking products.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
Education
Some College -
South Piedmont Community College
Polkton, NCSkills
- High Net Worth Individuals Marketing
- Customer Outreach
- Asset Protection Strategies
- Financial Counseling
- Inbound Customer Calls
- Generating Referrals
- Opening Accounts
- Equity and Debt
- Building Customized Solutions
- Strategic Planning
Certification
- Licensed Realtor
- NC Life, Health, Variable, and Long Term Care License
- Series 6
- Series 63
- Series 65
Timeline
Virtual Premier Banker
Wells Fargo
01.2023 - Current
Realtor
EXP Realty
02.2019 - Current
Preferred Relationship Manager
Fifth Third Bank
02.2013 - 09.2018
Retail Licensed Banker
Fifth Third Bank
02.2007 - 02.2013
Some College -
South Piedmont Community College
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