Vice President and Trust Officer

• May 2023 - Present

AVP / Relationship Officer

• Jun 2017 - May 2023

Manage assets held in trust for the benefit of all beneficiaries. Maintain correspondence with accountants to ensure all returns and IRS correspondence is completed in a timely manner. Perform reviews on all accounts to ensure compliance. Maintain contact with all beneficiaries to build a positive relationship for years to come.

Trust/HR Administrative Assistant

• May 2016 - Jun 2017

In my tenure as the HR/ Trust Administrative Assistant I would manage payroll, payroll changes and taxes associated with payroll; Prepare committee reports for board members and bank officers; Maintain retention schedules for Human Resources and Trust; Handle the reconciliation of departments pass through account; Back up personnel as needed throughout the departmen.

New Account Representative

• Jul 2012 - May 2016

In my tenure as a new accounts representative I would assist customers by gathering personal information essential for a new account; Trained on boarding customer service representatives for branches; Worked to assist customers with all time deposit matters; handled power of attorney, trust, and personal representative documents pertaining to new account and account change matters.