Experience

Formerly Severn Bank - Shore United Bank

• United States
• Banking
• 1 - 100 Employee

• IRA Specialist

  • Jul 2013 - Present

  Annapolis MD Responsible for maintaining all Retirement accounts; keeps abreast of all Retirement regulations; and provides Retirement training to staff on an as needed basis as well as annually. • Keep up on updates to IRA/HSA laws, regulations, and IRS reporting requirements • Report correctly to the IRS with 1099s and 5498; Correct 1099s and 5498s after researching/ verifying/ or obtaining transaction documents • Daily account reporting of transactions to correspond with needed transaction… Show more Responsible for maintaining all Retirement accounts; keeps abreast of all Retirement regulations; and provides Retirement training to staff on an as needed basis as well as annually. • Keep up on updates to IRA/HSA laws, regulations, and IRS reporting requirements • Report correctly to the IRS with 1099s and 5498; Correct 1099s and 5498s after researching/ verifying/ or obtaining transaction documents • Daily account reporting of transactions to correspond with needed transaction documents • Processing paperwork into the system - verifying documents are under the correct account number and plan- shredding the ones not needed- filing the ones to keep for backup record retention • Updating profiles for correct codes, messages, and overrides on IRA/HAS reports • Obtaining correct forms for audit purposes • Verifying plan summaries for correct code reporting calculations and correcting summary reporting if needed • Processing/verifying correct calculations to provide correct RMD/RDD amounts • Compliance notifications- RMDs, RDDs, Withholding notices • Working with the branches for follow up on documents and customer transactions

• Assistant Branch Manager

  • Nov 2010 - Jul 2013

  Glen Burnie, MD Responsible for assisting the branch manager in the development of the branch and assisting branch employees. • Maximize customer satisfaction with quality service. • Increase business through networking and building new client relationships. • Assist staff in identifying sales opportunities. • Responsible for updating daily reports to the manager.

• Customer Service Representative

  • May 2006 - Nov 2010

  Glen Burnie Responsible for managing and resolving customer requests by applying the service quality guidelines. • Generate referrals to Sales and Support Partners by implementing the Proactive Relationship Banking procedures. • Selected to enter into Management Training Program.

• Head Teller

  • Sep 2005 - May 2006

  Responsible for the overall supervision of the teller staff. • Accurately and efficiently processes a variety of daily currency transactions. • Process vault transactions and complete the responsibilities of vault cash, including cash orders, shipments and operating a teller drawer as needed. • Handle the tasks of supervising and scheduling the daily activities of the teller staff. • Responsible for assisting tellers in handling complex customer transactions.

• Teller

  • Dec 2003 - Sep 2005

  Glen Burnie The Teller is a front line high service quality position with the ability to cross-sell the bank’s products to new and existing customers through lobby and/or drive-thru facilities. • Accurately and efficiently processes a variety of daily currency transactions. • Responsible for balancing a cash drawer daily. • Provide exceptional customer service by answering and solving queries. • Handle the tasks to ensure adherence to the bank standards and procedures