Steven Distefano
Ocala
Summary
Dynamic professional with extensive experience in banking and operations management. Known for exceptional people skills and effective task prioritization, consistently driving customer satisfaction and retention through tailored service strategies and team development.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Electronic Associate Specialist
Lockheed Martin
Ocala, FL
10.2017 - Current
- Collaborated with engineering teams to ensure compliance with quality standards.
- Reduced operational costs by identifying inefficiencies in existing processes and implementing targeted improvement measures.
Banker II
SunTrust Bank
The Villages, FL
09.2012 - 08.2016
- Managed client accounts, ensuring compliance with banking regulations and policies.
- Analyzed customer financial needs to recommend appropriate banking products and services.
- Led training sessions for new bank employees on operational procedures and systems.
- Developed strategies to enhance customer satisfaction and retention through tailored service offerings.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Enhanced customer trust by consistently providing accurate financial advice and solutions to meet their needs.
Branch Manager
American General Financial Services
Ocala, FL
02.2005 - 08.2012
- Led branch operations, ensuring compliance with regulatory standards and company policies.
- Developed and implemented strategic plans to enhance customer satisfaction and retention rates.
- Managed team performance through coaching, mentoring, and conducting regular performance evaluations.
- Analyzed financial reports to identify opportunities for growth and cost reduction initiatives.
- Oversaw loan processing, maintaining accuracy in documentation and adherence to timelines.
- Established relationships with local businesses to generate referrals and expand market presence.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Education
Bachelor of Science - Business Operations Management
Western Governors University
Salt Lake City, UT07-2020
Skills
- Teamwork and collaboration
- Time management
- Reliable and punctual
- Excellent people skills
- Multi-tasking strength
- Verbal/written communication
- Task prioritization
- Complex Problem-solving
- Meeting deadlines
Certification
- Life, Health and Variable Annuity License - Inactive
- Mortgage Loan Originator License - Inactive
Timeline
Electronic Associate Specialist
Lockheed Martin
10.2017 - Current
Banker II
SunTrust Bank
09.2012 - 08.2016
Branch Manager
American General Financial Services
02.2005 - 08.2012
Bachelor of Science - Business Operations Management
Western Governors University