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Experience

    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Loaned Executive for United Way of Gloucester County
      • Sep 2020 - Present

      Assist in the implementation of the annual Community/Employee Campaign at the United Way of Gloucester County. Manage effective employee campaigns within local businesses and organizations in Gloucester County. * Contact and collaborate with employee campaign managers to help plan, organize, and conduct effective campaigns. Provide campaign materials and present at the employee group meetings, when requested. *Analyze past performance of assigned accounts. Plan and implement strategies to improve performance of assigned accounts. * Manage delivery of materials, scheduling speakers, and agency tours. * Maintain accurate records on the assigned accounts, results, and campaign activities.

    • Client Service Associate
      • Dec 2016 - Dec 2018

      * Handle written/verbal communications with external and internal clients in order to meet and exceed client needs. * Complete research to respond to client inquiries, take necessary actions, and keep the client teams informed. * Assist with special projects. * Coordinate with securities operations and other business partners to resolve matters timely and satisfactorily. * Review distribution language of governing instruments to determine whether or not distributions are appropriate. * Handle routine transactions such as cash and asset transfers, distribution requests, gifts, and deposits. * Maintain documentation in the CRM client information system.

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Client Solution Specialist, Sr.
      • Oct 2014 - Dec 2016

      * Facilitated comprehensive written/verbal communications with clients & centers of influence. * Collaborated with the Wealth Management Team & other professionals to protect, preserve, & grow assets under management. * Reviewed distribution language of governing instruments to determine whether or not distributions are appropriate. * Demonstrated ability to research/resolve client inquiries and complex fee history to remain compliant with PA statutes. * Strong administrative & superior organizational skills. * Demonstrated problem solving skills with attention to detail/accuracy. * Ability to handle multiple matters concurrently and manage multiple deadlines for the portfolio while addressing shifting priorities. * Excellent technology skills including, but not limited to MS Office, MS Outlook, Adobe, and various proprietary/non-proprietary Trust accounting systems.

    • United States
    • Primary and Secondary Education
    • Technology Instructor
      • Sep 2008 - Jun 2011
    • United States
    • Primary and Secondary Education
    • Elementary Education Teacher
      • Sep 2006 - Jun 2008
    • Charitable Advisor, Vice President
      • Apr 2001 - Jan 2006

      Vicki Hills joined one of Wachovia Bank’s predecessors in 1988. She served as a Vice President and Philanthropic Consultant in Wachovia Bank’s Charitable Trust Dept. There she provided administrative and consultative services to not-for-profit institutions and philanthropic individuals in the Delaware Valley. She also assisted clients in coordinating traditional estate planning strategies with contemporary philanthropic planning. Vicki has over 15 years of banking experience in the trust and investment areas with nearly 10 years of experience in the Personal Trust Division of Wachovia’s predecessor banks. Her background includes securities processing, handling gifts of stock, training and development, as well as cash management customer service.

    • Account Manager
      • 1999 - 2000

      * Provided support to sales/customer, including calls/requests for enhancements & timely problem resolution. * Acts as a communication link between client & all internal departments including the production facility. * Facilitated project management such as the development/distribution of a statement process through a third party vendor for a major financial advisor. * Managed projects not only for print, but also Internet solutions. * Provided support to sales/customer, including calls/requests for enhancements & timely problem resolution. * Acts as a communication link between client & all internal departments including the production facility. * Facilitated project management such as the development/distribution of a statement process through a third party vendor for a major financial advisor. * Managed projects not only for print, but also Internet solutions.

Education

  • Rowan University
    Bachelor of Arts
  • Saint Joseph's University
  • Northwestern University
    National Graduate Trust School
  • Philadelphia Chamber of Commerce
    Business on Board, Not for Profit Board Training

Community

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