Ensured compliant settlement of securities trades in institutional trust and custody accounts.Served as the direct point of contact for an assigned book of clients.Advised and collaborated with the client and broker to address issues with settlement and changing theoretical security values to obtain optimal efficiency and results for maximum client benefit.Worked with clients to guarantee compliance with all state and federal regulations.Facilitated conversion from T+2 to T+1… Show more Ensured compliant settlement of securities trades in institutional trust and custody accounts.Served as the direct point of contact for an assigned book of clients.Advised and collaborated with the client and broker to address issues with settlement and changing theoretical security values to obtain optimal efficiency and results for maximum client benefit.Worked with clients to guarantee compliance with all state and federal regulations.Facilitated conversion from T+2 to T+1 settlement, removing an entire day from the trade settlement process.Provided support and analysis for any ad-hoc special projects and assignments as requested. Show less

Counseled a relationship manager in servicing and managing a specific book of business.Prepared financial analysis presentations for individual client meetings.Promoted the seamless processing of the Deloitte Loan Bonding Program through the efficient intake of >300 loan applications quarterly. Reduced cycle time from 2 weeks to 3 days.As the online banking subject matter expert for the Greater Cincinnati area as well as the entire Eastern Region, provided advice and expertise on… Show more Counseled a relationship manager in servicing and managing a specific book of business.Prepared financial analysis presentations for individual client meetings.Promoted the seamless processing of the Deloitte Loan Bonding Program through the efficient intake of >300 loan applications quarterly. Reduced cycle time from 2 weeks to 3 days.As the online banking subject matter expert for the Greater Cincinnati area as well as the entire Eastern Region, provided advice and expertise on U.S Bank’s online platforms. Show less

Provided world class client service and creative solutions in high pressure situations for high-net worth clients as well as internal partners.Processed complex email and phone requests from internal partners through communicating relevant information and solution responses in a concise and easily digestible format.Utilized inherent knowledge and experience to anticipate potential obstacles to the client’s request and needs.Delivered exemplary service to each account across the… Show more Provided world class client service and creative solutions in high pressure situations for high-net worth clients as well as internal partners.Processed complex email and phone requests from internal partners through communicating relevant information and solution responses in a concise and easily digestible format.Utilized inherent knowledge and experience to anticipate potential obstacles to the client’s request and needs.Delivered exemplary service to each account across the spectrum of bank, brokerage, and trust product suites.Identified ~100 errors monthly through call reporting analysis involving point of contact origin.Obtained Securities Licenses Series 7 and 63. Show less

Functioned as managerial support for retail bankers.Fielded questions from bankers as well as calls from clients with escalating situations.Collaborated with team managers to identify customer service opportunities for bankers.Developed coaching plans to help bankers improve customer service and knowledge.