Responsible for the transition and management of Incentive Compensation Plans during an active M&A.o Cleaned and transformed HR employee reports to maintain updated FTE models and placemento Partnered with Human Resources to develop custom personnel reports o Created monthly and quarterly scorecard and KPIs for over 1,000 colleagues and over 100 locationso Used Scorecard data to calculate incentive bonuses/payments by quarter for over 1,000 colleagues and prepared payroll fileso Acted as liaison between retail colleagues and Human Resourceso Assisted in planning the transition and phasing out of the bank's Incentive Plans

Maintained 10 incentive compensation plans and developed new plans as new positions arose. Created monthly and quarterly scorecards and KPIs for 1,000 colleagues and over 100 locations, calculated incentive for 1,000 colleagues, assisted in setting quarterly retail benchmark goals by using historical, market, and business data, wrote reports and provided Ad Hoc analyses. Additionally, assisted in the planning and production of Retail Sales Conferences and various corporate events throughout the year. o Aggregated data from over 20 sources to complete Ad Hoc analyses such as, SPIF budgeting, campaign results, compensation plan spending budgeting, and earnings calculations. Incorporated those results into PowerPoint presentations and memos for proposals and recommendations to retail and executive leadership o Responsible for the production, execution, and delivery of weekly, monthly, and yearly business insights to various lines of business while maintaining partnerships with those LOB leaderso Tracked all retail FTE placement and maintained 5 Access and Lotus Notes databases as well partnered with Application Technology Group to develop new databases and create in this areao Acted as acquisition liaison for Retail Incentives and hosted informational webinars and Q&A sessions for incoming management. Trained various individuals and groups on new processeso Composed various mass communications such as, memos, emails, and presentations to divisions containing more than 1,000 colleagues including executive leadership o Collected highly sensitive data pertaining to individual performance of 1,000 retail colleagues and calculated the overall annual performance ratings used by Human Resources for employee advancement and salary increaseso Began governance planning around the execution of Incentive Compensation Plans

Developed and maintained Revenue Cycle/Financial Analysis. Utilized the analyses to create and present performance metric dashboards with Clients. o Performed Ad Hoc Analyses and prepared KPI performance dashboards and financial presentations via PowerPoint for high profile Client/Vendor and Executive meetings o Responsible for the collection of multiple data streams for reporting purposeso Created ETL Processes with Alteryx that introduced new streamlined procedures for analyzing client deliverables, minimizing delivery time o Prepared financial deliverables totaling almost a billion dollars for 5 physician groups o Hosted and created material for “Lunch and Learn” series to teach Excel basics to inexperienced users

Conducted 41 full branch and 2 division audits on a yearly basis to limit risk and ensure policies and procedures were being adhered to. Additionally, maintained relationships with Retail Resources, Risk Management, and branch management to follow up on specific audit matters, exceptions, updates, and policy changes. o Performed all branch, division, Medallion Stamp, and negotiable instrument audits o Prepared audit drafts in Excel and conducted exit reviews with retail leadership o Utilized SharePoint to disseminate audit results o Acted as Medallion Stamp Administrator for the Banko Aggregated data from several sources to produce location-based cash balancing metrics o Maintained bank-wide cash balancing and assisted in rectifying discrepancies o Conducted Band Secrecy Act/Anti-Money Laundering analysis o Researched, prepared, and Reported annual Unclaimed Property o Utilized Sitecore software to administrate department documents and pages on company intranet

Completed operations tasks as directed by the Vice President of Operations Support in accordance with established policies and procedures while providing company-wide support in specialized areas. o Conducted annual Unclaimed Property Reporting o Analyzed cash transactions and account history/activity for suspicious activity and filed CTR’s for qualifying transactions o Processed legal judgments such subpoenas, levies, and wage garnishments served to the bank and its customerso Analyzed deceased customer’s accounts for suspicious/illegal activity or accidental overpayments of government benefits. Filed refunds to the IRS for overpayments o Reconciled assigned GL accounts and prepared charge offs as necessary o Monitored dormant accounts and pre-dormant accounts for activity and analyzed non- posts due to dormancy for accuracy and approval o Constructed training modules and conducted one on one or group training as necessary. Acted as a resource to trainees

Maintained an efficient retail financial center with responsibilities pertaining to management, training, sales, and operations. Continuously promoted the brand throughout the community by networking and volunteering.o Assisted in the setup, opening, and customer outreach for a brand-new banking facility o Designed custom training manuals and materials and conducted training for new personal bankers and tellers o Facilitated the daily, weekly, monthly, and quarterly branch operationso Analyzed the daily cash balancing for the financial center and rectified discrepancies o Prepared and administered performance reviews and one on one coaching sessions for eight employees o Planned and executed promotional partnership with Bally Total Fitness to garner 91 new accounts o Represented Standard Bank and Trust Co. in the Southport Neighbor’s Association, Lakeview Chamber of Commerce, and Central Lakeview Merchants Associationo Established and executed a marketing campaign to promote Standard Bank and Trust Co. and introduce the brand to a new community