Suzanne Siebert Email & Phone Number

Remote

I assist with both Private Wealth Management and Executive Services through service and support regarding PI requests. WMO assists by:• Acting as point of contact for all PI service issues.• Partnering with Legal, Risk and Compliance for problem/exception resolution.• Communicating with multiple business units for assistance with escalations/exceptions.• Triaging, processing, and resolving not is good order PI paperwork.• Processing money movement according to PWM/ES policies, including Wires (Domestic/International), Journals, Checks (deposits, distributions, and bounced checks), EFTs, and CGF contributions.• Assisting PWM/ES with paperwork requirements, basic money movement, escalations, exceptions on specialty requests, such Managed Accounts and Transition Services.• Creating and sending ad-hoc letters to clients, including custom spreadsheets.• Triaging, processing, and resolving NIGOs on specialized processes, including Alternative Investments.• Processing monetary corrections.

Cannon Fallls, Mn

Responsible for the profitability and growth of a Farmers Insurance Agency. Knowledge and experience to help customers identify the insurance coverage that best fits their needs and help them better understand their coverage options--whether that's auto, home, renters, business insurance and more. • Contributing to achieving company sales goals• Build client relationships through community involvement, networking, marketing and small business appointments• Seek new customers by cold calling and purchased leads• Ability to provide excellent customer service at all times • Offer life insurance with every presentation by completing a needs analysis for the customer• Look for additional cross sale opportunities • Coach and develop and train employees to have knowledge of Farmers products and services along with profiling and presentations to prospects providing excellent customer services as well

14 S. Moger Ave., Mt. Kisco, Ny 10549

• Responsible for business development and acquisition, portfolio growth and profitability of the Mt. Kisco Market (4 branches)• Develop, implement and manage Branch sales plans and activities for the market, diagnosing team performance and gaps in order to achieve and exceed goals• Observe and inspect client management process• Provides retail customers with an array of financial products and services such as mortgages, home equity loans/lines, brokerage and investment services, life insurance as well as retail checking and savings accounts and other retail products• Provides business clients with a wide array of business products and services such as merchant services, payroll services, business loans/lines, cash management services as well as commercial checking and savings accounts• Build and manage relationships with bank partners to ensure referral flow and execution of activities to achieve market goals• Identifies financial needs of customers and cross sale opportunities to help strengthen customer loyalty and trust providing exceptional customer experience• Develop and coach staff to help improve behaviors and performance• Manage operations; operates in full compliance with internal policies and procedures as well as applicable regulations and laws• Manage business customers portfolio• Adjunct trainer for consumer lending • Active community leader in promoting banks products and services

• Develop and lead a staff of nine to build an effective, high-performance team, which resulted in a $4 million increase in annual revenue in 2005 and $6.5 million in investment revenue in 2006• Proven track record of developing and coaching high performance sales and service teams which resulted in qualifying for managers/ incentive trip two consecutive years• Created and implemented an integrated business plan to manage controllable components of branch profit and loss, which resulted in branch rating at highest level amongst its peers• Managed daily sales activities and consistently coach staff to achieve branch and individual goals• Effectively partnered with other areas of the bank to ensure a world-class customer experience

• Managed deliverable expectations for customer• Work to reduce risk to both the customer service organization and the bank community as a whole by helping to stabilize application deployments by minimizing support issues• Assist to increase the knowledge and skill set of the customer service staff through extensive application testing, creation of support documentation, hands on training and centralized communication processes• Helped improve the level of customer service support throughout the bank by preparing customer service desks globally to provide optimal day one support of new or updated core application releases• Created and maintained a web-based skills assessment program using Blackboard.com to give customer service staff an opportunity to test their knowledge on applications that they will be supporting• Redesigned and managed the Global Applications Projects and Processes website

Bachelors, Business/Finance

Bachelors in Business Finance

Associates, Human Services