EXPERIENCE INCLUDES

• Director of Operations for a $1 Billion bank. Areas of responsibility included all branch operations functions and staff, team development, deposit products, account analysis, workflow analysis, system conversions and updates, Treasury Management product implementation and support, item processing and reconciliation, ACH, wire transfer operations, cash vault products and services, ATM processing, and safe deposit
• Served as Chairwoman of the Bank’s Policies & Procedures Committee with direct responsibility to track the Bank’s master policy calendar and ensure all company policy & procedure updates were timely and consistent
• Successfully coordinating the optimization of the client experience by converting new account opening process to digital processes, dramatically improving the client on-boarding and account funding times
• Coaching teams to digitize processes, including internal certifications and reviews, streamlining workflows, and facilitating work-from-home protocols
• Vendor liaison for Operations related products and systems
• Bank Security Officer with law enforcement level training in bank security as well as active shooter training. Active member of financial crimes networking groups
• Internal control audit experience
• Participating member of ALCO; President’s Leadership Council; Enterprise Risk and Management, IT steering and BSA committees

CONSULTANT OVERVIEW