Stefanie Colón Email and Phone Number
Stefanie Colón work email
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Stefanie Colón personal email
Dedicated professional with over 15 years of experience working to help businesses grow. Proven success against Net Promoter measurements, Customer Advocacy Programs, and Sales Revenue targets. Proactive coach and team player with excellent communication and interpersonal skills, agent for positive change, and demonstrated flexibility to adapt quickly.
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Officer; Wealth Management Banking SpecialistBank Of America Merrill Lynch Sep 2022 - PresentCharlotte, Nc, Us
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Branch ManagerSantander Bank, N.A. Nov 2020 - Sep 2022Boston, Ma, Us -
Select BankerSantander Bank, N.A. Jun 2018 - Nov 2020Boston, Ma, UsWork closely with both new and existing affluent customers to understand their financial needs and deepen relationships. Accountable to revenue targets for lending, investment sales, and new money acquisition. Provide recommendations on a wide-array of financial solutions including saving, lending, and retirement planning. Specialize in helping clients navigate 401k and retirement planning. Partner with local branches while developing relationships with Financial Consultants, Mortgage Offices and Business Managers.
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Licensed BankerCitizens Bank May 2017 - Jun 2018Providence, Rhode Island, UsWork closely with new and existing customers to understand their financial needs and deepen relationships. Exceeded metrics in lending, investment sales, new money, referrals, etc. Provided recommendations on a wide-array of financial solutions including saving, lending, and 401k navigation and retirement planning. -
Business Account ExecutiveComcast Business Jun 2016 - May 2017Philadelphia, Pa, UsResponsible for the sale of integrated communication structure to small-to-medium business customers. Developed relationships with individual businesses and the community. Created and delivered of face-to-face sales presentations. Generated new leads with targeted businesses through various prospecting activities, including cold calling, canvassing, customer referrals, and partner relationships. Assisted with the development of a sales territory, including cultivation of local business partnerships and organizational affiliations. -
Treasury Management Proposal AnalystTd Bank Jan 2014 - Jun 2016Toronto, Ontario, CaLead Request for Proposal Analyst for Government Banking and Treasury Management. Impact included end to end management of RFP. Coordinated and lead contract meetings which included Product Managers, Executives and Sales Officers throughout RFP process. Analyze treasury customers banking services to provide strategic pricing. Worked closely with Treasury reporting team to provide monthly reports. Strong partnership and personal bran with Sales Officers and Sales Support Specialists. -
Implementation SpecialistTd Bank Nov 2012 - Dec 2013Toronto, Ontario, CaResponsible for the implementation of all new services for large business Customers such as ACH, Wire, Digital Express (remote capture), Account Reconcilement, Positive Pay, Commercial Plus Card, etc. Worked closely with Treasury reporting team to provide monthly reports. Strong partnership and personal bran with Sales Officers and Sales Support Specialists. Assist with the processing of ACH, Wire Transfers, Document Imaging and all Online Banking products when necessary.
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Banking Specialist Team LeaderTd Bank Feb 2008 - Nov 2012Toronto, Ontario, CaDirect supervision of 15 frontline contact center agents with indirect impact and leadership of ~100. Coached and developed frontline teams in complex customer facing groups including Social Media, Consumer Loan Servicing, and Online Banking. Perform loan Note audits and process discharges. Scan and/or review all documents and agreements. Process necessary adjustments to accounts resulting from return items and/or misapplied funds. Measurements for success included: sales revenue and compliance, average handle time, availability, attendance, and client satisfaction surveys.
Stefanie Colón Skills
Stefanie Colón Education Details
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Southern New Hampshire UniversityBachelor Of Business Administration - Bba -
Rowan College At Burlington CountyGeneral
Frequently Asked Questions about Stefanie Colón
What company does Stefanie Colón work for?
Stefanie Colón works for Bank Of America Merrill Lynch
What is Stefanie Colón's role at the current company?
Stefanie Colón's current role is Officer; Wealth Management Banking Specialist.
What is Stefanie Colón's email address?
Stefanie Colón's email address is st****@****nder.us
What schools did Stefanie Colón attend?
Stefanie Colón attended Southern New Hampshire University, Rowan College At Burlington County.
What skills is Stefanie Colón known for?
Stefanie Colón has skills like Banking, Credit Analysis, Retail Banking, Cross Selling, Loans, Consumer Lending, Credit Cards, Credit, Cash Management, Call Centers, Treasury Management, Lines Of Credit.
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