Customer Service Management

Daniel C. Vinyard

**** ******* **., ********, ** 61068

Cell 815-***-**** ? abmjz7@r.postjobfree.com

Summary

A highly qualified, results-oriented relationship manager with

extensive experience. Responsibilities have included: commercial

lending, sales and business development, facility management,

retirement planning, investment management, corporate plan

administration, qualified and non-qualified plan design, tax law

compliance, financial reporting and disclosure. Effective leader

with expert technical, problem solving, and communication skills that

create lasting client structures and contribute to corporate growth

and success.

Experience

STILLMAN BANK CORP, N.A., Rockford/Rochelle, Illinois July 2005 -

Jan 2010

Vice President Chief Operating Officer Commercial Business and Wealth

Management

Held responsibility for all branch bank operations. Managed more than

9 million in commercial loans and 65 million in commercial

and retail deposits. Instituted programs for cross selling: merchant

services, investments, on-line banking, home equity lines, mortgages, and

trust. Groomed large depositors for continued deposits and on going

service relationships. Called on up to 40 businesses or referral contacts

monthly.

. Commercial Business: Served as a lender for the executive loan

committee during a period of 4 years. Presented and evaluated

commercial credits in relation to: commercial real/estate, raw land,

agriculture, manufacturing, service and development loans. In my

tenure had no credits presented that were reported on watch lists or

in work-out.

. Branch Management: Effectively managed a staff of 13 employees.

(Eight Tellers, one Teller Supervisor, two Personal Bankers, and two

Customer Service Representatives.

. Asset Management: Sold Personal Trust, Managing Agency, and

Employee Benefit Trust Accounts. Maintained a small portfolio of 5

million .

AMCORE FINANCIAL, Rockford, Illinois 2003 - July 2005

Vice President and Sales Officer, Institutional Assets, Wealth Management,

Retirement Plan Services

Held responsibility for New Business Development and relationship

management. Worked closely with Commercial Lending to cross sell trust

services and develop centers of influence for referral business.

. Trust Sales: In a period of two years sold approximately 55 million

in new business. Managed and maintained a portfolio of 20 trust

relationships.

NATIONAL CITY BANK, Oak Brook, Illinois 1997 - 2003

Vice President and Administrative Sales Officer, Retirement Plan Services

Held responsibility for all aspects of client relationship management.

Managed more than 140 plans with assets ranging from $1,000,000 to more

than $300,000,000. Cross sold bank services and conducted client

communication meetings and administrative reviews. Worked with other bank

officers to provide specialized products and services to clients. Handled

asset allocations, compliance reviews, plan document design, and client

education. Conducted investment presentations and evaluated equities and

assets in pension plans. Consulted with in-house legal and investment

staff to analyze investment funds.

. Plan Management: Managed $780,000,000 in discretionary assets, and

$200,000,000 in custody assets for large to mid-sized 401(k)

corporations. Sold asset management-based products including

investment management accounts. Originated several large Commercial

Loans. Consulted with CEOs and CFOs to provide investment and

retirement account advice and information about new tax laws.

Managed and analyzed the book of business to ensure profitability

for the bank and its clients.

. Plan Administration: Reviewed client plans. Advised clients on plan

investment policies and ensured that all investments complied with

plan documents. Worked closely with security brokers. Reviewed

investment trades to ensure accuracy. Provided troubleshooting

expertise and investment advice to clients. Consulted with clients

on plan creation, and notified clients of legislative changes that

affected their plans.

. Employee Training and Development: Effectively trained and managed

thirteen employees and three supervisors. Provided leadership, and

assigned project work and initiatives to effectively manage more

than 100 employee benefit accounts.

Daniel C. Vinyard, 2

Guided two associate administrators through the first ASPA exam,

helping both pass the exam with scores in the top 90th percentile.

FIRST AMERICAN BANK, Dundee, Illinois

1994 - 1997

Department Manager, Record Keeping

Provided tax, fiduciary, ERISA, and IRS regulation advice to the bank's

trust department and subsidiary bank locations. Administered complex and

confidential matters related to the bank's corporations, other corporate

plans, and executive compensation. Served as the administrator for more

than 20 medium-sized companies. Performed quarterly valuations,

participation testing, discrimination testing, and coverage testing.

Created plan designs for prototypes, and individually designed plans for

clients.

FIRSTAR TRUST COMPANY OF ILLINOIS, Oak Brook, Illinois

1989 - 1994

Employee Benefits Sales and Trust Officer

Performed marketing, portfolio management, compliance, and administrative

duties. Created client proposals. Planned client meetings. Provided high

quality administration and customer service for hundreds of small business

accounts. Effectively managed all employee benefits personnel. Developed

job descriptions, policies, and procedures.

Education

SOUTHERN ILLINOIS UNIVERSITY, Edwardsville, Illinois.

B.S., Management Information Systems and Management

NORTHWESTERN UNIVERSITY, Evanston, Illinois.

* Commercial Lending Certificate, Illinois Bankers Association, 2005.

* National Employee Benefit Trust School, 2003.

* Certified Employee Benefit Trust Specialist, 2001.

* Certificates for Series 6, 63, PA1, and PA2, 1994-1995.

Associations

* HR Round Table, Rochelle, IL

* De Kalb, St. Charles, Elgin, Chamber of Commerce, Board of

Directors, Rochelle Chamber of Commerce

* American Society of Pension Actuaries

* Evangelical Free Financial Board

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