• Analyzed and process new account applications for clients in advisor network.• Created sub accounts, statements, and individual mailing Id’s in Trust 3000.• Update incoming client information into multiple systems to fulfill transaction request in the workflow queue.• Established contact with the advisor network in regards to missing information needed to complete account applications.• Utilized multiple applications including, Trust 3000, Trust Office, Nxas, OnBase, Business Builder Portal, Bridger, Pa compliance and Microsoft office.

• Create solutions that help corporations, financial institutions, financial advisors, and high net worth families maintain and manage wealth. • Responsible for the life-line of entered trades, which includes new fund account set up, settlements, reconciliations, and cash break resolution. • Process and compile investor purchase and redemption request by applying the appropriate notifications, and requirements set forth in the fund prospectus.• Research and resolve client questions, share differences, posting errors, and trading agreements in a fast past environment. • Provide daily, weekly, and monthly reports to ensure all transactions are balanced with the fund company. • Maintain 12 to 15 financial institution clients in order to assist with system issues, fund requirements, and general questions regarding daily trading activity.• Work across internal departments, including offshore groups to assist in operations and client communication. • Utilization of excellent organization, time management, communication, analytical and problem solving skills.

- Analyzed banking center Product Pricing models, and proposed alternate business solutions. - Structured financial loans for Premier Business Customers- Performed merchant account analysis to reduced credit card transaction cost. - Hosted monthly customer appreciation events to promote consumer awareness. - Corresponded with loan department to complete loan verification process. - Provided a range of customer solutions for personal and business account holders. - Partnered with Market Management to develop strategies to exceed monthly sales quotas.- Coached staff on client relations and fundamental business development practices.

- Collaborated with Sales Department to Educated and guide clients through important financial decisions.- Advised investment clients with detailed information regarding transaction fees and taxes.- Explained the benefits of various mutual fund plans to investment clients.- Provided clients with current details regarding stock market activity as related to their portfolio.

- Participated in scheduled conference calls with regional management to forecast potential barriers to meeting quarterly sales and operations goals- Increased customer satisfaction score by maintaining a constant pulse of the needs and wants of clients.- Organized and lead daily staff meetings to ensure staff knowledge of products and services.- Utilized various coaching tools to improve banking center productivity, efficiency, and customer experience.- Focused on specific goals by creating action plans to organize a way to proactively guide teammates to achieve results by constant motivation and positive reinforcement.- Conducted banking center cash vault audits and staff performance evaluations.

Solved a broad range of problems during day to day operations which resulted in increased productivity, less misplaced items, efficient coded inventory, and maximization of storage capacity based on the inflow.

Responsible for the daily management of 8 sites and 30 employees. Hired, staffed, and scheduled sites for maximum revenue production. Retrieved, deposited, and recorded cash flow Using Excel spreadsheets.