Stephen Peterson
Orlando
Summary
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker II | Licensed Personal Banker (i)
Fifth Third Bank
08.2022 - Current
- Promoted to Licensed Personal Banker in June 2024 after earning Series 6, 63, and 65 licenses, expanding scope to include investment-related services.
- Build and maintain trusted relationships with a diverse portfolio of clients, offering personalized financial guidance to meet both short- and long-term goals.
- Leverage Series 6, 63, and 65 licenses to provide investment-related guidance and strengthen clients’ financial strategies
- Use Excel and other financial tools to track performance metrics and communicate team and individual contributions to branch success.
- Proactively refer clients to specialized areas such as mortgage, business banking, treasury management, and private wealth services to deepen relationships.
- Resolve a wide range of client inquiries and concerns with professionalism, ensuring a seamless and positive client experience.
Personal Banker I
Fifth Third Bank
05.2021 - 08.2022
- Delivered essential banking support, assisting clients with account services, deposits, and product education.
- Built foundational client service skills and contributed to branch performance goals.
- Actively participated in branch campaigns and community outreach to promote financial literacy and banking services.
Budgeting Analyst
Nelson Worldwide
01.2019 - 01.2020
- Developed and maintained departmental budgets, creating targeted financial models that improved spending visibility and informed fiscal decision-making.
- Analyzed and tracked company-wide expenses, processing 50+ daily expense reports to ensure compliance with budgetary guidelines.
- Designed and implemented custom reporting tools to streamline communication of travel and discretionary spending trends across teams.
- Managed accounts payable processes, including invoice verification and timely payment execution, reducing discrepancies.
Education
Bachelor of Science - Finance & Data Analytics
University of Cincinnati
Cincinnati, OH12.2020
Skills
- Relationship building and management
- Branch operations
- Customer service
- Attention to detail
- Financial planning
- Critical thinking
- Excellent communication
- Teamwork and collaboration
Certification
- FINRA Series 65
- FINRA Series 63
- FINRA Series 6
- Florida 2-14 Life, Health & Variable Annuities License
Timeline
Personal Banker II | Licensed Personal Banker (i)
Fifth Third Bank
08.2022 - Current
Personal Banker I
Fifth Third Bank
05.2021 - 08.2022
Budgeting Analyst
Nelson Worldwide
01.2019 - 01.2020
Bachelor of Science - Finance & Data Analytics
University of Cincinnati
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