Stephanie Chuy
Phoenix,AZ
Summary
Highly-motivated professional with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Over nine years of experience in banking industry.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Private Bank & Wealth Management Analyst
Silicon Valley Bank
01.2022 - Current
- Provided recommendations based on data analysis results for regulatory reporting, audits, data samples, and process improvements.
- Managed projects by identifying project duration, effort, sequence, and dependencies of task required to meet project objective.
- Collaborated with cross-functional teams on projects related to quality assurance and implementation initiatives
- Participated in regular meetings with management to assess and address issues and identify and implement improvements
- Implemented strategies for automating manual processes within the organization
- Integrated standardized tools and templates to streamline day to day operations.
- Delivered best in class client experience through active communication, anticipation, and fulfillment of private client needs.
- Performed quality assurance review on loan servicing requests for Tailored Lending
Global Deposit Operations Advisor
Silicon Valley Bank
01.2019 - 01.2022
- Implemented new client onboarding file records and serviced all global banking deposit and cash management products and services
- Developed dashboards to improve productivity and expedite remediation of issues
- Redesigned forms and agreements in collaborative efforts with business partners
- Researched audit sample evidence related to SOX controls and completed audit walkthrough
- Performed quality assurance testing on new and existing core systems to help improve workflow and automation enhancements
- Subject matter expert on department procedures, regulatory obligations, system behaviors and document requirements.
Treasury Management Relationship Manager
First International Bank & Trust
01.2016 - 01.2018
- Managed documentation for onboarding and service maintenance with clients, internal and external partners to support a smooth, accurate and timely product implementation.
- Proposed cash management solutions based on thorough understanding of the client’s objective.
- Maintained relationships with existing customers while seeking out new business opportunities
- Drafted presentations outlining the advantages of specific cash management products.
- Supported digital payment services such as ACH, Wire transfers, Merchant Services and Remote Deposit Capture.
Senior Teller
MidFirst Bank
01.2014 - 12.2016
- Processed customer transactions accurately and efficiently, including deposits, withdrawals, transfers and loan payments.
- Assisted customers in opening new accounts, closing existing accounts and completing other account maintenance activities.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Performed periodic audits on teller operations to ensure compliance with bank policies and procedures.
- Coached and mentored junior tellers on best practices for customer service and processing transactions.
- Assisted branch manager in developing strategies for increasing sales performance.
- Completed monthly audits and managed overdraft reports.
Education
Bachelor of Science in Business Administration -
Grand Canyon University
05.2021
Associates in General Business -
Chandler-Gilbert Community College
05.2014
Skills
- Deposit Operations
- Loan Servicing
- Treasury Management
- Project Management
- Quality Assurance
- Audit Support
- Information Gathering
- Documentation and Reporting
- Team Collaboration and Leadership
- Data Research and Validation
- Process Improvements
- Multiple Priorities Management
- Workflow Analysis
- Analytical Thinking
Certification
Certificate for Foundations of Project Management
Google Coursera
11/2023
Languages
Spanish
Native/ Bilingual
Timeline
Private Bank & Wealth Management Analyst
Silicon Valley Bank
01.2022 - Current
Global Deposit Operations Advisor
Silicon Valley Bank
01.2019 - 01.2022
Treasury Management Relationship Manager
First International Bank & Trust
01.2016 - 01.2018
Senior Teller
MidFirst Bank
01.2014 - 12.2016
Bachelor of Science in Business Administration -
Grand Canyon University
Associates in General Business -
Chandler-Gilbert Community College
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