vice president in trust operations resume example with 20+ years of experience
High-performing Bank Executive offering 28 years' experience overseeing high-value customers and bank programs. Skilled Trust Operations Vice-President with 29 years in banking, progressing through positions of increasing responsibility and establishing continuous record of success. Leader with demonstrated success leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to dynamic conditions. Steadfastly managed multimillion-dollar Trust department income. Excellent reporting, record keeping and relationship-building abilities. Consistently met bank and customer service standards.
Good communicator Quick learner Self motivated | Attention to detail Problem solver People oriented |
Overall scope: Responsible for maintaining and balancing detailed financial records for 10,000 trust accounts with high net worth.
- As Corporate Headquarters, supported all Trust locations statewide.
- Worked closely with programmers to implement a system to efficiently benefit and decrease manual processing.
- Led, developed and motivated full-time staff.
- As Fee Area Quality Control Officer, monitored all daily work of staff members for accuracy.
- Assisted Trust Attorneys with related requests for information and clarifications on the accounts
- Assisted with annual internal and external auditors.
- Approved outgoing bank wires and signed trust checks,
- Wrote, updated, implemented and reviewed Departmental Procedure Manual for internal processing and compliance.
- Trained new hires and developed staff on topics related to their area of responsibility.
- Oversaw reporting and presentation of fee income, accrual processing and past due income reporting to all levels of management.
- Gave presentations at various bank locations throughout the state.
- Collaborated with Trust Compliance department.
- Responsible for personnel issues such as hiring, counseling and documentation.
- Reviewed trends and activity levels of department functions to determine current and future needs.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
- Organized racks and shelves to maintain store visual appeal, engaged customers and promoted specific merchandise.
- Analyzed and properly processed returns and assisted customers with finding alternative merchandise to meet needs.
- Maintained organized, presentable merchandise to drive continuous sales.
- Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
- Maintained customer satisfaction while handling product returns quickly and professionally.
- Delivered high level of assistance by locating products and checking store system for merchandise at other sites.
- Answered customer questions regarding sizing and accessories and explained how to properly care for merchandise.
- Engaged with customers to effectively build rapport and lasting relationships.
- Supported loss prevention goals by maintaining accurate drawers and monitoring shopper behavior.
- Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
- Provided accurate information about promotions, customer programs and products..
- Organized sales floor and restocked shelves.
- Provided excellent customer service to cultivate loyalty and satisfaction.
- Answered customer questions regarding merchandise and pricing.
- Trained in loss prevention, visual merchandising and general sales skills.
- Created inviting environment for customers by maintaining store organization and cleanliness.
- Issued receipts and processed refunds, credits, or exchanges.
- Circulated assigned areas of sales floor to identify customer service opportunities and maintain condition of displays.
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Skilled using cash register including processing sales discounts and refunds.
- Folded and arranged merchandise in attractive displays to drive sales.
- Approached browsing customers to initiate conversations to determine buying preferences.
- Refunded payments for returned items, processed exchanges and offered store credit to achieve customer satisfaction.
- Prepared merchandise for sales floor by pricing or tagging.
- Worked in the Customer Service department gift-wrapping packages, processed credit card payments, and sold tickets through Ticket Master for special events.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
- Provided customer records on demand, including account statements.
- Created cashier's checks and submitted out-going bank wires for customers.
- Counted and packaged currency and coins.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Reconciled cash drawer and resolved discrepancies.
- Accessed computerized financial information to answer questions related to specific accounts.
- Greeted customers and offered dedicated service during entire transaction.
Professional development completed through
American Institute of Banking Classes:
- Money & Banking
- Principles of Banking
- Analyzing Financial Statements
- Consumer Lending
- Law & Banking Principles
- Deposit Operations
- Marketing for bankers
Texas Trust School I at Southern Methodist University, Dallas
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Resume Overview
School Attended
- Theodore Roosevelt High School
Job Titles Held:
- Vice President in Trust Operations
- Sales Associate Part-time, While Working at Frost
- Bank Teller
Degrees
- High School Diploma
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