Stephanie Fleury Email & Phone Number

South Hadley, Massachusetts

Serve as a resource to the teller staff. Provide back up to the assistant manager and branch manager when necessary. Training new tellers as needed in the branch. Responsible for the teller operations such as daily, monthly and quarterly reports. Teller cash box audits, cash ordering and vault maintenance. Provided efficient, effective and courteous customer service. Perform a variety of transactions to service the customer ( personal or business), including processing deposits, withdrawals, payments, cashes checks, cash advances from credit cards, selling of travelers checks, etc. Identify customers needs for products and services and make appropriate referrals to the best interest of the customer. Open new checking and savings accounts, as well as CD's, IRA's and business accounts. Renewing CD's, IRA's etc. file maintenance of customer account information and processes requests. Adhere to internal controls/policies regarding audit, dual control, security, regulatory compliance, cash limits and robbery procedures to protect the bank, employes and customers.

Agawam, Massachusetts

Provided efficient, effective and courteous customer service. Perform a variety of transactions to service the customer ( personal or business), including processing deposits, withdrawals, payments, cashes checks, cash advances from credit cards, selling of travelers checks, etc. Develop and maintain a working knowledge of the banks products and services. Identify customers needs for products and services and make appropriate referrals to the best interest of the customer. Open new checking and savings accounts, as well as CD's, IRA's and business accounts. Renewing CD's, IRA's etc. file maintenance of customer account information and processes requests. Adhere to internal controls/policies regarding audit, dual control, security, regulatory compliance, cash limits and robbery procedures to protect the bank, employes and customers.

Northampton, Massachusetts

Personal Banker: are responsible for offering and selling financial products and services to both individual and small business customers.Deliver professional sales advice, acquire and deepen customer relationships through the identification of needs and by matching appropriate solutions through in-store and outbound sales activities.Implement sales strategies and tactics to consistently meet and exceed business objectives and assigned goals. Serve our customers with operational excellence and accuracy, including account opening, maintenance and problem resolution. Provide a friendly, welcoming environment that focuses on the customer, and ensures satisfaction and loyalty. Demonstrate Bank of America core values in all actions, each and every day. Takes ownership for solving problems end-to-end through resolution, engaging the appropriate partners and teammates and addressing customer issues in a timely manner. Balances risk and treatment to create consistent and predictable customer experience. Adhere to compliance and regulations including but not limited to Anti-Money Laundering, USA PATRIOT Act, Bank Secrecy Act, OFAC, Fraud Protection, Security Procedures, and Privacy and Confidentiality requirements. Associates are the first line of defense for the corporation.

Holyoke, Ma

Establish, retain, and deepen relationships with banking center customers and potential customers; uncover needs and create interest to achieve team sales goals and provide quality customer service. Resolve complex service issues. Process transactions accurately and efficiently to build customer confidence, and trust, based on established policies and procedures. Act as ambassador of the bank.Comply with Fraud Prevention, Anti-Money Laundering, USA Patriot Act, Bank Secrecy Act, OFAC, Security Procedures and other required compliance regulations. Comply with Bank of America privacy policies and procedures to maintain customer confidentiality.Set up accounts Package Solutions on the system, following appropriate policies and procedures. Handle cash /Process transactions accurately and efficiently for banking center customers. Process transactions (deposits, withdrawals, etc.), maintain corresponding records, and provide customer service to individual consumers in the banking center, by phone, and/or in the drive-up.Managing the banks vault making sure all money is accounted for, ordering/shipping banks money. Balance the vault every night, and distribute money to all the tellers daily. Assist with balancing ATM when needed.Bank of America- Award Of Excellence for the 2nd quarter in sales 2008- As a Sales and Service Specialist

Holyoke, Ma

-Identify customer needs and refer financial products and services to consumer and small business customers- Act as Bank of America’s face to the customer and consistently seek to delight our customers by demonstrating The Bank of America Spirit-Ensure regulatory requirements, such as Anti-Money Laundering and Bank Secrecy Act, are adhered to -Contribute to a positive team environment in the banking center through 360-degree coaching-Demonstrate Bank of America core values in all actions- Assist tellers by using in-depth product knowledge to handle more complex transactions and issues

Springfield, Ma

Worked in a fast pace environment where processing checks and applications submitted by agents. Data entry that included updating client information and new accounts. Including general receptionist duties as well.

Springfield, Ma

Processed agent applications that delt with Roth IRAs, Traditional IRA's, American funds, Oppenheimer funds, ect. Contact agents fopr correct paper work.

Springfield, Ma

Maintained filing. Use fax and copier on a daily basis to transmit business. Customer service for clients. Use word to create letters with the policyholder's information. Data entry into a new system. Answered phone. Sent out monthly newsletter to 185 agents. Organized an Alzheimer's walk the LTC division participated in. Create PAAR's for reviews. Scheduled appointments. Uses excel to create different lists. Maintain the office supplies.

Springfield, Ma

closely with the Long Term Care Specialist. Maintained the filing system, created letters for policyholders, as well as using excel to make a record sheet for letters sent and received. Answered phone, and created educational packets for seminars. Made cold calls to see if people were interested in Long-Tem care. Copied and collated the monthly newsletter and sent them out to the 150 agents by its deadline.

Easthampton, Ma

Scanned paperwork for current account holders. Entered data for new and existing account signature cards into the system so they would match with the paperwork scanned in to the system.

Bachelor’S Degree, Liberal Studies; Minor In Business And Psychology

Activities and Societies: Softball pitcher (2002-2005) Captain Jr/Sr. Basketball (2002-2004)- Captain So./Jr.Received in 2005 -Who’s Who.

Undecided, Undecided

High School, General

Activities and Societies: Softball Pitcher (1997-2001)- Captain Jr/Sr. year Basketball (1997-2001)- Captain Jr/Sr. year Field Hockey.