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Customer Service Human Resources

Location:
San Francisco, CA
Posted:
April 21, 2016

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Resume:

Rhonda S. Thomas, Esq.

*** **** ****** **, ***. *106 • Atlanta, GA 30309 • 901-***-**** • acuf6h@r.postjobfree.com

EDUCATION

Atlanta’s John Marshall Law School Atlanta, GA

J.D. - Cum Laude - GPA 3.4/4.0 December 2012

Honors: Class rank 2/40 (PT Evening); Best Oral Advocate (Georgia Intra-state Moot Court Competition); Licensed GA Attorney.

The University of Memphis Memphis, TN

M.S. – Leadership – GPA 3.8/4.0 December 2005

The University of Memphis Memphis, TN

B.A. - Journalism –GPA 3.4/4.0 May 2002

Honors: Cum Laude

LEGAL EXPERIENCE

Employees’ Retirement System of GA Atlanta, GA

Senior Pension Manager March 2013- Present

Provide direction, leadership and management to the entire Member Services division. Ensure retirement account data, records and related policies, systems and processes are administered in compliance with all state and federal laws, and the rules and program regulations of the Official Code of Georgia Annotated (O.C.G.A.). Oversee the collection, reconciliation, and disbursement of contributions for 130,000 members, 63,000 retirees and beneficiaries of multiple state pension plans, including Defined Benefit and Defined Contribution plans with assets under management of $13.5 billion with an average benefit payment of $6,000.00 across all plans. Oversee the administration of a statewide life insurance plan for 43,000 insured employees and 40,000 insured retirees with assets for $1.1 billion with an average monthly beneficiary payment of $31,000.00. Review, research, write and amend policies and procedures to ensure compliance with federal and state laws governing the plan.

Work with Human Resources to recruit and retain top talent in the Agency. Handle personnel issues including promotion recommendations, disciplinary actions, recommendations for termination, and performance improvement plans. Complete training in Human Resources regulations including ERISA, FMLA, HIPPA, ADA, Worker’s Compensation and EEOC.

Review, amend and write policies and procedures to ensure compliance with the state and federal laws governing the pension plan. Write memorandums advising Executive Leadership on statutory interpretation issues deriving from legislation. Review member and attorney correspondence and/or complaints and draft responses based on plan requirements and/or internal policies and procedures. Responsible for identifying, designing and developing all aspects of process improvements.

PREVIOUS FINANCIAL SERVICES EXPERIENCE

Bank of America Atlanta, GA

AVP, Small Business Banker Sept. 2011-March 2013

Actively deepened existing customer relationships through routine calling activities and developed new Small Business Banking relationship opportunities through business development activities. Recorded all client transactions in the CRM management tool, Sales Force. Responsible for selling Small Business Products and services such as business deposit products, treasury management, credit cards, payment solutions, and commercial lending products.

Prepared commercial loan packages by analyzing financial documents from clients and performing property inspections. Mitigated Bank’s risk by following compliance and risk policies and procedures. Completed extensive training in federal and state regulations including AML, BSA, KYC, Patriot Act, OFAC, RESPA and other deposit and lending regulations. Completed compliance examinations to ensure that the Bank’s policies and procedures were appropriately administered.

Regions Bank Lithia Springs, GA

AVP, Branch Manager April 2009-Sept. 2011

Memphis, TN

Nov. 2003-Feb. 2007

Responsible for the leadership and administration of a full service branch office, including operations, lending, compliance, product sales, customer service, and security and safety in accordance with the Bank’s objectives. Trained employees on Bank legal regulations and ensured strict compliance. Completed extensive training in federal and state regulations including AML, BSA, Patriot Act, KYC, RESPA, OFAC and other deposit and lending regulations. Completed Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs). Completed compliance examinations to ensure that the Bank’s policies and procedures were appropriately administered.

Worked with Human Resources to ensure that top talent was recruited and retained with the Bank. Handled all personnel issues for the branch including promotion recommendations, disciplinary actions, recommendations for termination, and performance improvement plans. Completed extensive training in Human Resources regulations including FMLA, Worker’s Compensation and EEOC.

Developed new deposit, investment, and loan business; provided a superior level of customer relations and promoted the sales and service culture through coaching, guidance and staff motivation. Licensed TN life insurance producer. FINRA licenses- Series 6 and 63. Advised clients on investment products including annuities and mutual funds. Achieved individual and branch sales goals through new business sales, referrals, and retention of account relationships. Participated in community affairs to increase the Bank’s visibility and to enhance new and existing business opportunities.

Bank of America Memphis, TN

VP, Premier Banker Feb. 2007- April 2009

Managed a portfolio of Mass Affluent Clients by providing investments, deposits, and credit solutions. Delivered excellent customer service and established center of influence relationships, as well as customer referrals, for growth and retention goals. Exceeded quarterly and annual sales goals. Provided investment solutions to clients.

Prepared mortgage loan packages by analyzing financial documents from clients and ordering appraisals. FINRA licenses- Series 6 and 63. Completed regulatory compliance training for investment, banking, and lending regulations including KYC, AML, BSA, RESPA, and OFAC. Completed regular compliance examinations to ensure that all policies and procedures were appropriately administered.

PROFESSIONAL MEMBERSHIPS

State Bar of Georgia, Admitted July 2013

Georgia Association of Women Lawyers



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