Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, and selling cashier's checks, answering customer questions, and referring to other bank services. Ensured compliance with bank operations and security procedures by participating in all dual-control functions.
Oversaw $5+ billion investment portfolio of complex fixed-income instruments including Collateralized Mortgage Obligations, Mortgage-Backed Securities, Asset-Backed Securities Hybrid ARMs, Corporate Debt, and Money Market Instruments. Established strategic initiatives to enhance liquidity, profitability while complying with asset/liability management objectives. Educated senior management regarding portfolio management and liquidity.
Provided personal, customized, financial counsel and wealth management services for an established full-service investment firm. Managed and retained full-service investment relationships for over 400 clients; provided and administered investment portfolio management, financial planning, wealth management, custodial, trust, and brokerage accounts, and retirement and 401K planning.
Effectively oversee and manage a portfolio of middle-market relationships covering 27 states and 43 RCBO’s. Manage credit exposure limits of up to $10MM. Work with senior management in developing annual business plans and directing the group in the execution of these plans. Closely collaborate with partner groups to ensure that the financial needs of Wells Fargo clients are met. Oversee a variety of areas including underwriting, enterprise valuation, risk management, and talent management. Manage 3 direct reports and a team total of 9 credit professionals.
Led a team of 10 Portfolio Managers and 4 Administrative Staff covering three business lines. These lines included Minneapolis Middle Market Commercial Banking (customers with annual revenues of $20M to $500M); Twin Cities Depository & Payment Solutions (Deposit centric clients utilizing Treasury Management Solutions); and Twin Cities Non-Profit Banking (comprised of the arts, academics, sciences, and other 501c3 organizations.) Managed a total of 120 relationships with $1.5B in commitments.
Generated $1 M deposits in one year. Developed a relationship and sales plan for a diverse customer base. Provided a broad range of services including portfolio management, investment management, and credit and personal banking products.
Developed a relationship and sales plan for a diverse customer base. Provided a broad range of services including portfolio management, investment management, and credit and personal banking products.
Performed financial transactions including receiving checks and cash for deposit to savings and checking accounts, verifying deposit amounts, examining checks for endorsement and negotiability. Ensure compliance with security and regulation procedures for the protection of cash and other assets.