Leah M. Email & Phone Number

United States

United States

Toledo, Ohio, United States

Signature Bank NA

Perrysburg, OH

• Serve as a Company ambassador greeting visitors, answering calls and escorting guests to meet their host.
• Support the Security Department as an administrative support specialist. Process and pay the department’s invoices utilizing the Company’s SAP. Update Standard Operating Procedures as requested by the department’s.

Toledo, Ohio Area

• Assisted the Wealth Management VP and Portfolio Manager with confidential interactions between Corporate Trust and Private Banking. Maintained updated knowledge of the department’s products, services and systems.
• Scheduled various appointments and ensured the organization of daily activities including the establishment, documentation and maintenance of detailed documentation in support of client accounts, asset deliveries.
• Scheduled various appointments and ensured the organization of daily activities including the establishment, documentation and maintenance of detailed documentation in support of client accounts, asset deliveries.
• Researched and resolved complex client issues. Compiled confidential information, drafted memos and prepared client, officer, attorney and agency correspondence.
• Opened new Trust, checking, savings and money market account for the Wealth Department Clients. Wealth Management Group Team (October 2009 - August 2013)Prepared sales goal reports for team members and to drive efforts.
• Worked face-to-face with clients to review Trusts and portfolios to ensure alignment with customer specifics and requests; input data into the department’s computer system.

Toledo, Ohio Area

• Bank Manager – appointed to fill role for six-monthsDirectly supported the Vice President and Commercial Portfolio Manager. Participated in a two-year management training program targeting aspects of banking services.
• Maintained accounts and to meet customer requests / needs.
• Assisted sales group with sales reporting, service agreements, pricing, presentation materials, and correspondence. Opened and maintained new deposit accounts and drove initiatives to promote… Show more Bank Manager –.
• Assisted sales group with sales reporting, service agreements, pricing, presentation materials, and correspondence. Opened and maintained new deposit accounts and drove initiatives to promote cross-sale of services.
• Executed and coordinated online banking services for both commercial and business banking clients including Cash Management, Lockbox, Loss Prevention Services, Zero Balance account structures, and Investment sweep.
• Led the cross sale of services to customers.