Compliance Analyst

• Sep 2022 - Present

Relationship Banker II

• Oct 2004 - Present

Client service, opening deposit accounts, resolution of service breakdowns, supervision and coaching of branch employees, processing and approving consumer loan applications, processing home equity applications, completing reports, managing document retention, sales and referrals to other departments/products, communicating branch activity (issues, changes to accounts, new business opportunities, etc.) to branch manager, reviewing branch processes for efficiency and compliance, managing a cash drawer, processing client transactions, scanning teller work into computer system for Fed processing, auditing teller drawers, managing staffing schedule. Show less

Assistant Branch Manager

• Oct 2004 - Present

Client services, account opening, loans, staff coaching and leadership, business relationship building.

Roving Relationship Banker II

• Oct 2018 - Sep 2022