Evan Reed Email & Phone Number

Kansas City, Mo, Us

Kansas City, Mo, Us

- Performs independent Quality Control Reviews of retail branch locations to identify operational and compliance risks.- Reviews branch documentation and associate behavior to ensure adherence to compliance standards. - Schedules and performs associate interviews to assess associates’ understanding of regulatory requirements. -Creates and presents summaries of observations to Retail Branch Management be any other applicable parties. -Assists in operations related projects as needed with the Compliance and Oversight team.

Kansas City, Mo, Us

•Assists and supports the internal controls of five bank branches.•Schedules and performs surprise cash drawer, consigned items and device audits.•Provides on-site assistance of operational activities.•Facilitates training of branch control and audit policies and procedures.•Leads employee coaching/development on operations, compliance, safety, security, and customer servicing for twenty-eight employees.•Communicates effectively and regularly with branch management and other business areas throughout the company.

Kansas City, Mo, Us

•Cross-sold solutions for clients to help achieve their financial goals.•Educated customers on features and benefits of Commerce Bank Home Equity Loans and Lines of Credit.•Effectively referred products in all lines of business.•Collaborated with management on weekly and monthly audits.•Assisted in coaching current and new employees on branch compliance standards.•Registered with NMLS to accept applications for Home Equity Products.

Kansas City, Mo, Us

•Assisted clients in everyday transactions.•Confidently assessed interactions to ensure the safety of the bank and the client.•Communicated confidently and personably with clients.•Actively participated in a team environment.