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.

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.

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.

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.

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.