Stephanie Scherzberg
North Prairie,WI
Summary
I am a servant leader who helps motivate staff and members to a be the best they can be while increasing client satisfaction. I believe growth in an organization is instilled by people and how we care for our community . I am committed to growing myself and those around me with a team-oriented philosophy while taking a people-first approach.
Overview
17
17
years of professional experience
Work History
Investment Officer
WELS Church Extension Fund
01.2023 - Current
- Handle financial transactions worth up to $150,000.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Adherence to applicable regulatory guidelines.
- Skilled at working independently and collaboratively in team environment.
- Self-motivated, with strong sense of personal responsibility.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Ballroom Dance Instructor
City Of Waukesha-Recreation Department
09.2021 - Current
- Teach Ballroom dancing to 100's of couples and individuals by breaking down steps and demonstrating moves.
- Created healthy and safe learning environment for all adult students by promoting mutual respect.
- Provided constructive corrections to encourage students to learn steps and improve dancing.
Water Aerobics Instructor/Dance Instructor
YMCA Of Greater Waukesha County
06.2006 - Current
- Adapted classes to meet needs of participants with varying fitness levels.
- Promoted safe and inclusive environment for members.
- Delivered fun and motivating group fitness and dance classes designed to improve overall health and fitness levels.
Senior Personal Financial Officer
Landmark Credit Union
11.2020 - 09.2022
- Managed Customer service with emphasis of opening new accounts and creating new relationships for credit union.
- Developed lending strategies for customers on home equities as well as auto loans and use of credit cards.
- Contributed time to community with fund raisers to Children's Wisconsin and United Way.
- Team player in working and training new bankers.
Relationship Banker
PNC Bank
11.2011 - 11.2020
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
Education
Bachelor of Science - Education
Dr. Martin Luther College
New Ulm, MN12.1985
Skills
- Consultative Sales Approach
- Customer Needs Assessments
- Professional Relationships
- Client Rapport-Building
- Time Management
- Brand Awareness
- Meeting /Planning
- Organization
- Promoting
- Event Planning
- Customer Service
- Servant Leader
Affiliations
Latin Ballroom Club-Board of Directors
from 8-2003 to 7-2010, 5-2017 to present
WI Multicultural/EBERG-Participant & Mentor
from 1-2018 tp 11-2020
WWE of Greater Milwaukee-President, VP, and Secretary
from 8-2010 to 8-2013
Timeline
Investment Officer
WELS Church Extension Fund
01.2023 - Current
Ballroom Dance Instructor
City Of Waukesha-Recreation Department
09.2021 - Current
Senior Personal Financial Officer
Landmark Credit Union
11.2020 - 09.2022
Relationship Banker
PNC Bank
11.2011 - 11.2020
Water Aerobics Instructor/Dance Instructor
YMCA Of Greater Waukesha County
06.2006 - Current
Bachelor of Science - Education
Dr. Martin Luther College
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