Tiffany Cooper Email & Phone Number

Racine, Wisconsin, United States

At Johnson Financial Group my primary responsibilities are to serve as a trust administrator for certain complex ultra-high net worth family relationships. My role is responsible for developing strong relationships with the family office as well as with the individual beneficiaries and their outside advisors.My Key responsibilities are as follows: -Deep understanding of trust administration, trust reporting and general fiduciary and trust law and concepts. -Fiduciary Responsibilities include but are not limited to: Estate valuations, insurance claim processing, will file, vault and procedures, probate and other post death processes, and insurance trusts monitoring. -Responsible for initiating and tracking the status of deposits, as well as cash and asset transfers to accounts. -Maintain client files to meet industry standards and compliance requirements. -Responsible for oversight of operational and administrative issues surrounding family trusts including insuring that JFG accurately opens and closes those accounts within Wealth operating systems, including tracking of incoming/outgoing transfer of assets and cash.

Racine, Wisconsin, United States

Racine Main

At Johnson Financial Group my purpose is to be responsible for expanding client relationships and developing new relationships by advising clients in their selection of financial service products and services. I am viewed as a trusted advisor with clients and follow sounds, ethical banking practices and adhear to regulations and procedures. This position provides leadership, training and support to less experienced branch staff.My Key responsibilities are as follows: -Proactively advising consumer and business clients in their choice of accounts, loans and other products. -Proactively managing a self-developed pipeline of clients and prospects to uncover current and future needs. -Originate and close consumer loan products including credit cards. -Contributing to achievement of goals while maintaining pricing discipline. -Act as a primary point of contact for customers. -Have knowledge of required documents and understand the impact to the client as well as the bank.

Racine Lathrop Location

At Tri City I open and close accounts, work on the accounts that are overdrawn by making calls and sending letters, charge off accounts that need to be sent to chexsystems, CDs, IRAs, HSAs, any account maintenance, Travelers Cheques, Savings Bonds, Safe Box maintenance and I am also a Notary. Beyond what my job description needs me to have knowledge of I also do some work on loans. I type profiles and applications, put Title Company packets together and send them off, make sure that loan closing tickets balance, set up automatic loan payments either internal or external, figure out why a customer received a late fee, request Title's, and pull Flood and Credit Reports.

Currently In Progress, Banking / Finance

Education record