Stephanie McDonough
Garland,TX
Summary
Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Sr Business Relationship Banker
Zions Bancorporation- Subsidiary Amegy Bank
Richardson , TX
01.2024 - Current
- Built long-term relationships with business customers by providing personalized service and support.
- Maintained records of all business customer interactions in a secure database system.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Provided financial advice to clients based on their needs and goals.
- Developed promotional strategies to attract new customers to the bank's products and services.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Complied with security procedures and protocols when opening and closing bank vault.
- Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
Vice President, Branch Manager III
Wells Fargo Bank N.A.
Carrollton, TX
02.2008 - 12.2022
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Coached, mentored and trained team members in order to improve their job performance.
- Ensured compliance with industry regulations and company policies.
- Provided leadership during times of organizational change or crisis situations.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Maintained up-to-date records of employee attendance, payroll information, vacation requests.
- Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
- Conducted performance reviews for team members.
- Resolved conflicts between employees by providing guidance on company policies and procedures.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Conducted performance evaluations, providing feedback and coaching for team development.
- Developed and implemented strategic plans to achieve company objectives.
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
- Oversaw daily operations, maintaining efficiency and quality standards.
- Recruited and hired qualified candidates to fill open positions.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Led a team of 14 employees, ensuring high productivity and excellent customer service.
- Facilitated team meetings and workshops to foster collaboration and share best practices.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Production Specialist
Texas Instruments Incorporated
Dallas, TX
01.2000 - 03.2005
- Maintained a clean workspace at all times by following established sanitation guidelines.
- Coordinated with vendors to obtain necessary raw materials or components for production runs.
- Ensured accurate and timely completion of production orders.
- Provided support when needed in order to meet tight deadlines.
- Assisted in training new employees on the use of machinery and safety protocols.
- Kept up-to-date on industry standards for safety regulations and best practices for operations management.
- Adhered to strict timelines while ensuring high-quality products were delivered on schedule.
- Moved items between machines, conveyors and transport equipment to meet production needs.
- Attended regular training sessions to increase machine operating skills.
- Met or exceeded target for on-time customer shipments.
Education
Licensed Massage Therapist - Massage Therapy
Parker University
Dallas, TX06-2001
High School Diploma -
Mabank High School
Mabank, TX06-1998
Skills
- Relationship building and management
- Business Development
- Sales expertise
- Financial processes understanding
- Persuasive communication style
- Financial Services
- Community Relations
- Proficient in SalesForce, Windows, Outlook, Excel
- Customer Service-Oriented
- Creative Thinking
Certification
- Notary Public
- Series 7, Series 66, Series 6 FINRA(Formerly Licensed)
- Gallager & Associates Sales Program Graduate
Accomplishments
- Wells Fargo Annual Golden Spoke Champion Leadership Award 2019
- Wells Fargo Annual Golden Spoke Champion Production Award 2017
Timeline
Sr Business Relationship Banker
Zions Bancorporation- Subsidiary Amegy Bank
01.2024 - Current
Vice President, Branch Manager III
Wells Fargo Bank N.A.
02.2008 - 12.2022
Production Specialist
Texas Instruments Incorporated
01.2000 - 03.2005
Licensed Massage Therapist - Massage Therapy
Parker University
High School Diploma -
Mabank High School
- Notary Public
- Series 7, Series 66, Series 6 FINRA(Formerly Licensed)
- Gallager & Associates Sales Program Graduate
Similar Profiles
Raymond MendozaRaymond Mendoza
Credit Analyst: Commercial & Industrial Corporate Banking at Vectra Bank of Colorado, a Zions Bancorporation Affiliate (NASDAQ: ZION)Credit Analyst: Commercial & Industrial Corporate Banking at Vectra Bank of Colorado, a Zions Bancorporation Affiliate (NASDAQ: ZION)
GARY SHERMANGARY SHERMAN
Mortgage Loan Officer at NEVADA STATE BANK/ ZIONS BANCORPORATIONMortgage Loan Officer at NEVADA STATE BANK/ ZIONS BANCORPORATION
Kent LeighKent Leigh
Fraud Investigation Specialist at Zions BancorporationFraud Investigation Specialist at Zions Bancorporation