Cecile Strait Email & Phone Number

Currently working for the Compliance Department reviewing various types of documents to assist with developing new policies and procedures for various areas of the bank. This is a special project which will terminate in September.

Managed over 150 trust accounts valued at $132 million with revenue of $1.3 million in accordance with fiduciary policies and procedures, including risk management, compliance and service delivery. Supervised three team members that provided support services.Won an $8 million account creating estate tax savings for the client by using charitable trusts.Worked closely with client, client's attorney and personal advisor to establish a $20 million estate plan.Sold additional services including tax preparation, insurance, mortgages, investment management, estate planning, and other bank products to increase revenue.Established, developed and maintained strong client relationships resulting in a 98% retention rate.Maintained excellent documentation, completed all Regulatory 9 reviews, and administered all accounts in accordance with AML/KYC regulatory guidelines to ensure trust and risk management compliance.Routinely completed continuing education courses to maintain Certified Trust and Financial Advisor.Successfully transitioned through five mergers without having a negative impact on client relationships.Collaborated with other bank team members to cross-sell products and services.Handled estate administration for clients according to SC Probate Code, company policies and procedures.