Patricia R.
Trust Administrative Officer @ Bank of America Private Bank
About
An administrative specialist providing administrative support, accounting, excellent customer service skills, and advanced computer skills. A dependable, continuous learner that is competent in research and analysis producing accurate and timely results.
United States
Raleigh-Durham-Chapel Hill Area
Financial Services
Banking, Retail Banking, Customer Service, Relationship Management, Commercial Lending, Lines Of Credit, Risk Management, Small Business Lending, Call Centers, Microsoft Office, Finance, Executive Calendar Management, Organization Skills, Travel Management, Executive Support, Travel Arrangements, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, English
Experience
Trust Administrative Officer
Bank of America Private Bank
Provide support for team members and clients. Support Trust Officer to help provide excellent customer service to trust clients. Research and review legal documents. Analyze and resolve client issues regarding account transactions and request for funds transfers.
Executive Assistant
Fifth Third Bank
Raleigh-Durham, North Carolina Area
Wide range of support to the Director of Commercial Banking. Calendar management - Travel arrangements - Expense reporting - Logistics and office planning for new employees and executives - Facilities management for regional office - Customer service - Organize and execute diverse and complex business projects - Event coordination and execution using collateral resources - Maintain highly secure and confidential information See less
Administrative Assistant
SunTrust
Raleigh-Durham, North Carolina Area
Supported a team of Investment Strategists, Client Advisors and Trust Advisors managing 200+ portfolio assets exceeding $570mm.
Trust Client Support Specialist
First Citizens Bank
Raleigh-Durham, North Carolina Area
Provided customer service and administrative support to department supervisor, co-workers, and external clients.
Education
Tiffin University
Business Administration and Management, General
Patricia R.'s Contact Information
Phone
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