• Responsible for all client service for over 800 existing clients with a total net worth of approximately $1.7 billion and an average net worth of $1.0 million • Duties include responding to data inquiries such as price quotes for various securities, regular monitoring of accounts, and processing various transactions in a timely manner • Execute real time equity and fixed income trades, mutual fund orders, and purchases of alternative investments• Process new account documentation, including compliance and risk management documents, execute funds transfers and security orders• Assist Financial Advisors with various marketing initiatives aimed at originating incremental business from new and existing clients • Responsible for originating $1.4 million of new assets while cross selling various bank products to existing clients • Track current market conditions including Stocks, Bonds, Mutual Funds, etc. for the purpose of making recommendations to clients in the absence of the Financial Advisor

• Responsible for a $46.0 million portfolio of corporate cash management and treasury assets for global financial services companies • Clients included a number of highly complex accounts such as Prudential, Hanover Insurance, Sun Life, MFS, Putnam Investments, and Fidelity Investments • Researched, analyzed and executed a wide range of global treasury and cash management services such as Lock Box, Positive Pay File, Foreign Transit Items and Large Amounts Wire Transfers with an average transaction size of over $1.5 million• Identified product and sales specialists and integrated servicing with implementation and operational requirements across departments, other bank divisions and countries• Repeatedly met sales goals and objectives; raised over $100.0 million of new money across various treasury products • Managed 366 client’s portfolios including Bank and Investment IRA, Mutual Funds, Stocks, Treasury Bonds, Notes, Money Manager Inv. Accounts, Annuities, and Credit• Developed customized asset allocation strategy and investment solution for clients and prospects

• Chosen to develop a new division within Premier Banking & Investments which resulted in new assets of $85.0 million, of which I was personally responsible for $9.0 million • Responsible for training 58 new client managers for any new products and services • Implemented internal reporting system (BASIX) to track sales monitor performance versus annual budget for all client managers• Demonstrated ability to build a portfolio of external clients through strong business development skills• A track record of demonstrated credit/lending sales growth of $2.5 million in Home Equity Loans, Lines of Credit, and Mortgages• Analyze and interpret portfolio performance reports for upper management

• Provided superior customer service in building business relationships• Achieved outstanding 5 of 5 sales goals for each quarter• Earned recognition for superior customer service via manager’s correspondence• Earned #4 Leader in the Division and #15 in the Nation in all sales categories• Identified and addressed cross-selling opportunities• Developed and retained Small Business customer relationships• Organized small business week at banking centers, as well as delivered successful on-sites presentations at several business locations

• Primarily supervising teller area operations and supervising the Bank Office in the absence of the Bank Office Manager• Administered and controlled daily cash flow of the Bank Office• Demonstrated knowledge of complex and exception transactions• Successfully met monthly sales and referral goals on a regular basis• Balanced and serviced ATM facilities and responded to the ATM Monitoring System• Supervised training of new employees and assisted in staff performance evaluations • Coordinated the imaging and security of all checks and documents• Worked with the Bank Office Manager to monitor and achieve Bank Office goals