Serves as relationship manager for Trust Services, responsible for the end-to-end administration of assigned accounts. Build multigenerational relationships with members by advising, educating, and supporting their long-term wealth transfer needs. Maintains awareness of emerging products and services and new developments in the industry. Keep current on all laws and regulations, State, and Federal, related to the administration of trust accounts.

Works with high net worth members providing customized solutions and assisting them and their families achieve financial success by actively building and maintaining strong relationships. Managing and growing existing member’s relationship effectively; providing customized professional financial advisory services to individuals; Marketing a comprehensive range of financial products and advisory services to potential members; Reviewing and monitoring member’s financial progress and status on an ongoing basis.

Works with high net worth members providing customized solutions and assisting them and their families achieve financial success by actively building and maintaining strong relationships. Managing and growing existing member’s relationship effectively; providing customized professional financial advisory services to individuals; Marketing a comprehensive range of financial products and advisory services to potential members; Reviewing and monitoring member’s financial progress and status on an ongoing basis.

Responsible for retaining, de-escalating, strengthening and deepening relationships with every member by providing personalized advice and solutions resulting in minimized lost members. Ensures operational efficiency, provided appropriate regulatory disclosures, and limits fraud exposure. Provided training and guidance to staff regarding service delivery, sound business decisions, policies and procedures.• Leader in New Employee Orientations on behalf of USAA Federal Savings bank to present banking products to USAA’s new hires. • Maintained knowledge of banking regulations and guidelines and responded to general servicing and complex customer inquiries.• Act on referral triggers and provided additional product offerings based on member needs.

Responsible for providing quality service to members through the handling of most complex inquiriesand transactions for credit cards, deposits and bank IRAs (seasonal). Deepened member relationships through needs assessment and solution offerings from the wide array of USAA products and services. • Maintained knowledge of banking regulations and guidelines associated with USAA banking products.• Act on referral triggers and provided additional product offerings based on member needs.Recognized numerous times as Team Leader on Referrals. • Respond to and researched most complex transactions and made decisions on complex policy exceptions and monetary adjustments based on level of authority.• Served as a subject matter expert in processes/systems projects aimed at improving service and efficiency.