Maria A. Meredith

***** ***** ****** ****

Elgin, Oklahoma 73538

440-***-****

adu1f9@r.postjobfree.com

Objective A challenging and rewarding position that promotes education and offers future advancement that utilizes a background in business administration. Summary of Qualifications

Vast experience in trust administration

Sound knowledge of trust, investment management, and wealth transition In-depth knowledge of trust law, income and estate taxes, investments and insurance Proven track record in dealing with complex trust accounts Ability to attract and retain trust and investment customers Proficient with Word, Excel and PowerPoint

Strong understanding of related legal, tax and financial concepts Strong interpersonal and communication skills

Excellent organizational and analytical skills

Employment

Arvest Bank

Trust Officer, Lawton, OK 2019-2023

Retain and expand customer relationship and solicits new business from client base. Maintain assigned Relationships in a current and appropriate condition. Call on potential and existing customers to develop new business by promoting bank services and products. Resolve account problems with areas of the bank to ensure quality service is provided to customers. Work closely with Regional Investment Officer to develop and maintain the investment strategies according to customer’s goals/expectations while providing appropriate investment information and assistance to customer to maintain a close relationship. Review accounts for compliance with internal policies and procedures, federal regulations, local laws and legal documents, with supervisor’s assistance, Coordinate activities with the Trust Division’s Tax Services, Investments, and Operations department to resolve related issues. Maintain all customer appointments, calls and contacts in the advisor system. Understand and comply with bank policy, laws, or regulations and the bank’s BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report and any known violations of compliance policy, laws, or regulations and report any suspicious customer and /or account activity. Key Private Bank

Trust Officer, Cleveland, OH 2001-Present

Manage Personal Trust accounts in accordance with provisions of the governing instrument, federal and state statutes, trust policies and procedures. Review and resolve legal issues pertaining to Trust accounts as well as manage the compliance process related to all OCC regulations. Responsible for retaining assets, growing assets and building relationships as well as performing fiduciary activities for personal trust accounts. Experienced in cross selling and referring additional product services to trust clients by effectively communicating with other lines of business within the bank to accomplish this goal.

National City Bank

Senior Fiduciary Administrative Assistant, Cleveland, OH 1998-2001 Responsibility ranges from supporting fiduciary administrative officers in servicing trust accounts to working independently in an extensive customer contact environment using problem-solving skills to service clients. Prepare documents necessary for opening and closing accounts. Transfer assets and cash in a secure and timely manner, while consulting with management when necessary. Responds expeditiously to routine and complex account inquiries from clients, accountants, investment managers; as well as attorneys. Prepare documents and forms for ongoing operations of the accounts, including deposits, withdrawals, bill payment and account maintenance. Monitors account balances, investigates and resolves overdrafts. Prepares items for presentation to Trust Committee and Fee Deviation Committee as directed by management. Education

Bachelor’s degree in Business, Business, 2007

Tiffin University, Tiffin, OH

Fiduciary Administration Certification training, 2005-2007 Cannon Financial Institute, Athens, GA

Community involvement

Leadership Lawton Ft Sill-Class 30

Lawton Business Woman member

Lawton Ft Sill Chamber of Commerce member 2019-2023 Executive member of the Mayor’s commission on the status of Women Friends of the Great Plains Museum board member

Vice President/Community Service Leader Oklahoma Youth Federation References Available Upon Request

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