Experience

Bryn Mawr Trust

• United States
• Investment Management
• 200 - 300 Employee

• Branch Administrator

  • Oct 2015 - Present

  • Led process of closing 9 branches and ensured compliance with Federal regulations achieving cost reduction goals, greater efficiency and minimizing customer impact. • Assisting with 3 mergers including training employees on policies and procedures and performing on-site audits to assure compliance. • Researched, analyzed, and monitored charge-off accounts collaborating with Deposit Operations offsetting and closing accounts saving 10% in previous monthly losses. • Analyzed and revised bank documents including Night Drop and Safe Deposit Box Agreements, Regulation D Violations, Overdraft, Safe Deposit Drill, Account Closing and CD Reinvestment Letters which reduced customer complaints, audit concerns, and policy violations. • Updated Disaster Recovery Policy / Procedure Manual establishing an alternate site in emergency situations and first responder contact across all retail locations. • Monitored and corrected bank compliance issues with federal regulations including Regulation D, E, and CC. • Led 14 branch audits monthly including cash drawers, negotiables, signage, vaults, ATM, TCR, and Medallion. • Coordinated branch policy compliance for 14 locations including reviews of document retention, clean desk policy, cash limits, teller work, branch logs, safe deposit, keys and combos, security, and branch appearance. • Resolved customer complaints and issues regarding: o Site access and point redemption issues for uChoose Reward Program, o Online banking signing on, password and security question reset. o Telephone banking and department issues. o Compliance risk issues with policy, procedure, account errors, fees, statement errors, disclosure issues, and promos in collaborations with Compliance Department. • Created job aids for supplement training. • Closed escheated accounts and safe deposit boxes as the liaison with Compliance. • Led testing system upgrades for retail banking including data entry, running reports, and screen capture verifications. Show less



Bryn Mawr Trust

• United States
• Investment Management
• 200 - 300 Employee

• Branch Banker

  • Oct 2011 - Jun 2015

  • Performed Branch Manager duties when Manager was absent. • Tracked branch sales and fee income. • Performed notary duties for branch. • Obtained Medallion certification. • Increased signing authority from $25,000 to $100,000 • Received an officer code for overdraft approval. • Gained the ability to open and close consumer and business accounts. • Obtained NMLS certification, given the ability to discuss consumer and business loans as well as open and close them. • Performed Branch Manager duties when Manager was absent. • Tracked branch sales and fee income. • Performed notary duties for branch. • Obtained Medallion certification. • Increased signing authority from $25,000 to $100,000 • Received an officer code for overdraft approval. • Gained the ability to open and close consumer and business accounts. • Obtained NMLS certification, given the ability to discuss consumer and business loans as well as open and close them.



First Keystone Bank (Mergered with Bryn Mawr Trust in 2011)

• Glen Mills, Pennsylvania, United States

• Teller/ Head Teller

  • Oct 2001 - Jun 2010