Stephanie Deleon Email & Phone Number

Minneapolis, Mn, Us

High-performing professional, responsible for facilitating and creating strong business relationships with clients with average annual revenue from $2.5m to $25m to obtain and manage complex lending facilities. Acts as a trusted advisor to businesses by developing recommendations and solutions to meet needs. Effectively manages customer expectations and maintains a positive rapport with banking clients by combining exceptional analytic abilities with a comprehensive understanding of banking products and services. Represents the organization in community events to build and expand customer relationships. Maintains staffing demand and assists with the recruitment, onboarding, training, and coaching of business banking employees. Provides coaching and mentoring sessions to assist new employees in getting familiar with the platform. Huge advocate, initiator, and organizer for market volunteer events and festivals between departments.• Participates in the negotiation of large business accounts as well as complex commercial lending requests.• Ensures the organization's annual revenue goal is met by generating new commercial business through a variety of sales activities.• Serves as a salesforce journey mentor and conducts coaching and training sessions for teammates.• Facilitates and participates in various Pilot Programs and collaborates with senior leadership to develop strategies to target business owners.• Focused on expanding business line/culture, portfolio, COI base, coordinating and managing trade shows, lead lists, and marketing campaigns from the ground up.

Minneapolis, Mn, Us

Assumed responsibility for client relationship management, proposal delivery, and account plan development. Nurtured and retained assigned clients while directly improving overall customer experience through regular communication and response to inquiries, feedback collection, and management and resolution of difficult conflicts.• Administered a loan portfolio of more than 250 mid-sized companies with a total loan balance of $30m.• Conducted NTB customer acquisition and exceeded the organization’s revenue goals.• Introduced and implemented COI Network strategy for CDC Companies, CPAs, Business Brokers, CRE Agents, and Vendors.

Minneapolis, Mn, Us

Administered and provided comprehensive banking services to businesses, and developed aggressive sales strategies to ensure the achievement of all company objectives. Sourced, submitted, and booked new commercial loans by analyzing customer requirements and initiating an increase in business.• Analyzed customer requirements and developed appropriate banking products.• Maintained high quality of all assets and provided solutions to cater to individual needs.• Over the course of three years, loan disbursements totaled $30 million, and served businesses with annual revenues ranging from $1m to $10m.• Supported, trained, and mentored 21 financial center managers and directly participated in onboarding new employees within the business line.

Minneapolis, Mn, Us

Managed and delivered a diverse portfolio of client activities, including records management, portfolio expansion, and effective customer business relationships. Processed all referrals and walk-in customers and acquired new ones for the organization. Developed productive relationships with all customers and provided a broad-based of financial and credit services.• Supported 200 clients and 15 branches by developing and managing the portfolio and ensuring optimal levels of customer service for all business products.• Consistently exceeded the personal quarterly target of $500m.• Acquired and attained the majority of the clients by self-sourcing.• Increased the portfolio by 18% in the final year by closing a loan worth $4m.

New York, New York, Us

Provided a high level of service, privacy, and confidentiality to the customers. Handled all transactional services, including document preparation, bank deposits, monetary withdrawals, financial transfers, and other bank transactions. Instructed, guided, coached, and supported new tellers and personal bankers.• Contributed to business growth by advising clients on financial services and resolving their issues.• Developed new consumer deposit and lending business.• Recognized and awarded for being in the top 5% of annual performance company-wide.

San Francisco, California, Us

Developed new consumer deposit and lending business. Recognized and awarded for being in the top 5% of annual performers company wide. Performed a wide range of services including document preparation, account servicing maintenance (account reconciliation, address changes, stop payments, transfers, processing check orders, account closing). Mentored, coached and assisted with hiring for tellers and personal bankers.

San Francisco, California, Us

Hired as a CSSR and was promoted to personal banker within a year. Helped with opening and closing procedures. Assisted with vault and cash drawer audits. Opened new accounts, consumer loans and maintained a cash drawer. Exceeded quarterly sales goals by 10-20% over threshold while maintaining 3-4 items sold per interaction.

Dallas, Tx, Us

Assisted store leader in maintaining adequate inventory levels, daily operations, monitoring schedules and ensured training requirements for the team were met. Fostered a positive store culture for employees and clients by resolving customer issues in a timely manner. The main objective was to inspire the team to exceed all company monthly sales goals. Managed weekly production reports, employee time cards, coaching sessions, interview panels and the onboarding of new employees. I was in charge of 5+ employees on a consistent basis. Collaborated with senior leadership on outside marketing strategies and projects. Ensured the store was always presentable and clean.