Stephanie Bowen Email and Phone Number

Organizing large internal and external complex implementation meetings, product demonstrations, and managing internal resources and implementation activities to set expectations for customers- Generated 279% of monthly goal through cross-sales- Produced an 8% annual growth rate in collaboration with a team of 2 treasury consultants, covering 10 relationship managers- Contributed 30% of the revenue to achieve a TMCs $1.44 million sales goal- Improved client relationships through identifying pricing improvements and margin opportunities- Orchestrated quarterly lunch-and-learn sessions with Relationship Associates as a subject matter expert to respond to inquiries on products- Mitigated risks by conducting monthly post-sales compliance reviews- Selected for the competitive Pilot Treasury Product Consultant (TPC) program- Appointed to serve as a Diversity and Inclusion Champion- Serve as Vice President of the Boston Chapter of Black/African American Connection (ERG) to build business partnerships with communities and facilitate professional development opportunities

Promoted to render oversight of a $1.1 billion portfolio of retail, treasury, and commercial loans- Mitigated potential multi-million dollar losses by conducting forensic analysis of the financial institution:--- Deterred potential $5 million loss by exposing a customer’s embezzlement scheme--- Saved $1 million by identifying a material borrowing base calculation error