Experience

Chemung Canal Trust Company

• United States
• Banking
• 100 - 200 Employee

• Wealth Relationship Manager - Trusts and Estates

  • Jan 2021 - Jun 2022

  Responsible for providing wealth management administration and general financial planning services to clients, including: • Provides client with complete trust services; including the areas of estates, personal trusts, guardianships, corporate trusts, and any other appropriate fiduciary capacity. • Assumes responsibility for the administration and discharge of the bank’s legal responsibility for all assigned accounts. Maintains an awareness of changes in legal requirements which… Show more Responsible for providing wealth management administration and general financial planning services to clients, including: • Provides client with complete trust services; including the areas of estates, personal trusts, guardianships, corporate trusts, and any other appropriate fiduciary capacity. • Assumes responsibility for the administration and discharge of the bank’s legal responsibility for all assigned accounts. Maintains an awareness of changes in legal requirements which may affect accounts. • Makes a complete analysis of requirements of the assigned accounts; Studies governing instrument, determines cash requirements, and anticipates tax consequences. • Arranges meetings with clients or other interested parties of accounts as necessary. • Directs the collection, appraisal, safekeeping, disposition, and accounting for all property in accordance with the terms and conditions of the fiduciary agreement under which the bank is appointed and the policies and procedures of the Wealth Management Group. • Confers with clients, heirs, attorneys, and other interested parties as necessary over the life of the account to explain the bank’s role, resolve problems, establish the needs and interests of each, and provide assistance as necessary. • Monitors the cash and investments of each account with consideration of the objectives of the accounts, the needs of the beneficiaries, and cash requirements for taxes and distributions. • Communicates with other personnel within the unit or department, as well as other units, in order to see that the responsibilities are being properly discharged. • Serves as a liaison to Investment Officer, Financial Planner, and Prestige Banker to ensure client’s overall financial needs are met in situations where warranted. • Drives business development through cultivating relationships with attorneys and accountants. • Maximize the profitability of existing accounts by communicating the benefits of overall bank services.

• Director Of Safety And Security

  • Mar 2012 - Dec 2021

  Responsible for performing a variety of duties to protect and enforce the company’s Physical Security and Workplace Safety and Health. • Coordinates the development and implementation of the Physical Security and Workplace Safety and Health Programs, Policies and Guidelines to comply with the Bank Protection Act of 1968 and the Occupational Safety and Health Act of 1970. • Enforces established policies and guidelines. Prepares, maintains and updates the company’s Physical Security… Show more Responsible for performing a variety of duties to protect and enforce the company’s Physical Security and Workplace Safety and Health. • Coordinates the development and implementation of the Physical Security and Workplace Safety and Health Programs, Policies and Guidelines to comply with the Bank Protection Act of 1968 and the Occupational Safety and Health Act of 1970. • Enforces established policies and guidelines. Prepares, maintains and updates the company’s Physical Security and Workplace Safety and Health Policies as appropriate. Identifies company training needs and conducts ongoing staff training for physical security and workplace safety and health programs, equipment and protocols. • Works with HR and other departments on personnel related issues of domestic violence, unacceptable client or vendor behavior, injuries and other potentially harmful situations • Monitoring, tracking and acting upon the day to day operations relating to the physical security and workplace safety and health of the Company’s employees and assets from all offices and branch locations. Acts as a liaison with law enforcement on security related issues. • Oversees the development and implementation of the Physical Security and Workplace Safety and Health Risk Assessment Programs. • Monitors, reviews and verifies the deployment and/or management and maintenance of all physical security and life safety systems and their corresponding or associated software/hardware. Monitors the testing of security devices on a scheduled basis to ensure compliance with regulations and policy. • Works with Vendors for security and life safety related items, prepares and controls budgets for security and life safety equipment and operations. • Reports to the appropriate Board Committee at least annually on security and workplace safety and health related issues, presents policy for board approval. • Backs up Information Security functions as assigned.