Stephan C. Whitaker Email & Phone Number

Complete employment eligibility verification process including setup and monitoring of the background investigation process. Coordinate communications regarding candidate onboarding status with various stakeholders involved in the process.Enter new joiner information into specific HRIS systems with strong attention to detail in an accurate and efficient manner.Ensure new joiners have technical assistance to properly set up their hardware and software. Resolve employees’ and Line Managers’ concerns quickly and precisely while keeping them in the loop from onboarding and advisory to workforce administration, employee lifecycle and exit.Work in a collaborative manner with teams across the business to monitor, measure and ultimately improve business processes, recognizing and documenting tangible benefits.Daily utilization of HR ServiceNow and Oracle platforms.

Greater Nashville Area, Tn

– Facilitate the opening of client trading accounts– Onboard high revenue clients (Global Strategic Partners) to the Investment Bank – Maintain a pipeline of 60-75 onboarding requests– Review incoming documents for clients according to UBS KYC /Anti-Money Laundering Program (AML) policies – Perform basic and enhanced due diligence KYC screenings for new and existing customers – Co-ordinate the negotiation of legal agreements – Liaise with internal teams to discuss UBS KYC/AML requirements and document client information – Communicate with sales teams to manage expectations and field questions

Greater Nashville Area, Tn

Achieved branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutionsAchieved required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversationsEducated and advised customers on Regions Consumer and Business products and services, including all loan and deposit typesProvided a consistent optimal customer experience, including handling customer’s transactional needs. This included shared responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they wantedOwned and resolved of customer issuesReferred customers to an internal team of experts when complex financial goals and needs are recognizedEnsured safe and sound banking practices including adherence to all applicable laws and regulationsBranch TOP Checking Account Producer (Q1 ’18)Branch’s 2nd Highest Loan Producer (Q1 ‘18)

Greater Nashville Area

-Achieved Operational Excellence for 14 consecutive quarters.-HRIS [Workday]: Time Tracking, Human Capital Management, Payroll, and Absence Management (track and report time-off requests, balances, and accruals). -HRIS [Workday]: Utilized the performance application to discuss and assign performance goals ensuring these goals aligned with the goals of the company.-HRIS [Workday]: Utilized the application when welcoming new employees by assisting with New Hire Tasks.-Demonstrated flexibility and willingness to take on new roles and responsibilities to help with the overall operations and performance of the NASH I/NASH II area. -Vetted, screened and interviewed applicants while coordinating hiring efforts with managers responsible for making the final selection of candidates. -New Hire Onboarding: jointly reviewed Regions' Welcome Booklet contents: Mission Statement, Core Values, Brand, etc. -Fostered an environment of Training and Development: presented each staff member with opportunities to learn, grow and become an expert within their occupational chore.-Conducted quarterly performance reviews. -Managed transactions for the Music Entertainment & Sports Division: Mortgage, Private Wealth, Consumer, and Commercial Banking. -Supervised all teller related tasks; provided guidance and direction to teller team to ensure strong service and operational performance. -Served as liaison between branch and Regional Operations Manager. -Performed general filing and organization, including maintaining overall branch. -Responsible for ordering supplies; built and managed relationships with vendors. -Coordinated team building initiatives to encourage associate engagement and increase morale.-Performed pre-audits to ensure ongoing adherence with compliance procedures.-Organized monthly branch audits for 6 locations. -Served as Middle Tennessee’s representative on the Teller Advisory Board.

Greater Nashville Area, Tn

• Responsible for branch’s daily reconcilements, weekly report, non-credit loss report and end of month reporting.• Readily available to assist with balancing issues using knowledge of common errors.• Assisted in resolving escalated customer service issues. • Offered best practices to boost efficiency and productivity. • Custodian of ATM—tested machine functions and balanced machine’s cash account, replenished machine and monetary supplies.

Greater Nashville Area

[TELLER]-Displayed tact and diplomacy in dealing with both customers and employees.-Cashed checks.-Maintained cash drawer in accordance with Bank procedures and regulations.-Processed credit card cash advances.-Assisted in ordering, receiving, verifying, and distributing cash.-Answered customer inquiries and referred customers to the proper service area for issues that could not be resolved at the teller line.-Provided additional products including Cashier’s Checks and Personal Money Orders.-Maintained the highest level of confidentiality with all information obtained.-Represented the Bank in a manner that maintained and expanded positive relations with all customers, potential customers and co-workers.[FINANCIAL SERVICES SPECIALIST]-Met with customers and prospects to determine their banking and financial service needs.-Proactively matched and sold or cross-sold appropriate products and services.-Resolved customer issues either through direct action or referral to alternative branch or bank resources.