Manage a group of 8 that is responsible for monitoring daily cash positions and coordinating activity flows within Commercial Trust/Institutional Trust/ and Wealth Management account relationships. Daily over draft investigation, raising and investing funds, and placing Mutual fund trades.Perform daily oversight on service level agreements, meeting key deliverables, and maintaining consistent departmental standards of quality. Responsible for continual quality initiatives and plan/bank conversion activities. Responsible for employee performance reviews. Lead contact in several audits performed throughout the year.

The Securities Desk is primarily responsible for facilitating equity, fixed income, mutual fund, foreign, and call/put option trades within Individually Directed Accounts (IDAs). Daily activities also include validating security positions and cash availability prior to trade execution, monitoring account overdrafts, affirming outside trades, providing Portfolio Vision support and assisting participants with other general requests. We provide customer service to IDA participants, designated agents, & brokers on daily basis.