Vp Wealth Management, National Banking Services Manager
Promoted into this fast-growing business line to manage the banking operations and client experience touch points. Communicated effectively with people of all backgrounds and skills, to work collaboratively to resolve problems, and to motivate team members to achieve personal and organizational objectives. • Managed a team of 13 and indirectly managed 300 people though matrix management to improve the client experience and support the business growth.• Developed and executed Wealth Management Banking operating policies and procedures and communicated and trained on areas that needed more emphasis or had changes.• Monitored and updated credit and deposit compliance requirements. Worked closely with legal regulatory group and other business lines to ensure proper requirements were met and followed. Led Wealth Management business line through complex banking regulatory changes.• Managed team that monitored banker scorecards on past due annual reviews, past due loan payments, untimely credit downgrades, loan documentation errors and loan monitoring requirements.• Worked on bank wide cross-functional teams that improved specific areas of the bank to meet heightened expectations on legal and regulatory consistency and improvements expected of the bank’s regulatory agencies. • Led process improvement projects that supported Wealth Management Banking business and client experience by improving error rates and call center interactions in credit card and mortgage divisions. • Implemented new regulatory changes for Wealth Management Banking and passed all audits in areas including Reg B, RESPA, FaRB, and AML/KYC.• Updated Wealth Management Banking’s AML/KYC policies and procedures. Responded to AML alerts on suspicious activity and negative news. Trained Wealth Management banking staff on all appropriate changes.• Worked closely with all banking systems and areas within the bank to ensure proper changes were made to enhance the overall client experience.
