Brandon Barbour Email & Phone Number

Cincinnati, Ohio, United States

Cincinnati Metropolitan Area

As a Private Wealth Associate, I am responsible for working with the Private Wealth Advisor to provide comprehensive wealth management strategies tailored to our client’s specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services and Wealth Planning. Brandon takes the time to understand clients’ unique.

Cincinnati Area, KY

• Developed, managed and maintained Testing Programs for moderate and high-risk controls in the banking industry. Supervised a remote team of Quality Assurance Analysts ensuring all Testing Program Requirements were met.
• Increased reporting accuracy for Senior Business Unit Leadership by creating a measurable data validation process.
• Created QA Testing Process for unique Business Units though Collaboration and Risk Management Analysis.

Cincinnati Area, KY

• Collaborated with assigned lines of business reviewing an effective risk management framework. Testing ensured compliance with applicable banking procedures and regulations. Identified any gaps and informed of any.
• Created and documented thematic QA Testing Routines resulting in consistent data reporting.
• Recognized as SME (Subject Matter Expert) by QA Management, Business Unit Leaders and Peer Analysts.

Cincinnati Area, KY

• Performed operational tasks within assigned retail market. Interacted daily with multiple banking locations as a subject matter expert and active team member in supporting growth and goals to ensure a sound operational.
• Onboarded and developed branch employees resulting in an operationally sound workforce.
• Elevated assigned branches to ensure successful Risk Management Routines, resulting in successful Risk Management and… Show more Performed operational tasks within assigned retail market. Interacted daily with multiple.
• Elevated assigned branches to ensure successful Risk Management Routines, resulting in successful Risk Management and passing QA Exams. Show less

Cincinnati Area, KY

• Daily management and administration of the branch to ensure that budget, compliance and customer service goals are met. Provided leadership, motivation and direction to a branch staff to effectively identify the.
• Highest Customer Loyalty Results and Awards within region resulting in top client retention.
• Satisfactory QA results through prudent operational routines.
• Positive Small Business Portfolio Growth through client… Show more Daily management and administration of the branch to ensure that budget, compliance and customer service goals are met. Provided leadership, motivation.
• Positive Small Business Portfolio Growth through client collaboration. Show less

Cincinnati Area, KY

Cincinnati Area, KY