Experience

Bryn Mawr Trust

• United States
• Investment Management
• 200 - 300 Employee

• Branch Manager

  • May 2012 - Present

  Personal Banker (April 2006- August 2008) - Processed both commercial and personal deposits - Processed both commercial and personal withdrawals - Processed both commercial and personal loan payments - Opened personal accounts such as checking, savings, money market, certificates of deposit and Individual Retirement Accounts - Opened various commercial accounts including corporations, partnerships, sole-proprietorships, limited liability corporations and non-profit organizations - Opened Estate and Trust accounts - Closed and disbursed personal unsecured loans, home equity loans and lines of credit, auto loans and certificate of deposit loans - Internal Auditor Senior Personal Banker (August 2008-May 2012) - Carried out the above tasks - Coordinated Relationship Rewards Program - Communicated Fraud Finder reports - Referred business to Tower Financial and Vision Mortgage Group - Enrolled in Leadership Training - Provided supervision and training to Personal Bankers Branch Manager (May 2012- present) - Carried out the above tasks - Responsible for performance evaluations - Responsible for my staff’s career path objectives - Manage ADP timecard manager pertaining to my staff including scheduling and approving paid time off - Obtain relationships through cross-selling techniques and network events - Decision branch overdrafts and submit daily overdraft reports to Retail - Generate daily reports from Synapsys linked to Jack Henry - Perform RDX and RDA audits - Decision threshold and chargeback items - Monitor monthly branch audits - Responsible for facility upkeep including building maintenance, fire inspections and alarm upgrades - Team leader for Bryn Mawr Trust/Continental Bank merger - Team leader for Synergy scanning project - Public Notary - Signature guarantor (Medallion) Show less