Trust Officer

• Jun 2013 - Present

•Administer complex fiduciary accounts and assigned agency accounts. •Maintain deep expertise in fiduciary, investment, tax, and other related wealth issues. •Design and deliver sophisticated fiduciary solutions for high net worth clients with complex financial needs. •Advise Relationship Managers and other partners on internal fiduciary issues. •Develop and expand relationships with current and remainder trust beneficiaries, attorneys, accountants, and other centers of influence. Successfully completed Cannon Fiduciary I, II and III. Passed Certified Trust and Financial Advisor exam. Show less

Branch Manager

• Aug 2006 - Jun 2013

• Accountable for maximizing branch revenues, sales, and operational effectiveness.• Develop creative solutions to customer needs through careful analysis of both financial and non- financial information. • Cultivate strong relationships with clients and business partners.• Maintain rigorous coaching schedule to improve banker performance.• Integral role in performance management and succession planning.• Conduct mid-year and annual performance evaluations for all staff members.• Interview job candidates and make appropriate selection recommendations.• Utilize MS Office applications to prepare loan amortizations, calculate client profitability, and create goal tracking mechanisms.• Acknowledged for leading the state of Ohio in customer experience scores for performance year 2012.• Recognized for being the only branch manager in Ohio to receive 100% positive upward feedback scores in 2012. Show less

Assistant Branch Manager

• Dec 2004 - Aug 2006

• Responsible for completion of all operational tasks within audit guidelines while preparing branch for risk assessments and audits.• Create branch schedule and ensure appropriate coverage for the given day or event.• Manage and expand existing customer relationships through profiling, cross-selling, and consultative selling.

Banker

• Aug 2003 - Dec 2004