Maureen Bennett Email & Phone Number

Portland, Or, Us

Portland, Oregon, United States

• Manage and continuously improve Third-Party Procurement and Oversight Programs• Develop, participate in and drive outcomes for third party procurement processes to ensure relationships established by OnPoint meet strategic and impact needs• Lead processes to collect and maintain an inventory of third-party vendors and defined their risk categories• Work with external third-party due diligence support partners and directly with vendors and relationship owners to monitor, assess and report vendor risk and performance• Review third-party policies, procedures, and controls, partner with business process owners to ensure controls are in place and being followed by third parties, propose suggestions to business, and oversee and track action plans• Partner with other departments to ensure specialized risk elements are thoroughly reviewed and results are integrated with the broader third-party risk assessment process• Build and maintain a system to track and report results and metrics that summarize third-party risk and performance, along with trends over time• Develop and produce reports and updates for relationship owners and senior management regarding program effectiveness, initiatives, and issues, metrics, SLA performance, dashboards, and information• Research, analyze, identify and implement opportunities for program improvements to enhance efficiencies, support member service, reduce risk exposure and meet regulatory expectations • Execute and improve processes and tools pertaining to the management of third-party vendor contracts• Lead processes to ensure ongoing compliance to the business agreement, policies, procedures, and regulations, performance and compliance measures• Facilitate resolution of third-party issues through OnPoint’s Issue Management Program

Portland, Oregon, United States

 Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics Determine areas of strength or Business Execution opportunity within defined scope of work Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations Utilize independent judgment to guide moderate risk deliverables Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business Exercise independent judgment and provide guidance in di‐verse support functions and operations for a single business group within a line of business Collaborate and consult with leaders and executive management Provide work direction to less experienced Strategy and Execution staff

Portland, Oregon Metropolitan Area

 Assist private bankers with operational business account requests, risk management, loss prevention, account administration, sales activities, and relationship management while balancing multiple priorities and tasks Contribute to compliance, KYC record management, operational risk management and monthly control tasks at office  Prepare and analyze individual profiles, entity profiles and KYC records for compliance with BSA/AML/OFAC laws and regulations Assist with completing High Risk Customer quarterly monitoring, investigations, High Risk Product questionnaires and Front Line Monitoring  Profile and resolve client customer service issues and inquiries, including delinquencies and other business operations issues  Collaborate with other team members, including other lines of business to resolve complex customer issues and complaints Assist with Right Client Right Team/ One Model on Model/ R3 project implementation to bring qualified customers into the Private Bank while ensuring strict BSA/AML/OFAC compliance guidelines are met

Salem, Oregon, United States

 Promote compliance, quality assurance, service and productivity standards with bankers  Coach and mentor Phone Bankers in 1:1 and group settings to meet defined compliance, sales, productivity, and quality assurance metrics Audit banker calls and facilitate quality assurance appeals with QA Liaison and Phone Banker Solve escalated and unresolved customer service issues through research and utilization of company tools and resources Contribute ideas, rollout and implementation of compliance and sales related campaigns for teams while promoting contests and campaigns to build enthusiasm Collaborate with Supervisor on operational oversight to improve banker performance and conduct and develop performance improvement plans as needed for corrective action Coach new hires by meeting weekly while in training, listening to calls, introducing them to fellow team members, coordinating welcoming activities, facilitating transition to the floor team Attend developmental classes, i.e., Leadership Foundations, Crucial Conversations, Situational Leadership and Coaching Fundamentals Special projects as assigned, i.e., interim supervisor for 6 months to premier credit card team

Salem, Oregon, United States

 Answer questions and process various transactions over the phone for high value customers with assets of $25,000 or greater Perform complex account research and follow up Adhere to strict risk and compliance standards; received 100% quality assurance scores on calls Identify and make sales referrals of bank services and products for Wells Fargo and partners Plan and administer program for 25 new premier bankers with premier job duties and expectations Attend developmental classes, i.e., Coaching Basics, Self-Situational Leadership Special projects as assigned, i.e., develop contests and conducted surveys to drive risk management and sales metrics, in charge of team Q12 committee to increase job satisfaction and empowerment

Stayton, Oregon, United States

 Promoted from teller to Lead Teller in 04/2011 Process CTR, MIL and UAR reports Process customer transactions within established guidelines, i.e.safe deposit, merchant servicing, vault balancing, cash shipment, bonds and coupons, foreign currency and night drop Audit cash drawer by balancing actual cash to daily transactions Introduce customers to new products and services by identifying and making sales referrals Cross-sell bank services and products for Wells Fargo partners  Manage and resolve customer conflicts Audit to minimize errors and reduce fraud by reviewing daily work of tellers  Special projects as assigned, i.e., train and develop Wachovia team members through Wells Fargo transition as a buddy banker, assist team members throughout conversion process with risk and compliance of audit operations and regulatory issues, assist with teller training and other daily branch operations

Public Policy And Administration With An Hr Focus And Business

Activities and Societies: Judicial Board Member in 2008

High School Diploma

Activities and Societies: National Honor Roll

Education record