• Perform daily monitoring and account level reconciliation identifying and resolving discrepancies accurately and efficiently to meet sponsor expectations and keeping accounts in line for tax purposes• Works with sponsors and financial consultants by support in processing of new account opening, account maintenance, terminations, funding, as well as indexing and archiving documents• Hold a high level understanding of the team's processes, sponsor relationships, and systems to better support sponsors in a timely manner• Assists in testing of new system functionality and currently implementing a new function using python to help automate a manual reconciliation process

• Manage day-to-day client relationships and processing requests for assigned clients, interfaces with client as primary administrative contact• Maintain client information according to department standards to guarantee both internal and external databases reflect the most current and up to date information• Invest, process, and reconcile daily assets on particular accounts • Audit lists of trade accounts on a regular basis to ensure all accounts are balanced properly, and identify and resolve all discrepancies prior to having an adverse impact on a client’s account • Implement new systems and procedures to help improve the efficiency of daily tasks

• Update, maintain, and organize documents and customer information to maintain compliance and safeguard personal information• Assists customers with filing taxes and small businesses with payroll services via Quickbooks• Tracks payments of vendors and customer to ensure proper bookkeeping procedures

• Brought onto the Seaport location to help recover the branch from a two year failure to meet operations/compliance standards, and reach growth/sales opportunity of the area• Reviewed key performance indicators and assessed daily activities to discuss with team members for the purpose of helping reach an understanding of where areas of opportunities lie, and develop a game plan to develop skills for meeting and surpassing goals• Within one year, passed annual audit with highest grade, reached top 30% of sales growth and top 10% in providing customer satisfaction within peer group• Helped facilitate a branch relocation, ensuring all systems were working properly• Built company branding by networking with the community and attending local events while helping team members build personal branding to help build reputation

• Ensures procedural requirements and processes are known and utilized by every team member to guarantee operational integrity and risk management, leading to an improvement in the branch’s operation score• Oversees the staffing, coaching, and performance management of all team members to meet sales goals and establish strong customer service skills• Streamlined procedures to improve customer experience and time efficiency leading to a 48% increase in customer satisfaction• Implemented a general ledger to monitor and track monetary discrepancies for all tellers and cash vaults, resulting in taking any necessary action to prevent further discrepancies• Knowledge of trusts, accounts, credit, and lending required to guide customers • Managed the facilities of branch location to follow company guidelines and ensured all repair/maintenance requests were accounted for

• Participated in monetary transactions (deposits, withdrawals, use of monetary instruments, etc.) to meet customer requests• Maintained and balance a cash drawer to ensure accuracy in processing cash transactions• Promoted bank products and services to not only help reach location goals but also to reach and exceed personal goals• Developed strong customer relationships to understand what products could be needed or used for the purpose of providing help instead of reaching goals.