Stephen Warrell

Stephen Warrell

Customer Service Supervisor

Followers of Stephen Warrell753 followers
location of Stephen WarrellDallas, Texas, United States

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  • Timeline

  • About me

    WSG Ingestion Product Owner

  • Education

    • Mount Juliet High School Mt

      1998 - 1999
      High School Accounting and Finance 3.9

      Activities and Societies: marching band. honor society. graduated with honors

    • Moore High School

      1996 - 1998
      High School Accounting and Finance 3.9

      Activities and Societies: marching band, honor society

    • Middle Tennessee State University

      1999 - 2001
      Banking and Finance
  • Experience

    • Kroger

      Sept 1997 - Jan 2001
      Customer Service Supervisor

      •Scheduling and managing of employees•Counted cash drawers and deposits•Cashing checks and handling customers concerns

    • Regions Bank

      May 2000 - Jul 2011
      Branch Sales Manager/AVP

      •Handle customer and associate concerns•Achieve personal sales goals offering loan and deposit products to consumer and business customers•Trained and coached associates for success•Mentored and trained new hire branch managers to the Nashville area•Scheduled business calls in the market for branch growth and success•Managed the branch monthly profit and loss statement•Previous positions include teller, teller supervisor, sales associate and float team manager where I hired, scheduled, and trained a staff of over 30 associates •Life insurance licensed from 2007-2011 Show less

    • Wells Fargo

      Jun 2012 - Oct 2012
      Personal Banker II

      •Achieving sales and service goals by offering bank products and services to our clients to help them be financially successful•Handling customer issues and concerns•Assist manager in training associates to achieve success

    • Citi

      Oct 2012 - Dec 2014
      Citi At Work Relationship Manager for Texas/AVP

      •Provide advice to clients of ways to maximize cash flow while paying less on banking fees...offering personal and business banking solutions for everyday banking needs•Working with business owners to make sure they and their associates are taking advantage of the banking packages and discounts provided to them by Citibank•Working with branches to get small business clients enrolled in program•Mentored and trained new hire bankers to the DFW area•Setting up on-sites at companies to gain new relationships to the bank•Consistent coaching with branch associates to make sure we are banking the business owner and associates of that business.• Managed and assisted on redeeming clients reward programs such as the AAdvantage Miles and Citi Thank You Points Show less

    • Amegy Bank

      Feb 2015 - Jul 2015
      Personal Banker II

      •Achieving sales and service goals by offering bank products and services to our clients to help them be financially successful•Handling customer issues and concerns•Work with branch partners to achieve new business relationships in the area.

    • PointBank

      Jan 2016 - Nov 2016
      Branch Sales Manager/AVP

      •Handle customer and associate concerns•Achieve personal sales goals offering loan and deposit products to consumer and business customers•Train and coach associates for success•Scheduled business calls in the market for branch growth and success•Managed the branch monthly profit and loss statement•Be an ambassador to the bank by being active in the community

    • Chubb

      Feb 2017 - now
      • WSG Ingestion Product Owner

        Jan 2025 - now
      • Operations Manager

        Feb 2017 - Jan 2025
  • Licenses & Certifications

    • TX Notary

      Jun 2012
    • NMLS #611654

      Nationwide Multistate Licensing System
      May 2010
    • TN Life Insurance License

      State of TN
      May 2007
    • Having Career Conversations with Your Team

      LinkedIn
      Apr 2020
      View certificate certificate
    • Duolingo Spanish Fluency

      Duolingo
      May 2015
      View certificate certificate
    • Consumer Credit

      Citi
      Jun 2012
    • Business Credit

      Citi
      Aug 2012
    • Business Credit and Tax

      Regions Financial Corporation
      Jun 2010
    • TX Life and Health Insurance License

      State of Texas
      Sept 2015
    • Consumer Credit

      Regions Financial Corporation
      Mar 2002
  • Honors & Awards

    • Awarded to Stephen Warrell
      Ambassador of the Month Flower Mound Chamber of Commerce Sep 2016
    • Awarded to Stephen Warrell
      Associate of the Month Citibank Texas Jul 2014 Featured associate of the month on the monthly bank newsletter. I was chosen due to sales and service results during the year and my recent promotion to Citi At Work Relationship Manager for Texas
    • Awarded to Stephen Warrell
      Presidents Club Winner Regions Bank 2009
    • Awarded to Stephen Warrell
      Chairmans Club Winner Regions Bank 2008 One of the top branches of the year in the corporation. Growing $13 million in deposits and $7 million in loans for the year with the Hermitage team.
  • Volunteer Experience

    • Fundraiser

      Issued by Boys and Girls Clubs of America on Apr 2007
      Boys and Girls Clubs of AmericaAssociated with Stephen Warrell
    • Treasurer

      Issued by Hermitage Meadows HOA on Jan 2006
      Hermitage Meadows HOAAssociated with Stephen Warrell
    • Volunteer

      Issued by Habitat for Humanity International on Jan 2007
      Habitat for Humanity InternationalAssociated with Stephen Warrell
    • Treasurer

      Issued by Donelson-Hermitage Neighborhood Association on Jan 2011
      Donelson-Hermitage Neighborhood AssociationAssociated with Stephen Warrell