Stephanie Ruiz

Assistant Vice President I Community Engagement Manager at North Shore Bank
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Contact Information
Location
Milvaukee, Wisconsin, Birleşik Devletler

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Credentials

  • NMLS
    -

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Assistant Vice President I Community Engagement Manager
      • Ağu 2019 - - Halen

      Branch Manager of the Year- 2019, 2020, 2021

    • Assistant Branch Manager of Sales
      • Mar 2016 - Ağu 2019

    • Personal Banker
      • Nis 2006 - Mar 2016

      Proactively develop client relationships through the effective use of profiles and established bank sales processes. Responsible for coordinating bank resources to assist clients in achieving financial goals while providing products and services which produce a profit for the bank. Provides excellent service while managing relationships over time to maximize client retention.

    • Branch Supervisor
      • 2007 - 2009

      Responsible for the coordination of the fixed activities of the Branch. Performs office and administrative duties, resolves problems and actively cross-sells bank products and services. Acts in a supervisory capacity in the absence of the Branch Manager. • Serves the customer in a professional, courteous, efficient manner through prompt handling of all teller functions. • Handles complex and non-routine inquiries by tellers and customers concerning bank policy and operating procedures; researches and solves customer’s problems, referring more difficult situations to the manager. • Identifies cross-sell opportunities; makes appropriate referrals and cross-sells on a consistent basis

Education

  • Waukesha County Technical College
    Microsoft Excel
    2009 - 2009
  • Muskego High School
    2004 - 2006

Community

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