Whitney Stockman
Mesa,AZ
Summary
Effective business professional with strong analytical, communication, and teamwork skills, demonstrating a proven ability to adapt swiftly to new environments. Proactive and goal-oriented, known for reliability and adaptability, consistently delivering results through effective time management and problem-solving capabilities. Committed to fostering team success while embracing continuous learning and growth opportunities. Eager to leverage strengths to drive organizational success and contribute meaningfully to team objectives.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Small Business Relationship Manager
Wells Fargo
03.2021 - Current
- Developed strong relationships with small business clients to understand financial needs and provide tailored solutions.
- Analyzed client portfolios to identify opportunities for growth and risk mitigation strategies.
- Collaborated with cross-functional teams to streamline processes, improving service delivery and client satisfaction.
- Mentored staff on best practices in client management and relationship-building techniques.
- Researched market trends to develop proactive recommendations for clients, driving long-term business success.
- Enhanced client retention by maintaining consistent communication and promptly addressing any concerns or issues.
- Assisted clients in navigating complex financial situations, guiding them towards long-term success.
- Maintained detailed records of all client interactions, allowing for seamless continuity of service across team members when necessary.
- Strengthened relationships with small business clients by conducting regular meetings and understanding their unique needs.
- Provided expert guidance on cash management solutions for small businesses, optimizing their day-to-day operations and financial stability.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Prepared sales presentations for clients showing success and credibility of products.
Business Banking Advisory Specialist
Wells Fargo
04.2019 - 03.2021
- Provide branch bankers with direct support for business needs, referrals, questions, and scenarios.
- Help connect customers to the most appropriate business bankers within Wells Fargo to meet their business needs.
- Engage with branch bankers weekly to educate them on business products or concepts, share tips, and develop strong conversations between the banker and the customer.
- Provide consistent status updates on all introductions sent over from retail bankers.
- Initiate an in-depth conversation with business owners to identify financial needs that will provide financial solutions for their businesses.
- Led training sessions on industry best practices and emerging trends, enhancing team capabilities and expertise.
Senior Executive Account Manager
Wells Fargo Business Payroll Services
04.2016 - 07.2019
- Provided first contact resolution by accurately entering payroll data, account maintenance and paycheck discrepancies
- Dedicated account manager for a client base of 200 clients
- Administered set-ups for time off accruals, 401K deductions, worker's compensations, stop payments, and custom GL reports
- Audit quarterly and annual tax reports
- Effectively researched issues and advised customers on appropriate ways to handle unusual payroll situations
- Quarterly revenue reporting to senior management
- Identify and processed tax amendments
- Participated in system testing for new payroll calculations
Business Banking Support Specialist
Rainer Pacific Bank
02.2007 - 10.2009
- Provided administrative support to the Vice President of Business Banking.
- Optimized internal workflows to expedite incident escalations, leading to faster problem-solving efforts from specialized teams.
- Input loan requests into the loan origination system.
- Prepared cash flow and collateral analysis for short-term loan extensions.
- Developed business banking procedures for the department.
- Acted as a liaison between clients and development teams, ensuring timely communication during critical incidents.
Education
Business Administration
Southwestern College
Chula Vista, CASkills
- Client relationship management
- Financial analysis
- Risk mitigation strategies
- Cash management solutions
- Portfolio evaluation
- Business product knowledge
- Process improvement techniques
- Communication skills
- Account management systems
- Portfolio management
- Cross-selling products
- Analytical problem solving
Accomplishments
Exceeded partner production by 30% in 2025
Exceed deposit growth by
Resolved a complex customer cash management issue which resulted in retention of a high value client.
Affiliations
American Payroll Association
Certification
FPC - Fundamental Payroll Certification
Timeline
Senior Small Business Relationship Manager
Wells Fargo
03.2021 - Current
Business Banking Advisory Specialist
Wells Fargo
04.2019 - 03.2021
Senior Executive Account Manager
Wells Fargo Business Payroll Services
04.2016 - 07.2019
Business Banking Support Specialist
Rainer Pacific Bank
02.2007 - 10.2009
Business Administration
Southwestern College