Stephen Rochotte
Zanesville
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
6
6
years of professional experience
Work History
Personal Banker
First National Bank
05.2019 - 06.2023
- Worked as a teller for a year and a half
- Worked in Account Servicing for 6 months
- Worked in New Accounts and Consumer Lending as a customer representative
Assistant Office Manager
The Community Bank
07.2023 - 03.2024
- Managed daily operations, ensuring timely completion of tasks and maintaining a well-organized work environment.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Maintained inventory of office supplies, proactively restocking materials when needed to minimize downtime due to shortages.
- Kept front office clean and well-organized to keep areas presentable for guests and maximize professional appeal.
- Supported the Office Manager with various tasks such as preparing reports or managing staff schedules
- Handled sensitive information with discretion by adhering to confidentiality protocols at all times.
Universal Banker
The Community Bank
03.2024 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Analyzed clients' financial health by thoroughly reviewing credit reports, income statements, and other relevant documentation before approving loans.
- Supported borrowers throughout the entire lending process, ensuring clear communication and transparency.
- Ensured compliance with all federal, state, and local regulations governing the lending industry while managing risk exposure effectively.
- Increased loan approvals by efficiently evaluating and processing loan applications.
- Ambassador for Habitat for Humanity of Southeastern Ohio
Education
High school diploma -
Morgan High school
McConnelsville, OHNo Degree - Biomechanical Engineering
University of Akron
Akron, OHSkills
- Customer service
- Customer satisfaction
- Client relationship management
- Positive attitude
- Cash handling
- Fraud prevention
- Attention to detail
- Relationship building and management
- Banking
- Banking policies and procedures
- Loans
- Financial services
- Account management
Timeline
Universal Banker
The Community Bank
03.2024 - Current
Assistant Office Manager
The Community Bank
07.2023 - 03.2024
Personal Banker
First National Bank
05.2019 - 06.2023
High school diploma -
Morgan High school
No Degree - Biomechanical Engineering
University of Akron
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