Anna Stumpf Email & Phone Number

• Proactively assess and address clients’ diverse banking and financial needs through outreach, in-person appointments and virtual interactions. Managing multi-level consumer and business relationships, providing.
• Excelled in operational tasks, achieving 98% year-end accuracy in submitted documentation
• Extensive experience (7+ years) in fraud detection, processing/reviewing wire transfers, loan processing and reviewing consumer credit profiles
• Problem solves solutions for clients leveraging all available bank resources
• Possess in-depth knowledge of bank procedures, policies, products, and support systems, ensuring compliance and efficiency
• Top branch performer, consistently exceeding annual goals for new deposit accounts, lending products, and internal referrals, achieving 120% of target

• Responsible for cultivating, maintaining and enhancing relationships by assisting customers understand and address their immediate and long-term financial needs; accountable for assessing, managing and monitoring.
• Recognized across the region for excellence in lending and loan application processes
• Managed and maintained customer accounts, consistently exceeding retention goals by 10%.
• Collaborated closely with internal partners to provide seamless financial services.
• Analyzed customer credit data and financial information to align solutions with client needs
• Enhanced client relationships within an assigned portfolio through proactive outreach and engagement

Columbus, Ohio Area

• Responsible for managing all currency transactions during a given day; assist other teammates on guidelines for check and cash regulations; review performance and opportunities for improvement.
• Promoted to Lead Customer Service Representative, responsible for supervising a team of CSRs.
• Managed branch inventory, including cash and supplies, to ensure compliance with regulatory stocking requirements
• Applied proven techniques to diffuse difficult customer service situations, maintaining high levels of client satisfaction
• Enforced all running duties throughout a shift; promoted teamwork.