• Create, build and nurture relationships with key community stakeholders, non-profit leaders and business owners, to identify gaps/needs and implement programs in response to community need. • Build and implement high value programs, events and resources procured to respond to micro community needs. Drive firm/market-wide community engagement and outreach expansion in the Twin Cities market, making connections to local needs and leaders, in alignment to focus areas. • Identify and elevate key community needs and investment opportunities for national Corporate Social Responsibility team, based on firm-wide strategic initiatives and focus areas.• 2022 National Achiever recipient

Responsible for effectively positioning U.S. Bank as a leader in the community and work closely with market leadership to achieve market/region Corporate Social Responsibility(CSR) goals. Set the direction for local market Community Reinvestment Act(CRA) performance, community grants and civic sponsorships. Build strategic relationships with organizations that align to U.S. Bank's CSR strategy to drive community, employee and business impact.

• Responsible for managing multiple on–going and ad hoc projects end-to-end that comprise 34% of department revenue goal of $31.5MM. This includes but is not limited to cross departmental coordination, meeting recaps, status and work plan updates, managing milestones and project deadlines.• Create lead management marketing materials for Wealth Advisors to educate retail sales teams and build pipeline of high net worth clients greater than $3MM; point person to ensure materials are maintained and meet compliance standards.• Create and maintain executive level presentations to drive business line performance initiatives, build business line awareness and promote quality partnership opportunities across lines of business.• Develop and manage several incentive payment processes to ensure business partners receive referral credit up to $10,000 per opportunity; requires quality assurance and coordination across multiple lines of business with several checks and balances and points of contactAccomplishments:• Designed and built intranet resources webpage for team• Received Officer designation after 4 months of service• Quarterly Reserve Elite Award winner - 2016

• Developed, grew and oversaw private banking program to acquire, retain and maximize the financial success of high net worth clients.• Cross-sold services and offerings to build custom, comprehensive portfolios that met client's individual financial goals.• Identified, built and coached branch staff best business practices to reach and exceed the expectations of program participants.• Initiated, developed and maximized internal/external relationships and processes to drive program effectiveness and promote organizational alignment.Accomplishments:• Increased Private Banking membership by 25% from 2014 - 2015• Served 100+ members for credit counseling and repair services in the first year of offering• Increased loan volume by 40% and decreased delinquencies to zero over 12 month period

• Execute administrative functions of the business including reporting, record-keeping and financial management, tracking and accounts receivable• Perform ongoing market research, gather and analyze market data and identify potential business opportunities• Create business tracking tools to evaluate success and strengthen processes• Manage grant application and review process• Summarize and write recommendations to be sent to the BOD for votes• Ensure grant tracking and files are in order for audit at any time• Assist with the implementation of local, regional and national fundraisers and auction• Help manage financial reporting process• Assist in all preparation for the annual tax return and audit• Monitor the KW Cares email box, phone line, website and Facebook page• Assist with generating the quarterly newsletter

• Create and facilitate a customized financial literacy curriculum, materials and activities• Lead financial education workshops and trainings amongst program administrators • Lead career training program focusing on the banking industry including curriculum design, class instruction and development of business partnerships within the local banking community coordinate with internal departments to assess the broad client population needs and develop customized financial literacy programs• Develop, coordinate and facilitate outreach strategies to promote and drive program membership to internal departments, partner agencies and corporate level funders• Assist with grant proposal and assessment including development of budgets, reporting, and data collection• Partner with industry leaders to build and deliver a comprehensive 6 month training series for 150 individuals working at social service providers across the metro• Assess, generate and implement customized financial plans for 200+ low-income clients to promote achievement of financial goals and attain stability, requiring problem solving and relationship skills• Build, grow and sustain internal and external relationships to generate key partnershipsAdditional Duties:• Accountable for measurable outcomes and the continued enhancement of program efficiency and effectiveness• Assess, generate and implement customized financial plans for 200+ low-income clients to promote achievement of financial goals and attain stability, requiring problem solving and relationship skills

• Accountable for delivering Client Service excellence and effectively managing risk and issues• Introduce service improvements to improve the overall client experience• Resolved client service issues and challenges before escalation point• Participated in opportunities to streamline processes, eliminate redundancy, increase revenue and strengthen relationships• Cross selling PCM (Payment and Cash Management) products and providing superior service support for all PCM solutions• Analyzed clients activities and provided advice and suggestions to clients to generate referrals and lead management• Generate referrals for Global Businesses, e.g. Private Banking, GBM, RBWM, as appropriate• Keep abreast of external factors influencing international business e.g. economic, cultural, geographical, procedural and regulatory requirementsAccomplishments:• Four-time customer service award recipient for Outstanding Customer Service during the quarter

• Increased awareness of services in the community through utilizing various marketing strategies including: community outreach,presentations, cold calls, distributing fliers and hosting information tables at community events• Built, grew and managed partner relationships with community organizations to promote awareness and create referrals• Coordinated and ensured successful and organized bi-monthly homebuyer education workshops• Development, marketed and facilitated financial literacy classes at various community organizations and sites