Stefanie Legan Email & Phone Number

Knoxville, Tennessee

Colorado Springs, Colorado

Effectively oversee day-to-day operations, paying special attention to detail in order to pinpoint areas in need of betterment and enact improvement measures accordingly. Dedicated to fully understanding and meeting client needs. Fully support portfolio growth by promoting strong relationships between staff and other lines of business. Credited with leading, coaching, and developing focused teams to build a lucrative market position.

Powers Link Chapter, Colorado Springs

Colorado Springs, Colorado

Supervised multiple aspects of over 400 client relationships including reviews, projects, meetings, requests, and applications. Specialized in both short and long-term planning with clients to supply them with an unparalleled experience. Facilitated clear and open communications in order to drive organizational success rates and maintain top status across key performance indicators. Worked independently and in collaboration with teams to resolve every issue, make the most of service utilization, and ensure client satisfaction.

Colorado Springs, Colorado Area

My responsibilities were performing the End-of-day procedures including preparing bank deposits, reconciling bank statements on a weekly and monthly basis as well as weekly audits of all cashier stations. I was responsible for preparing warranty cancellations, inquiring about refund amounts as well as cutting refund checks using LightSpeed NXT. Part of my job was also to use Quick Books to prepare financial statements, cut checks and reconcile our I-Ride and Bike Rental departments. I was closing deals for the BMW location, preparing all paperwork for funding and book once received via ACH on our accounts.

Plainfield, Il

My position allowed me to provide superior customer service to personal as well as business customers. I was also responsible for balancing cash, process loan applications and explaining, promoting and cross-selling financial services and products.My cross-sell ratio per customer was 3.54 and I was recognized for my sales techniques at the nationwide Rewards Conference. In my last quarter at Charter One Bank I was ranked #2 in the Illinois In-Store branches and # 10 in the IL/Mi/OH market.Due to my highly personalized approach I was able to organize and execute seminars and bank-at-work events at numerous business customers.