Operations & Private Banking Specialist
Resume:
Lori LoMeo
Matawan, NJ *****
**********@*****.***
SUMMARY OF SKILLS
Skilled financial and administrative professional with a strong diversified Retail and Private Banking background, proven track record, and success in managing multiple projects. Well versed in all facets of Retail and Private Banking Operations, Administration, and Management. EXPERIENCE
Bank United
AVP, Commercial Private Banking Operations Manager September 2018 – June 2019
Responsible for the operational, internal control, security, and other high-risk functions within Private Banking. Provides training, coaching, and guidance to department personnel on operational, internal controls and security policies and procedures. Analyzes and assists with developing operating procedures and/or systems. Acts as the Operations / BSA / Compliance resource for the Private Bankers for both potential / new business as well as existing problems as they arise, working with the appropriate service partners throughout the bank with the goal of being able to offer processing options.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Spot checks documentaCon on newly opened accounts to ensure all required documentaCon is completed. Documents and maintains results on a Standard Branch Visit CommunicaCon document. Coordinates correcCon of input data that is incorrect. Documents recurring inaZenCon to detail by communicaCng same, in wriCng, to department leadership.
• Researches and responds to any customer problems that require interaction with centralized Operations functions.
• Partners with department Management to implement policies, procedures and system changes. Collaborates with department Management to develop/enhance operational knowledge. Trains all employees on new procedures and provides continuous coaching and training.
• Partners with department leadership to ensure areas is in compliance with company guidelines and regulatory procedures. Prepare reports, as required. PERSONAL AND EXECUTIVE ASSISTANT TO SENIOR PRIVATE BANKER
• Professional and personal assistant with extensive customer service and office administration expertise. Highly organized, hardworking and self-motivated; Strong ability to work independently and in a team- oriented environment corporate setting.
Israel Discount Bank of New York
AVP, Branch Operations Relationship Manager
May 2010 – September 2018
• Managed all customer service, administrative, and operational aspects of the Private Banking Office.
• Prepared daily and monthly reconciliations, security, and compliance reports accurately and on time.
• Assisted in managing relationships with high net worth individuals and business owners by supporting deposits, lending, and investment products.
• Provided day-to-day Private Banking services and sought to expand client relationships to increase depository, lending, and investment portfolios.
• Focused on operations, control, and administration of the Private Banking office, delivering superior service and developing new client solutions.
• Researched, followed up, and resolved client inquiries and problems through regular client interaction.
• Identified cross-sell opportunities and redirected them to the Senior Private Banker.
• Opened new accounts following bank procedures and adhering to compliance guidelines.
• Worked on special projects as needed.
• Thrived in a fast-paced environment, meeting stringent deadlines. SOVEREIGN BANK
AVP, Branch Manager
June 1981 — May 2010
• Directs the development, implementation and use of productive sales strategies and techniques, generating additional bank business through any mean or channel provided by the bank.
• Bank focused on increasing bank products and services, sales, number of clients, its’ business relations with the bank and competently following policy and procedures
• Takes responsibility for delivering excellent customer services while meeting and exceeding the customers’ expectations.
• Responsible for managing a team of 15 employees and ensuring that they and the retail branch meet or exceed their goals.
• Manages branch expenses and implements strategies to reduce overhead.
• Participated in branch functions and community activities to promote the bank’s image and growth ensuring the bank maintains a strong local presence.
REFERENCES FURNISHED UPON REQUEST
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