Rebecca Helland

Rebecca Helland Email and Phone Number

CUSTOMER SUCCESS"Driving Investor Services Excellence with AML & Compliance Expertise." @ U.S. Bank
minneapolis, minnesota, united states
Rebecca Helland's Location
North Port, Florida, United States, United States
Rebecca Helland's Contact Details

Rebecca Helland work email

Rebecca Helland personal email

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About Rebecca Helland

Diligent and tenacious professional with long-standing experience in driving Anti-Money Laundering (AML) and compliance activities in the financial services sector. Proactive in ensuring the legitimacy of the investor base, per the guidelines set forth by regulators. Good at managing clients, always addressing clients' needs in a proactive problem-solving manner, and can create good relationships with clients.I am adaptable in a dynamic environment, my communication skills in writing and verbally are excellent, and I will represent all the stakeholders boldly at different levels. I am passionate about how technology and data-driven insights help to drive business growth and operational excellence.Let's connect to discuss ways where we might be able to partner together for mutual success! Contact me here or via email at becky.helland@outlook.com.Expertise: Project Management, Financial Acumen, Account Management, Data Entry Management, Data Interpretation, Client Relationships Management (CRM), Operational Efficiency

Rebecca Helland's Current Company Details
U.S. Bank

U.S. Bank

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CUSTOMER SUCCESS"Driving Investor Services Excellence with AML & Compliance Expertise."
minneapolis, minnesota, united states
Website:
usbank.com
Employees:
59540
Rebecca Helland Work Experience Details
  • U.S. Bank
    Investor Services Manager
    U.S. Bank Mar 2022 - Present
    United States
    As an Investor Services Manager, I execute a lot of AML and compliance activities in order to verify that the existing and potential investor base is fit for eligibility, compliance, and anti-money laundering guidelines in processing the transactions of the investor. Review investor-based documentation within AML operations as per the workflow processes and regulatory requirements at U.S. Bank, including validation of genuineness and completeness of investor-provided documentation.
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  • U.S. Bank
    Senior Investor Services Associate
    U.S. Bank Sep 2021 - Mar 2022
    United States
    When escalated to the Investor AML Operations team, I ensured that sufficient documentation and context from other internal and external parties were in place to aid in their resolution with the least effect on the investors and clients. I performed continuous monitoring of customers for possible risk features and compliance matters. Further, I conducted investigations into politically exposed person alerts and adverse media through a thorough review and assessment of customer profiles.
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  • U.S. Bank
    Investor Services Representitive
    U.S. Bank Nov 2017 - Sep 2021
    Milwaukee, Wi
    Ensured that all internal and external inquiries received timely and accurate responses, escalated to line management where necessary while working with team members and other departments to clear complex issues as an Investor Services Representative. I developed and maintained strong working relations with clients, partners, and other stakeholders within the U.S. Bank departments to earn their trust, collaboration, and to be the prime contact for assigned clients.
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  • Zaffiro'S Pizzaria And Bar
    Restaurant Manager
    Zaffiro'S Pizzaria And Bar Oct 2013 - Nov 2017
    New Berlin, Wi

Rebecca Helland Education Details

Frequently Asked Questions about Rebecca Helland

What company does Rebecca Helland work for?

Rebecca Helland works for U.s. Bank

What is Rebecca Helland's role at the current company?

Rebecca Helland's current role is CUSTOMER SUCCESS"Driving Investor Services Excellence with AML & Compliance Expertise.".

What is Rebecca Helland's email address?

Rebecca Helland's email address is re****@****ank.com

What schools did Rebecca Helland attend?

Rebecca Helland attended Waukesha County Technical College.

Who are Rebecca Helland's colleagues?

Rebecca Helland's colleagues are Mark Fulgenzi, Jessica Rowan, Michael Johnson, Jones Randy, Patrick Hendrick, Maggie Livingston, Austin Gomez.

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