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.
- 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.
- 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.