Amy Ping Email & Phone Number

Greater St. Louis

U.S. Bank Institutional Trust and CustodyTrust Manager of Institutional Trust and Custody Review Team.Manager of Account Reviewers in various locations, who complete administrative account reviewsfor the Institutional Trust and Custody accounts. Provide coaching and employee development toimprove their engagement and client services levels..Worked closely with Quality Assurance Manager, Risk Compliance Audit Managers andProfessionals, General Counsel, Managers and Administration of Institutional Trust and Custody..Led change management initiative to enhance the review process which led to greater efficienciesand improved relationships with administrators. Conversion of the review process to an onlinesystem, SEI Compliance Services..Subject matter expert on fiduciary and trustee issues, Institutional Trust and Custody client types:ERISA, Foundations, Endowments, Rabbi Trust, and Insurance..Actively work on updates for the procedures and controls which the review team is responsible

Greater St. Louis

Account Manager/Team Lead Institutional Trust & Custody.Led team of financial service professionals who handled institutional clients’ operational andclient service needs. Provided coaching to enhance engagement and client service levels..Actively worked on new business opportunities with the Business Development Officer,Relationship team and the prospective clients..Managed a book of clients comprising of Retirement Plans, Non-Profit Organizations,Corporations, and Insurance Companies relationships..Processed activity for clients daily, researched issues, and provided timely results..Maintained client relationships by having great communication skills via phone, e-mail and in-person meetings. Providing solutions to client concerns and issues promptly.

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor’S Degree, History