Amy Thompson
Argent Institutional Trust Company
Florence,KY
1
Certification
10
years of professional experience
Experienced relationship manager with deep strengths in trust administration, fiduciary compliance, client onboarding, and CRM management. Trusted to support complex account servicing, maintain accurate records, and deliver compliant, customized solutions.
Work History
Relationship Manager
1 Year 1 Month- Managed institutional trust client relationships at Argent Institutional Trust Company.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Coordinated trust account onboarding and documentation for new client relationships.
- Collaborated with custodial and administrative teams on account servicing needs.
- Reviewed account details for accuracy, completeness, and compliance requirements.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Maintained accurate records of all client interactions within the company's CRM system.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Developed strategies to attract new customers while retaining existing ones.
- Implemented strategies aimed at improving overall customer satisfaction levels.
- Collaborated with internal teams to create customized financial solutions for clients.
- Participated in networking events and industry conferences to attract new clients.
- Led training sessions for junior relationship managers on client service best practices.
- Discussed ideas and strategies to improve operational efficiency, adding value, and aiding business performance for continuous improvement.
- Applied strict company and regulatory standards when producing contracts and documentation.
Relationship Manager
9 Years- Collaborated with Project Finance at Huntington Bank to develop Renewable Energy book of business, supporting sustainable financing initiatives.
- Collaborated with Municipal Lending at Huntington Bank to create Escrow book of business, enhancing client service offerings.
- Managed a steady book of Trusteeships while administering Pooled Finance structure, ensuring compliance and effective fund management.
Education
High School Diploma
Skills
Client relationship management
Client onboarding process
Regulatory compliance
CRM administration
Transaction processing
Certification
- Kow your customer
- Anti Money Laundering
Timeline
Relationship Manager
Argent Institutional Trust Company
09.2025 - 10.2026Read More
Relationship Manager
Huntington National Bank
09.2016 - 09.2025Read More
Oak Hills High School
High School Diploma
Read More