Elizabeth Moyer Email & Phone Number

Souderton, Pennsylvania, United States

1 Freedom Valley Dr, Oaks Pa

Oaks Pa

Malvern, Pa

Souderton, Pennsylvania

Interact with clients, attorneys & accountants to assist Trust Administratiors in the handling of trusts & estatesResponsible for the asset transfer function for the Trust Administration teamAssist in the management of Irrevocable Life Insurance TrustsPreparation of Court AccountingsAssist Trust Administrators in the settlement process for estates and trust estatesBackup for Trust Administrators when they are unavailable

Souderton, Pennsylvania

Prepare proposals & account reviews for Wealth Management & Trust clients & prospectsUnivest liaison with performance measurement systemPrepare & customize power point presentations for seminars & speaking engagementsPrepare, develop & create various departmental reportsPerform daily reconciliation & resolve discrepanciesMaintain & improve templatesBackup for Trust Accountings clerk

Doylestown, Pennsylvania

Internal and External Business DevelopmentActively built branch deposits and loansActively refer business to outside lines of businessResponsible for acquisition, retention and expansion of clients and prospectsDeveloped and maintained personal banking relationships with new and existing customers Assist customers by utilizing problem-solving skillsResponsible for opening new accounts and servicing existing accountsWorked with clients to achieve their financial goalsCompleted AIB Principles of Banking CourseCompleted Univest Advanced Leadership Course

Bucks County Regional Center, Doylestown, Pennsylvania

Performed responsibilities as outlined in Retail Banking Regional Specialist position as it was restructured into present position with an added focus on trending, research, branch staff operational and sales development.Developed monthly branch performance reports

Bucks County Regional Center, Doylestown, Pennsylvania

Assisted the Senior Retail Banking Specialist in the development, presentation and maintenance of the Employee Solutions Program and College Express Banking Program. Compiled and analyzed marketing data to assist in recommendations regarding customer service, employee performance and overall branch performanceCompleted Univest Leadership Development Course.

Telford, Pennsylvania

Educated my clients on the various products and services that Univest has to offer, analyzing their needs in order to help them make healthy financial decisions.Observed fellow team members in order to coach and offer individualized feedback to promote superior customer service, encouraging the Telford team to deliver Plus 1% Service to every

Performed as Internal Sales Leader for Coopersburg branch resulting in solid sales performance history. Attended Business Banking and Consumer Loan classes as well as informal SB3 training class held by Sales Performance Consultant for new branch managers in the Lehigh Valley. Become a part of the Licensed Branch Employee program at Sovereign Bank and became licensed to sell Fixed Annuities in April 2008 Accompanied branch manager on business calls for existing clients and on prospecting calls. Spear headed branch's efforts for the integration of the Partnership Banking program.Completed Sovereign Bank Supervisory Development Training Course.

Reading, Pennsylvania