Open To Work
Stephanie Premo
Palenville,NY
Summary
Strategic Business Development Officer with expertise in customer relationship management and financial analysis. Developed marketing strategies that increased client engagement and supported business growth. Experienced in pipeline management and driving initiatives aligned with organizational goals. Focused on cultivating relationships that enhance revenue and improve service delivery.
Overview
26
26
years of professional experience
Work History
Business Development Officer
Bank of Greene County
Catskill, New York
02.2020 - 06.2024
- Increased customer base by [Percentage] through targeted marketing strategies that attracted new customers and expanded client base by identifying and acting on growth opportunities.
- Analyzed customer financial needs to recommend tailored banking products that met client requirements, contributing to a [Percentage] increase in sales and higher client satisfaction scores.
- Facilitated loan applications by verifying documentation and expediting approvals, enhancing customer experience and saving an average of [Number] hours in processing time.
- Processed loan applications and evaluated creditworthiness for loan decisions, resulting in a [Percentage] increase in customer satisfaction ratings.
- Educated clients on available bank products and services to enhance understanding, leading to measurable improvements in service delivery and product development.
Business Development Officer
Rondout Savings Bank
Kingston, NY
03.2018 - 02.2020
- Developed and implemented strategies that expanded customer base and contributed to revenue growth.
- Cultivated relationships with prospective clients through targeted outreach, enhancing engagement levels.
- Built and maintained relationships with clients, partners, and vendors to establish successful collaborations.
- Collaborated with sales team members to identify target markets and develop sales strategies.
- Conducted market research to identify new business opportunities and trends.
- Developed growth plans by identifying key clients, key targets, and priority service lines.
- Maintained database of prospective client contacts for streamlined follow-up efforts.
Branch Manager
Rondout Savings Bank
Kingston, NY
03.2012 - 03.2018
- Managed daily banking operations ensuring compliance and risk management.
- Supervised staff to enhance customer service and streamline operations.
- Maintained relationships with clients to foster trust and loyalty within the community.
- Oversaw cash handling procedures ensuring accuracy and security at all times.
- Resolved customer inquiries quickly and efficiently while maintaining excellent service standards.
- Managed daily workflow including assigning tasks to staff members.
- Coordinated staff training programs to enhance knowledge of banking products and services.
- Analyzed financial reports to assess branch performance and identify improvement areas.
- Developed and implemented strategies that improved branch performance and boosted client satisfaction.
- Created and maintained a positive work environment within the branch.
- Conducted regular meetings with staff members to discuss progress towards goals.
- Addressed customer complaints and implemented solutions to improve satisfaction.
- Ensured compliance with banking laws and regulations through periodic review of internal policies.
- Processed and approved international and domestic wire transfers, cashed checks and posted deposits and withdrawals.
- Participated in community events related to banking services provided by the bank.
- Coordinated with other branches to ensure smooth operation across all locations.
- Identified areas of operational weakness or potential fraud risks in the bank's systems.
- Developed detailed sales action plans to enhance team productivity. to achieve employee retention, profit targets, and improved customer experience.
- Conducted weekly consultative sales meetings with prospects and clients to drive deposit growth.
Insurance Agent
Ulster Insurance
Kingston, NY
03.2009 - 03.2011
- Clarified complex insurance terms and conditions for clients, enhancing their understanding.
- Processed policy applications and claims efficiently, ensuring quick turnaround times.
- Collaborated with underwriters to assess risk profiles and determine appropriate coverage options.
- Educated clients on risk management strategies to effectively minimize potential losses.
- Performed regular follow-ups to improve client satisfaction and support retention.
- Educated customers on importance of maintaining adequate insurance coverage to mitigate risks.
- Guided school districts in selecting suitable insurance policies to meet specific needs.
- Attended industry seminars to remain informed on current insurance trends and regulations.
VP, Government Banking
JPMorgan Chase
Albany, NY
02.2004 - 12.2008
- Crafted tailored solutions addressing specific client needs and expectations, enhancing overall satisfaction.
- Delivered financial advice that supported informed decision-making and aligned with client objectives.
- Built long-term relationships with clients through effective communication and active listening.
- Evaluated client feedback to pinpoint areas for service improvement, driving enhancements in client experience.
- Conducted regular meetings to assess progress and address concerns.
- Maintained accurate records of client interactions within CRM system.
- Prepared detailed reports on client satisfaction for management review.
- Organized events to strengthen professional connections and engagement.
Relationship Manager
Key Bank, NA
Kingston, NY
04.1998 - 09.2004
- Cultivated strong client relationships through regular communication and personalized service.
- Assessed client needs to recommend suitable financial products and services.
- Managed client portfolios, ensuring timely responses to inquiries and requests.
- Developed strategies to attract new customers while retaining existing ones.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Maintained accurate records of all client interactions within the company's CRM system.
Education
Bachelor of Science - Business Management
Mt. St. Mary College
Newburgh, NY05-1995
Associate of Science - Business Administration
Ulster County Community College
Stone Ridge, NY05-1992
Skills
- Operations management and regulatory compliance
- Business development and client relations
- Relationship management and employee oversight
- Staff training and development
- Performance management and reporting
- Technical support for payment systems
- Interviewing and hiring strategies
- Upselling and cross-selling techniques
- Shift scheduling and cash handling
- Community engagement and employee development
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteSalary Range
$85000/yr - $200000/yrTimeline
Business Development Officer
Bank of Greene County
02.2020 - 06.2024
Business Development Officer
Rondout Savings Bank
03.2018 - 02.2020
Branch Manager
Rondout Savings Bank
03.2012 - 03.2018
Insurance Agent
Ulster Insurance
03.2009 - 03.2011
VP, Government Banking
JPMorgan Chase
02.2004 - 12.2008
Relationship Manager
Key Bank, NA
04.1998 - 09.2004
Bachelor of Science - Business Management
Mt. St. Mary College
Associate of Science - Business Administration
Ulster County Community College