Stephanie Prince
Summary
Experienced banking professional with a strong background in client management and financial analysis. Successfully cultivated relationships with clients by providing tailored financial solutions, resulting in enhanced customer satisfaction and loyalty. Led initiatives to streamline branch operations, improving efficiency and reducing processing times for transactions. Demonstrated expertise in regulatory compliance and risk assessment, ensuring adherence to banking standards across all transactions.
Overview
7
7
years of professional experience
2026
2026
years of post-secondary education
1
1
Certification
Work History
Retail Relationship Banker
BMO Bank
Rohnert Park
05.2025 - Current
Sales and Service Manager
BMO Bank
Rohnert Park
09.2023 - 05.2025
- Cultivated strong relationships with clients by providing tailored financial solutions, enhancing overall customer satisfaction and loyalty.
- Conducted comprehensive financial assessments to identify client needs, effectively recommending optimal banking products and services.
- Led initiatives to streamline branch operations, resulting in improved efficiency and reduced processing times for client transactions.
- Collaborated with team members to train new staff on best practices in customer service and relationship management.
- Analyzed market trends to identify opportunities for business growth, contributing to the development of targeted marketing strategies.
- Developed and maintained detailed knowledge of banking regulations and compliance requirements, ensuring adherence across all transactions.
- Assisted in managing branch performance metrics, tracking progress towards sales targets, and reporting findings to senior management.
- Completed documentation for new accounts in alignment with bank policies and procedures.
- Supported and managed promotional activities to increase bank exposure and reputation in local community.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Developed strong relationships with existing customers through regular follow-up calls.
- Greeted customers and identified their banking needs.
- Identified and resolved complex client service issues to deliver exceptional customer service.
- Identified opportunities for cross-selling additional products or services based on customer needs.
- Advised customers on financial products that best suit their needs.
- Cultivated a positive work environment by maintaining professional relationships with co-workers.
- Opened new accounts for customers, processed deposits and withdrawals, cashed checks, and issued money orders.
- Maintained updated knowledge of bank products, services, promotions, policies, procedures, regulations.
- Handled cash drawer operations accurately while balancing at the end of the day.
- Assisted customers with online banking services such as setting up accounts, transferring funds, and activating debit cards.
- Participated in community outreach programs to promote financial literacy initiatives.
- Provided training to new employees about retail banking operations.
- Answered customer questions regarding interest rates, fees associated with accounts and services offered by the bank.
- Provided exceptional customer service to all clients, including resolving inquiries and complaints.
- Researched complex customer issues using internal resources and external sources.
- Cross-sold bank products such as savings accounts and certificates of deposit.
- Identified financial needs of customers and presented appropriate product and service options.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Advised customers on bank products, services and financial planning options.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Modified, opened and closed customer accounts.
- Processed maintenance, operations and correspondence for new and existing accounts.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Opened and serviced accounts within authorized limits.
- Suggested tactics to improve banking functions and products.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Participated in training and mentoring of new associates, assisting with onboarding .
- Integrated marketing promotions and programs into conversations to educate and inform customers.
- Complied with security procedures and protocols when opening and closing bank vault.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Participated in community events and workshops to promote bank services and financial literacy.
- Developed and executed strategies to achieve and exceed sales targets for banking products and services.
- Utilized CRM tools to track client interactions, preferences, and feedback to improve service delivery.
- Leveraged banking technology platforms to streamline operations and enhance the client experience.
- Monitored financial market trends to provide timely and relevant financial advice to clients.
- Provided financial education and advice to clients, enhancing their understanding of banking options.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Conducted comprehensive financial needs assessments to offer tailored banking products and services.
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
- Analyzed client financial data to recommend personalized banking and investment solutions.
- Identified and pursued new business opportunities through targeted outreach and networking.
- Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
- Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
- Managed and deepened client relationships by providing personalized financial solutions and advice.
- Recommended strategies to clients to help achieve financial goals.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Coordinated and participated in group presentations on financial services to attract new clients.
Assistant Manager
Bank of the West
Rohnert Park
01.2019 - 09.2023
Education
Laguna High School
Sebastopol, CASkills
- Financial analysis
- Client management
- Regulatory compliance
- Risk assessment
- Sales strategy
- Process improvement
- Relationship building
- Cross-selling techniques
- Customer service
- Financial product knowledge
- Online banking support
- Transaction processing
- Staff training
- Community outreach
- Financial education
- Business development
- Cash handling expertise
- Cross-selling
- Branch operations
- Financial planning
- Relationship building and management
- Sales expertise
- Banking
- Teller background
- Recordkeeping requirements
- Loss prevention
- Account closings
- Money handling
- Customer Service-oriented
- Teller support
- Cash flow management
- Policy development and implementation
- Creative thinking
- Account audits
- Employee motivation
- Cash handling
- Security
- Client education
- Decision-making
Certification
- Notary
Accomplishments
- Circle of excellence October 2022
- Top Performer 2023
Timeline
Retail Relationship Banker
BMO Bank
05.2025 - Current
Sales and Service Manager
BMO Bank
09.2023 - 05.2025
Assistant Manager
Bank of the West
01.2019 - 09.2023
Laguna High School