Stephan Dania Email & Phone Number

Miami, Fl, Us

Miami, Florida, United States

Coral Gables

· Responsible for processing and opening all new retail and commercial accounts while assisting customers in the selection of the bank’s products and services. · Analyzes new and existing customers account activities to determine new cross-selling opportunities to expand and retain the customer’s business. · Responsible for generating deposits by cold-calling for new sales opportunities. · Responds to inquiries from both internal and external customers in reference to customers’ accounts and/or transactions ensuring completeness of inquiries. · Responsible for completing thoroughly all requests from BSA, answering KYC, ECS and RFI’s on a timely basis. · Responsible for processing NSF and overdraft processing; holds and stop payments; acceptance and research procedures for a variety of legal processes; ATM duties; documentation and procedures required for accounts involving the death of account holder(s); incoming and outgoing collections; incoming and outgoing wires requests. · Actively participates in assuring quality control in regards to all branch functions in order to obtain satisfactory results in all audits and certifications. · Contributes to the overall profitability of the branch through costs controls, income generation and branch marketing efforts; · Ensures implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff. · Participates in the branch operations of opening and closing the branch, servicing the vault, ordering currency and assists in balancing the vault currency and coins. · Responsible for teller duties which include vault, safe deposit and branch operations.

Miami/Fort Lauderdale Area

• Manages branch Compliance, Operations, Training and Finance responsibilities. Serves as the primary contact for the corporate divisions and departments.• Ensures branch employees timely respond to and complete initiatives and requests for information. • Monitors branch work daily to ensure it is complete and compliant; ensures branch work is verified for accuracy and legibility before it is submitted for processing to ensure quality and regulatory compliance.• Ensures all branch employees adhere to their day to day performance expectations, regulatory compliance training, corporate training, and bank policies and procedures while maintaining the highest level of customer service and the branch's operational integrity.• Ensures that the branch adheres to and supports the bank's branding model by delivering exemplary service, driving branch profitability via in-branch sales and retaining quality accounts.• Manages the day-to-day operations of the branch and ensures service levels are met by actively assisting clients on the platform (i.e. opening accounts) and performing teller transactions behind the teller line, as needed. Maintains a Teller Cash Box. • *Maintains an understanding of all current financial products, regulations, policies and procedures.• Provides weekly one-on-one coaching with each direct report on sales, service, compliance and operational standards and maintains weekly coaching logs• Conducts interviews with candidates for branch positions. • Completes and delivers performance appraisals and disciplinary actions for branch staff.• Manages and coaches branch staff to meet and exceed established short-term and long-term sales goals. Trains, develops and coaches branch staff to meet sales expectations.• Approves specific check amounts, wire transfers, cashier's checks, uncollected funds, and insufficient funds based on credit authority limitations.

Miami/Fort Lauderdale Area

Miami/Fort Lauderdale Area

Miami, Florida

Doral, Fl