Stephen Grau Email & Phone Number

Bonita Beach Road Branch • Bonita Springs, Fl

Responsible for building relationships with the member base (new and existing) to become the primary point of contact regarding account and loan questions, problem resolution, and financial education. Conduct all customer account functions, including teller transactions, requests for new services, counseling, and cross-selling of products and services. Demonstrate lending expertise—interview and advise members on consumer loans, process applications, and analyze each applicant to determine the level of risk for extending credit. Provide backup to tellers, as required. Set up auto transfers. Sign up customers for ACH transfers and wires.

Airport Road Branch • Naples, Florida

Provided support to the Branch Manager • Ensured operational policies and procedures, compliance and security guidelines were followed • Conducted audits, daily overdraft reports, monthly internal control reports, time and attendance reports • Supervised tellers and universal bankers (4 employees) • Interviewed, hired and trained employees • Prepared and conducted performance reviews, increases and promotion considerations • Created a work schedule for staff • Assumed responsibilities of absent employees, as required • Delivered quality, accurate and timely customer service • Identified potential sales opportunities and referrals

Headquarters • Naples, Fl

Prepared daily branch cash, cash in transit and ATM cash reconciliations • Reviewed all branch RegCC holds • Provided retail operations support • Reactivated dormant/inactive accounts upon review • Verified daily OFAC administration exceptions on wires • Evaluated Gladiator alerts and debit card fraud alerts • Monitored maintenance reports • Acted as product owner for ArgoKeys DepositKeys (parameter maintenance and product enhancements) • Assisted in establishment of new policies and procedures • Assumed responsibilities of lockbox manager and security officer in their absence • Conducted monthly IOTA reporting • Coordinated Jack Henry annual upgrade • Led 2015 ArgoKeys DepositKeys installation, rollout and training

Marco Island Branch • Marco Island, Fl

Supervised teller and customer service representatives (2 employees) • Facilitated branch meetings; acted as liaison between management and staff • Prepared and conducted performance reviews, increases and promotion considerations; maintains staff • Created work schedule for staff • Conducted audits, daily overdraft reports, monthly internal control reports, time and attendance reports • Assumed responsibilities of absent employees, as required • Established policies and procedures • Opened, closed and maintained customer accounts and information files • Performed daily teller and customer service operations • Identified potential sales opportunities and referrals

Pine Ridge Road Branch • Naples, Fl

Supervised teller line, customer service representative and assistant manager (4 employees) • Oversaw vault security and daily activities associated with its contents including cash shipping and receiving • Conducted audits, daily overdraft reports, monthly internal control reports, time and attendance reports • Identified potential sales opportunities and referrals • Assumed responsibilities of absent employees, as required • Processed consumer loan applications • Conversion team member (trainer, data verification)

Anchor Rode Branch • Naples, Fl

Opened, closed and maintained customer accounts and information files • Performed daily teller and customer service operations

Bonita Springs Branch • Bonita Springs, Fl

Identified potential sales opportunities and referrals • Supervised teller and customer service representatives (3 employees) • Facilitated branch meetings; acts as liaison between management and staff • Prepared and conducted performance reviews, increases and promotion considerations; maintains staff • Created work schedule for staff • Conducted audits, daily overdraft reports, monthly internal control reports, time and attendance reports • Assumed responsibilities of absent employees, as required • Established policies and procedures • Organized and executed new branch opening (February 2008) • Customized and implemented Yellow Hammer (trainer, data verification)

Vanderbilt Beach Road Branch • Naples, Fl

Identified potential sales opportunities and referrals • Supervised teller line, customer service representative and assistant manager (4 employees) • Facilitated branch meetings; acts as liaison between management and staff • Prepared and conducted performance reviews, increases and promotion considerations; maintained staff • Created work schedule for staff • Conducted audits, daily overdraft reports, monthly internal control reports, time and attendance reports • Assumed responsibilities of absent employees, as required • Processed consumer loan applications • Conversion team member (trainer, data verification)

Radio Road Branch • Naples, Fl

Supervised teller line and customer service representatives (11 employees) • Prepared and conducted performance reviews, increases and promotion considerations • Created work schedule for staff • Oversaw vault security and daily activities associated with its contents including cash shipping and receiving • Conducted daily overdraft reports, monthly internal control reports, time and attendance reports • Identified potential sales opportunities and referrals • Assumed responsibilities of absent employees, as required

Radio Road Branch • Naples, Fl

Oversaw vault security and daily activities associated with its contents including cash shipping and receiving • Conducted daily overdraft reports, monthly internal control reports, time and attendance reports • Identified potential sales opportunities and referrals • Assumed responsibilities of absent employees, as required

Naples, Fl

Opened, closed and maintained customer accounts and information files • Created accounts for newly hired First National Bank employees • Performed daily teller and customer service operations

Pelican Bay Branch • Naples, Fl

Supervised teller line (3 employees) • Oversaw vault security and daily activities associated with its contents including cash shipping and receiving • Performed daily teller operations

Pelican Bay Branch • Naples, Fl

Performed daily teller operations

Associate Of Arts (Aa), General Studies

Education record

Education record

Education record

Education record

Education record