Stephanie Vance

Universal Banker

Navy Federal Credit Union

06.2013 - Current

Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Streamlined account opening processes for increased efficiency in new customer onboarding.
Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
Analyze, research and resolve problems and discrepancies related to member accounts/loans
Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications
Trained new hires on customer service policies and procedures.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Conducted thorough customer assessments to identify opportunities for upselling or targeting specific financial goals.
Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
Delivered comprehensive financial guidance through regular consultations with clients, cultivating trust and loyalty over time.
Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
Contributed to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.