Amy Hite
Trust And Wealth Management Administer
Gassville,AR
Summary
Hello,
My name is Amy Hite. I live in Gassville, AR.
I have been in the Financial Industry for 7 years. I love getting to know my customers and help them continue their legacy through Estate Planning. Administrative professional skilled in optimizing office workflows and managing diverse administrative tasks. Proven ability to support higher management through effective scheduling and coordination. Strong focus on team collaboration and adaptability to changing organizational needs, ensuring seamless operations and goal achievement.
Overview
14
14
years of professional experience
Work History
Trust and Wealth Management Administrator
First Community Bank
04.2024 - Current
- Assists Trust & Wealth Management Officer - Assists in setting up, maintaining and closing accounts.
- Assists with the tax reporting and provides information to accountants for preparation of required tax returns.
- Customer Service - Greets and assists customers who walk or call in, as well as work with professional associates (e.g. accounts, appraisers, abstractors, realtors, insurance agents, investment brokers) on a daily basis.
- Personal Property – Handles asset inventory including securing, appraising, storing, distributing and shipping personal and household items.
- Prepares for First, Final and Annual Court Accountings - occurs at irregular intervals necessary for Probate and Guardianships.
- Preparation and Mailing of Distribution Documentation - occurs at irregular intervals, when an account is open, closing or when a partial distribution is required.
- Reviews and codes bills for trust and wealth management customers, mails and files all bills.
- Trust Administration Committee and Trust Committee prepares reports for both committee meetings.
- Maintains Trust & Wealth Management Vault files and spreadsheet. Receives the mail daily and deposits checks as required. Perform any other related duties as required or assigned.
- To perform this job successfully, an individual must be requirements listed below are representative of the knowledge, skill, and/or ability required.
- Broad knowledge of such fields as accounting, marketing, business administration, finance
- Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; Ability to write routine reports and correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
- Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.
- Under general direction, working from policies and general directives. Rarely refers specific cases to supervisor unless clarification or interpretation of the organization's policy is required.
- Considerable responsibility with regard to general assignments in planning time, method, manner, and/or sequence of performance of own work; may also occasionally assist in the planning of work assignments performed by others within a limited area of operation.
- Performs work operations which permit frequent opportunity for decision-making of minor importance and also frequent opportunity for decision-making of major importance; the latter of which would affect the work operations of other employees and/or clientele to a moderate degree.
- Close mental demand. Operations requiring close and continuous attention for control of operations. Operations requiring intermittent direct thinking to determine or select the most applicable way of handling situations regarding the organization's administration and operations; also to determine or select material and equipment where highly variable sequences are involved.
- Moderately structured. Fairly broad activities using moderately structured procedures with only generally guided supervision. Interpolation of learned things in somewhat varied situations.
- Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision management.
- Strong verbal and interpersonal skills; ability to handle confidential information discreetly; strong attention to detail needed
Personal Banker
First Community Bank
07.2023 - 04.2024
- I help customers with deposits, researching history on accounts. I use excel, and Microsoft office. I help train new employees, I help customers with mobile and online banking, answering phones. Opening personal and business accounts.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Explained account terms and conditions to customers.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
Teller II and Retail/Personal Banker
Farmers and Merchants Bank
06.2019 - 06.2023
- I have been a teller II and Retail/Personal Banker for 3 ½ years. I help customers with deposits, researching history on accounts. I use excel, and Microsoft office. I help train new employees, I help customers with mobile and online banking, answering phones. Opening personal and business accounts.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
Chiropractors Assistant, Front Desk Receptionist
Long Chiropractic Clinic
09.2015 - 06.2019
- I work as a Chiropractors Assistant, Front desk Receptionist. Which consist of taking patients to rooms to assess them for the doctor. I process new consults, new patients, auto accidents, and x-rays orders in the system. I also perform laser therapy on patients.
- Completed all tasks in compliance with company policies and procedures.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
- Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
CNA
Baxter regional Medical Center
Mountain Home, AR
02.2012 - 01.2013
- I worked on a Med-Surgery Floor. I cared for all types of surgery Patients. I took vitals, bathed them, and helped them when walking. I helped the patients through their emotional needs, when they were scared, hurting, and wanted someone to talk too. I also helped when they needed a secretary to make files and make charts. I helped keep patient’s charts updated. I helped with scheduling when needed. I answered phones and questions for doctors, nurses and patients.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Passionate about learning and committed to continual improvement.
- Supported needs of residents under long-term care and short - term care
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Prevented bedsores by regularly repositioning patients and implementing proper wound care techniques.
- Enhanced patient satisfaction by providing compassionate and attentive care.
- Delivered individualized patient care by recording vital signs, documenting observations, administering treatments, and evaluating patient needs.
- Ensured prompt response to call lights, addressing patient needs in a timely manner.
- Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
In-Home Health Aid
Home-Bound Medical Care
Mountain Home, AR
11.2011 - 02.2012
- I worked as an in-Home Health Aid. I took care of elderly people. Cleaned their homes, cooked, took them to appointments and was a companion. I was required to keep a file on the patients of their activities and behavior.
- Assisted patients with daily living activities, promoting independence and dignity.
- Provided mobility assistance such as walking and regular exercising.
- Facilitated communication between patients, families, and healthcare providers, advocating for patient needs and preferences.
- Continuously updated knowledge of relevant healthcare procedures through ongoing professional development opportunities.
- Utilized time management skills effectively to prioritize tasks while maintaining high-quality standards of patient care.
- Prepared nutritious meals for patients based on dietary restrictions and preferences, contributing to overall health improvement.
- Enhanced patient well-being with individualized personal care plans tailored to specific needs.
- Established trust-based relationships with patients and their families through empathetic listening skills.
- Improved patient comfort by providing compassionate and attentive care in their homes.
- Maintained records of patient care, condition, progress, or problems to report and discussed observations with supervisor or case manager.
Education
High School Diploma - Phlebotomy
Arkansas State University
Mountain Home, Arkansas05.2015
Certified Nursing Assistant - Nursing
Arkansas State University
Mountain Home, Arkansas01.2010
High School Diploma -
Cotter High School
Cotter, AR01.2009
Skills
Microsoft word and excel
Customer service
Banking
Customer satisfaction
Relationship building and management
Banking policies and procedures
Positive attitude
Account maintenance
Attention to detail
Financial planning
Fraud prevention
Wealth management
Financial statements preparation
Client relationship management
Financial services
Business development
Account management
Accounting and finance
Professional appearance
Verbal and written communication
Problem-solving
Self motivation
Teamwork and collaboration
Time management
Multitasking
Goal setting
Accomplishments
Completed Level 1 Trust and Wealth School through the ABA
Completed Level 2 Trust and Wealth School through the ABA
Completed Level 3 Trust and Wealth School through Cannon Financial School
Timeline
Trust and Wealth Management Administrator
First Community Bank
04.2024 - Current
Personal Banker
First Community Bank
07.2023 - 04.2024
Teller II and Retail/Personal Banker
Farmers and Merchants Bank
06.2019 - 06.2023
Chiropractors Assistant, Front Desk Receptionist
Long Chiropractic Clinic
09.2015 - 06.2019
CNA
Baxter regional Medical Center
02.2012 - 01.2013
In-Home Health Aid
Home-Bound Medical Care
11.2011 - 02.2012
High School Diploma - Phlebotomy
Arkansas State University
Certified Nursing Assistant - Nursing
Arkansas State University
High School Diploma -
Cotter High School