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 tailored solutions and strategic advice. Focuses on operational tasks to problem solve complex client issues while ensuring strict adherence to policy and procedures. • 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• Surpassed digital engagement goals, meeting 125% of co-browsing targets by championing a digitally-first mindset• Spearheaded a credit card pre-screen project, increasing branch pre-screen results by 30%.• Collaborates with internal and external partners• Experienced in arranging payment solutions and treasury management products for business clients• Mentor and guide junior employees in resolving complex issues.• Successfully open various types of consumer and business accounts, and submit diverse credit/loan applications

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 customer concerns while following policies and procedures.• 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.