Jonathan Stefan Email & Phone Number

Port St. Lucie, FL, US

Port Saint Lucie, Florida

Port Saint Lucie, FL - Westmoreland Branch

• Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
• Assists the Market Manager and participates in personnel administration to include hiring, training and development, schedule over-sight, corrective action and performance management.
• Able to effectively discuss, process and close all types of lending products including Small Business Solutions (SBS).
• Effectively manages the branch "book of business" for cross-sell opportunities
• Works with staff to foster a true sales culture. Leads all sales promotions, Relationship Builder coaching and observations. Tracks and maintains records of sales results and overall effectiveness. Creates additional.
• Provides sales coaching and guidance to associates in recognizing referral opportunities to other line of business partners.

St Lucie West, Florida Area

• Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
• Highest ranked ASM in region for pacing over 100 percent of sales revenue for Q2.
• Consistently drove CWI (Customer WOW Index) for Q1 & Q2 above targeted plan and currently pace above plan for the year.
• Earned WIP incentive for Q1 & Q2 for deposit growth, money out, CWI and operational excellence.
• Received an audit rating of “EXCELLENT” in Q1 & Q2 for operational soundness.
• Successfully drive an average of 2 offsite events per month, (Bank at Work & Affinity) for deposit growth and to strengthen our money out pipeline.

Fort Pierce, Florida Area

• Directed and coordinated financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
• Received an overall score of “PERFECT” on branch operations audit for 2012.
• Earned bonus incentive for meeting branch goals for the 1st and 2nd quarters of 2012.
• Directed sales initiatives of staff to achieve individual goals and overall branch goals.
• Achieved number one ranking of eighty-four branch network in non-interest income in first quarter of 2011.
• One of nine Assistant Branch Managers to exceed 150 percent of goal in at least two incentives categories for first quarter 2011.

Port Saint Lucie, Florida Area

• Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
• Managed overall sales, services and operational performance of the branch banking office in unison with the Branch Manager.
• Opened checking and savings accounts, handled loans, ordered checks and provided other customer services.
• Coached, guided and directed branch staff on sales and service activities related to consumer and small business deposits, investments, lending as well as other products.
• Developed and maintained close relationships with assigned internal partners, including but not limited to Mortgage Loan Originators, Business Banking Officers, Cash Management Officers, Financial Advisors and.
• Assisted in hiring process, train, manage and motivate team members.

Stuart, Florida

• Secured & Completed New Construction, End Loans, Re-Financing and HELOC's for builders on the Treasure Coast and the UK