Kelly Valentino work email
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Kelly Valentino personal email
Administrative assistant with 15+ years in Banking and Trust administration. Leader in project management, estate planning, and financial reporting.* Spreadsheet generation for accounting reports* Court accountings adhering to hearing dates and processes* Establishing systems for continuous improvementSales and marketing of a $5 million relationship and opened new business for $11 million guardianship account. Tracked and accomplished various projects as part of a tax team and audit. Performed and delivered customer service with above average reviews.Broad background with adaptable qualifications and proven attention to detail.
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Trust Administrative AssistantOld Second National Bank Jan 2019 - Jan 2020Aurora, Illinois -
Trust AssistantFirst National Bank Of Amboy Jan 2018 - Jun 2018Amboy, IllinoisSeasonal administration of collection and submitting tax worksheets for Tax Season and a role as a Teller.
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Trust AdministratorSauk Valley Bank Aug 2014 - Sep 2017Sterling, IllinoisServiced a portfolio of 80 trust accounts by meeting with customers processing and posting deposits, withdrawals, and investments. Reconciled accounts daily and generated spreadsheet reports of Balance Sheet Comparisons and Statement of Assets. Proactively administered living trusts, IRA's, land trusts, custodial accounts and escrows. Accomplished transferring $35 million in assets from the trust software to accounting software. -
Retail BankerWoodforest National Bank Aug 2013 - Aug 2014Sterling, IllinoisManaged a cash drawer and processed customers cash withdrawal and deposits. Opened new accounts for personal and business customers. Reconciled the cash vault and scanned documents and checks for branch capture. Leadership responsibilities in opening and closing the branch and generating disaster recover updates. Also, completed continuous compliance and bank regulations training. -
Bank TellerAmerican Chartered Bank Jan 2013 - Jul 2013Palatine, Illinois, United StatesOpened and closed the Branch and supported client transactions at Teller Line for deposits, withdrawals, and drive-thru transactions. Cross-sold other bank products and proficient in attaining sales goal.
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Trust OfficerNorthern Trust Oct 1991 - Mar 199950 S. Lasalle St. Chicago, Il 60675Opened and distributed high net worth trust and IRA accounts by coordinating funding from outside financial institutions and interacting with in-house departments. Posted transactions and problem-solved overdrafts and accounting discrepancies. Directed tax payments for personal trusts and family businesses. Administered portfolios from $1 million up to $500 million in assets. Continuous training in banking and trust regulations, team building, and tax requirements.
Kelly Valentino Skills
Kelly Valentino Education Details
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Alan Shepard H.S.General Studies
Frequently Asked Questions about Kelly Valentino
What is Kelly Valentino's role at the current company?
Kelly Valentino's current role is Administrative Assistant | Project Management | Banking | Customer Service | Bookkeeping | Taxes | Estate Planning |.
What is Kelly Valentino's email address?
Kelly Valentino's email address is kv****@****ond.com
What schools did Kelly Valentino attend?
Kelly Valentino attended University Of Illinois At Urbana-Champaign, Alan Shepard H.s..
What are some of Kelly Valentino's interests?
Kelly Valentino has interest in Education.
What skills is Kelly Valentino known for?
Kelly Valentino has skills like Finance, Management, Project Leadership, Sales, Private Banking, Administration, People Development, L&d, Human Resources, Employee Training, Employee Learning And Development, Training And Development.
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