Brandy Goodkind Email & Phone Number

Memphis, Tn, Us

Memphis, Tn, Us

Memphis, Tennessee, United States

• Accountable for data integrity, including accuracy of client data within source systems• Adhere to internal Trust policies and procedures as well as company policies• Assist BDOs with asset transfer for new accounts• Assist BDOs with obtaining information and documentation necessary for new account acceptance committee• Assist in achievement of sales revenue by customer contact, relationship building, technical and interpersonal skills• Build new account files• Field new business phone calls and email inquiries• File BDO expense reports and coordinate travel• Maintain COI/attorney/prospect mailing lists• Maintain RMS and produce monthly Trust sales reports• Maintain Will Vault• Manage calendars for BDOs• Open accounts on Trust system• Organize Continuing Education seminars and events• Produce diagrams and notes for Future Fee clients• Serves as liaison between Business Development Officers, Relationship Managers, and Client Specialists• Support 2 Trust BDOs through a full-service platform

Memphis, Tennessee, United States

• Process Private Wealth & Commercial representative’s incentive payouts• Manage loan specialist’s incentive payouts• Manage Diamond Circle reporting for Business and Retail divisions• Manage our recognition program to include working with the vendor, issuing points, paying invoices, producing accounting reports, etc.• Process Wealth Management fee-based customer transactions within the WMS system• Manage the Private Wealth Advisory Group general ledger• Manage updates of the annual incentive/bonus plans for Private Wealth, Commercial, and Retail lines of business as well as manage employee acknowledgement of their plans• Update various systems with employees who are new hires, terminates, and transfers• Until the sunset of our Teller/Operations Manager Incentive Program I managed the incentives which included processing monthly scorecards, monthly and annual rewards and incentives as well as provide end of year evaluation information

Memphis, Tennessee, United States

• Conducted audit of credit card application intent to apply forms for OCC review• Conducted audit of deposit accounts opened within guidelines for OCC review• Managed Teller/Operations Managers Incentives which includes processing monthly scorecards, monthly and annual rewards and incentives as well as provide end of year evaluation information• Created standard operating policy and procedures documents• Updated various systems with employees who are new hires, terminates, and transfers• Conducted research and audited sales incentives using various company wide systems to verify accurate sales incentives are issued• Managed sales communications and resolution with retail markets and financial centers• Managed sales system processes to ensure sales products were being transferred from the sales system to the incentive system using Mainframe, Motiva, Bravo, RMS, and ARGO• Managed department’s SharePoint site• Produced weekly and monthly sales reports for Regional Sales Managers, market managers, market presidents, as well as bank president• Conducted imports of sales transactions• Loaded monthly goals for each financial center

Greater Memphis Area

• Coordinated sales promotions with product managers• Tracked and reported results of promotions• Maintained ROI reports to determine effectiveness of campaigns• Managed center budget ($1,700,000)• Assisted with implementation of sales recognition events and incentive trips• Distributed financial planning packets prior to initial data gathering appointments• Conducted customer follow up calls to individuals who indicated interest in Long-Term Care insurance. Licensed for health and life insurance from 2002-2003

Greater Memphis Area

• Managed Internal Customer Survey and Business Line Survey projects and provided actionable information based on survey findings which included interaction with managers, internal customers (employees), and consultants• Advised internal departments in the implementation of the Firstpower Value Guide• Consulted with internal departments in order to implement continuous improvement• Managed department’s marketing efforts• Trained temporary employees as well as co-workers• Served as a Tennessee Quality Award Examiner - 1999

Memphis, Tn

Worked in various departments/positions to include administrative assistant in various areas of the bank and a loan specialist in Loan Operations.

Memphis, Tennessee, United States

See details above and below.