Amber Young Email & Phone Number

Columbia, South Carolina

Manage the Bank’s investment portfolio of approximately $10 billion to ensure that the most suitable investments are held in the portfolio for liquidity purposes. This includes trading eligible fixed-income securities, pre-trade analysis, and post-trade reporting. Monitor and fund the bank's interest earning assets to ensure that an appropriate interest rate risk profile is maintained. This includes using Gap analysis to determine the proper issuance of debt securities, managing net interest income and market value of equity sensitivities, and match funding assets based on the cash flow profile of the asset. Assist in the development and administration of loan pricing models, and provide Association support of custom and complex rate requests. This includes running cash flow analysis as well as providing pricing requests to our internal and external clients. Produce, create and maintain required reporting for the Bank which include Board reporting, internal departmental reports as well as external reports to FCA, ratings agencies and other system banks.

Columbia, South Carolina Area

I worked with several teams in the Wealth Brokerage Services area and was responsible for the day-to-day operations of these teams. I managed our teams Options Strategy portfolio, executed all trades at the direction of the advisers, managed all prospecting and marketing efforts, and managed our pipeline.

Columbia, South Carolina Area

I worked with a team of experienced financial planning professionals who developed and implemented customized solutions for business owners, families and high net-worth individuals with the objective of protecting and growing wealth over multiple generations. I served as the primary contact for the Robinson Group at BB&T Scott & Stringfellow as well as oversaw the day to day operations for the team to ensure consistent client service and overall productivity of the team. I also managed our team's Covered Call portfolio at the direction of the Financial Advisors, which included industry research, execution, documentation and compliance.

Columbia, South Carolina Area

I worked with a team of Wealth Management Private Advisors through South Carolina and supported them in all aspects of mainaining a high level of customer service to high net-worth individuals in relation to deposits, investments, insurance, financial planning and lending needs. Served on an Advisory Board and contributed to process improvement as well as served as a mentor for oncoming employees to the Wealth Division. Oversaw day-to-day operations of the Private Advisors team and was responsible for maintaining accurate reporting and completion of all sales efforts.

Columbia, South Carolina Area

I served as the primary contact for new account openings and cross-sold other products and services to clients and prospects through a proactive and reactive client contact system. Supported team sales process by acting upon or referring identified client needs to other lines of businesses within the bank including mortgage, investments, insurance & small business needs. Was a 2009 Olympian Top Performer and consistantly had a top performing branch in our region.