Stephanie Hughes
Lawrence
Summary
With 11 years of banking experience, I bring a wealth of knowledge and expertise to the Financial Center Manager role. My ability to balance client satisfaction, team development, and operational excellence makes me well-equipped to lead a financial center successfully. I am passionate about providing exceptional client service while driving business results.
Overview
12
12
years of professional experience
Work History
Relationship Banker
Bank of America
09.2021 - Current
- Build rapport to create strong client relationships by actively listening to uncover financial needs and priorities, utilizing Life Plan and digital tools to and scheduling for continuous support
- Provide referrals to specialized partners in Merrill, Home Loans, and Small Business services, deepening client relationships
- Drive operational excellence through adherence to Operational Management Procedures ensuring compliance and efficiency
- Mentor and coach peers and management, fostering a collaborative environment and enhancing team performance
- Lead the conversion of the Advanced Center to a Financial Center, driving the transformation and setting the stage for new service offerings, while continuing to mentor and lead the team through the transition
- Volunteer with multiple community organizations to strengthen the bank’s reputation and build trust within the local community.
- Take ownership of complex client cases, demonstrating leadership in problem-solving, ensuring client satisfaction while maintaining operational integrity and protecting the bank’s reputation.
- Consistently exceed benchmark goals, analyze performance data, and leverage insights to optimize outcomes, always keeping the client’s best interest in mind
- Nominated and participated in multiple upskilling programs, demonstrating a commitment to continuous professional growth and readiness for future leadership opportunities
- Contributed to continuous improvement by submitting multiple “Speak Up” ideas, drawing on years of banking experience to enhance processes and client satisfaction
Account Coordinator
DH Pace
11.2020 - 07.2021
- Managed national corporate accounts by creating comprehensive proposals, managing expectations and providing timely communication
- Qualified and dispatched service order requests, ensuring optimal resolution for client needs
- Scheduled and negotiated with subcontractors, maintaining strong and productive relationships
- Established and refined Preventive Maintenance programs for large clients, enhancing long-term service relationships
Personal Banker
U.S. Bank
03.2020 - 11.2020
- Fostered and maintained long-term relationships with both personal and business clients, identifying opportunities to meet financial goals across lending, savings, and credit-building.
- Delivered exceptional service by understanding clients’ needs and delivering tailored solutions
- Mentored branch staff, fostering a collaborative and customer-centric work environment
- Processed large cashier’s checks and domestic/international wire transfers with precision and attention to detail and compliance
- Proactively identified and stopped fraudulent activities, safeguarding the bank and customers
Teller Supervisor
U.S. Bank
09.2018 - 02.2020
- Supervised and mentored branch staff, providing guidance to improve individual performance and foster a high-performing team environment. Demonstrated a passion for coaching and developing team members to drive success
- Managed branch resources, including ordering and maintaining currency for the branch and ATM, ensuring accuracy and optimal cash flow. Ensured sufficient staffing levels to meet branch objectives and client needs
- Focused on identifying process inefficiencies and took action to streamline operations, removing obstacles to improve service delivery and client satisfaction
Universal Banker
U.S. Bank
06.2014 - 08.2018
- Managed scheduled appointments and walk-in traffic, ensuring prompt and effective resolution of client needs
- Proactively engaged clients with open-ended questions to identify unspoken financial goals, ensuring they received personalized solutions or were referred to the appropriate specialist.
- Assisted on the teller line, providing exceptional service in handling cash, deposits, withdrawals, and transactions
Teller
U.S. Bank
03.2014 - 05.2014
- Managed cash drawer and processed client and business deposits and change order requests (checks and cash) with accuracy and efficiency
- Maintained precise balancing of the cash drawer, safeguarding client transactions and ensuring trust
- Operated, balanced, and maintained the coin machine, supporting clients with quick and accurate coin services
Supervisor
Sam's Club
03.2013 - 03.2014
- Trained, coached, and mentored team members, providing ongoing feedback and performance evaluations to foster skill development and team growth
- Recruited, hired, and onboarded new team members, ensuring the right fit for the department’s needs and culture
- Created and managed staff schedules, ensuring optimal coverage to meet customer demand while adhering to budgetary guidelines
- Conducted monthly inventory management and daily category audits to ensure product availability and reduce waste
Education
Johnson County Community College
Overland Park, KS01.2019
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Missouri Western University
St. Joseph, MO01.2012
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Norris High School
Firth, NE01.2011
Skills
- Team Leadership & Development
- Conflict Resolution & Problem-Solving
- Change Management
- Operations management
- Attention to detail
- Reliability
- Critical thinking
- Organizational skills
Affiliations
- LEAD
- Intergen
- Parents & Caregivers
Timeline
Relationship Banker
Bank of America
09.2021 - Current
Account Coordinator
DH Pace
11.2020 - 07.2021
Personal Banker
U.S. Bank
03.2020 - 11.2020
Teller Supervisor
U.S. Bank
09.2018 - 02.2020
Universal Banker
U.S. Bank
06.2014 - 08.2018
Teller
U.S. Bank
03.2014 - 05.2014
Supervisor
Sam's Club
03.2013 - 03.2014
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Missouri Western University
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Norris High School
Johnson County Community College
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