Stephanie Warner

Senior Relationship Banker Team Lead

Regions Bank

Crossville

07.2006 - 05.2025

Cultivated strong client relationships through personalized banking solutions.
Analyzed customer needs to recommend appropriate financial products.
Educated clients on banking services and digital tools for convenience.
Collaborated with team members to enhance service delivery and client satisfaction.
Resolved customer inquiries and issues promptly, ensuring a positive experience.
Monitored account activity for compliance with banking regulations and policies.
Mentored junior bankers to develop skills in relationship management and sales techniques.
Participated in community events to promote bank services and strengthen local ties.
Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
Attended industry events to promote the bank's services and build relationships with potential partners and clients.
Maintained up-to-date knowledge of regulations related to banking operations.
Researched and responded to customer inquiries regarding banking products and services.
Analyzed loan applications to determine creditworthiness of prospective customers.
Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
Reviewed customer feedback data and identified areas of improvement in service delivery.
Provided advice on financial services, such as investments and insurance, to existing customers.
Established new accounts for corporate and retail customers in compliance with bank policies and procedures.
Conducted financial reviews with clients to identify their current and future needs.
Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
Participated in training and mentoring of new associates, assisting with onboarding .
Assisted clients with estate planning and wealth management services, ensuring financial security.
Identified and pursued new business opportunities through targeted outreach and networking.
Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
Identified transaction errors when debits and credits did not balance.
Received mortgage and other loan payments, verifying payment dates and amounts due.
Coordinated training sessions for new employees on banking procedures.
Counted inventory, resolved discrepancies and completed paperwork to keep system accurate and current.