Crystal Farris Email and Phone Number

• Directly provide administrative support to Regional Managing Director, Regional Private Banking Manager, and Regional Investment & Fiduciary Manager• Manage all company and local special projects alongside the local leadership team• Provide resolution assistance with compensation and sales credit issues to entire market. From pipeline to winning the business I make sure the team follows protocol and gets proper credit• Act as the primary event planner for market, including client/prospect event planning and internal sales meetings/seminars. This includes creating invitations, booking venues, contracts execution, budget management, and coordinate with local relationship managers to ensure the right people are in the room for business development• Support all national, regional, and market sales and reporting initiatives• Prepare client correspondence and customized client presentation materials to support sales/marketing efforts• Manage on-boarding new hires and off-boarding retirees and departing employees. This includes I-9 fulfillment, ordering equipment and basic training of systems.• Serve as Client Experience champion for region, ensuring standards are set and met, suggesting and implementing new procedures to ensure clients get a consistent and white glove experience

• Direct banking operations for Private Bank clients including checking, savings and credit accounts while complying with all bank and government regulations• Pro-actively co-manage book of business alongside Private Banker and Wealth Advisor in the Virginia market including managing pipeline, participating in business development efforts and analyzing cross selling opportunities • Act as the primary point of contact for all service-related needs of the client as well as establishing, maintaining, and developing client relationships• Act as the primary point of contact for team specialists for book of business• Prepare client correspondence and customized professional client presentation materials to support sales and marketing efforts• Provide administrative support to Private Bankers and Wealth Advisors, including scheduling, meeting preparations, and event planning

• Administered banking operations for Wealth clients including checking, savings and credit accounts while complying with all bank and government regulations• Pro-actively co-managed book of business alongside producers while conducting pipeline meetings and assisting business development efforts • Acted as the primary point of contact for all service related needs of the client as well as established, maintained, and built client relationships• Prepared client correspondence and customized professional client presentation materials to support sales and marketing efforts• Provided administrative support to top producers

• Managed and supervised branch staff while monitoring the performance of and meeting both sales and operational goals• Partnered with the Branch Manager to position the store team for success, including hiring, training, supervising, coaching and developing a highly engaged service team• Supervised, observed, coached, and provided feedback to ensure consistent team performance and excellent customer satisfaction• Ensured compliance with all operational regulations, sales and service processes, policies and procedures, and completion of compliance requirements• Responsible for effective scheduling, managing of the retail store, lobby management, and delegating essential tasks to ensure operational integrity.

• Acted as team leader for all tellers, managed and supervised all behind the teller line activities, ensuring customer satisfaction• Partnered with Assistant Branch Manager to complete teller hiring, training, and coaching of teller staff• Supervised, observed, coached, and provided feedback to ensure consistent team performance and excellent customer satisfaction• Ensured compliance with all operational regulations, sales and service processes, policies and procedures, and completion of compliance requirements• Acted as vault teller and supervised operation of the ATM and indoor auto teller machines, and performed internal audit of all cash drawers• Handled the behind the teller line operations, including ordering/shipping of cash from/to Federal Reserve, performing the daily/weekly/monthly/quarterly control tasks set forth by the bank, maintaining the key/dual control logs for the branch