Kevin Stelzer Email & Phone Number

Waukesha, Wisconsin, United States

Advise business clients and prospects to help accomplish their financial goals.

Waukesha, Wi

Responsible for building, developing, and managing new and existing high value business banking relationships. Provides solutions to allow businesses to run more efficiently and save money. Manages credit quality. Provides financial advice to customers.

Assists in managing assigned commercial relationships and loan portfolios. Analyzes financial data and prepares comprehensive written analyses. Analyzes portfolio credit quality and assists Relationship Managers in presenting credit requests for credit approval. Identifies cross-sell opportunities with customers and making appropriate referrals.

Brookfield, Wi

Approved the extension of credit or recommended corrective action. Conducted extensive credit and financial analysis of accounts and portfolios to determine the likelihood of borrowers repaying debt obligations. Conducted specialized analysis and prepared specialized reports on loan quality/portfolio quality. Provided expert advice and made recommendations to bankers and management.

Greater Milwaukee Area

Established and maintained great working relationships with an assigned portfolio of commercial clients. Provided treasury management expertise. Served as liaison between customers and relationship managers. Researched and resolved issues experienced by the customer. Collaborated and interacted with internal teams to ensure high levels of service delivery. Assisted in the review and funding of commercial loans.

West Allis, Wi

2011 Pinnacle Winner - An award given to the top 5% of Bankers for Quality, Effectiveness, and Sales. Completed a special project to analyze, organize, and interpret over 700 examples of ongoing computer problems, working closely with TOS and provided insight to help nearly eliminate the issues. As a mentor banker, assisted in the training process of bankers during and after new hire training by reinforcing wow behaviors and provided feedback to trainers and managers. Helped customers find solutions for any questions or problems they had. Made appropriate recommendations to help make or save money for customers.

Waukesha, Wi

Delivered exceptional customer service with every interaction while making product recommendations. Managed inventory levels and product selection. Shared knowledge of fishing and boating.

Called clients and prospects to set up meetings. Worked with clients to identify their financial security needs. Made recommendations for customers to ensure financial security and achieve financial goals.

Changed and audited customer pricing to ensure accuracy in billing. Arranged conference rooms and tour guides for customer visits. Worked with sales leads to report and reduce aged inventory.

Maintained a safe environment for all the campers. Promoted respect and provided skill-building activities.

Assisted customers with setting up appointments with Financial Advisers, prepared quarterly information packets and statements, and helped clients with their 401k allocations under the guidance of the Financial Adviser's I worked with.

Master Of Business Administration (M.B.A.)

Business Administration, Finance And Marketing

Activities and Societies: Table Tennis Team

Education record