Hannah Martin
Fort Collins,CO
Summary
As a dependable and organized professional with a passion for collaborating with risk teams and departments I am committed to enhancing facilitation and administrative activities to support both internal and external audits and other risk related activity. Additionally, a strong background in financial management and leadership, I have developed a range of core competencies that enable me to lead teams effectively and communicate with ease. My expertise in risk and compliance ensures that I am well-equipped to tackle challenges head-on and deliver exceptional results. My skills and experience make me an asset to any organization seeking a dedicated and results-driven team player.
Overview
6
6
years of professional experience
Work History
Risk Coordinator
First Western Trust Financial
08.2022 - 05.2023
- Implemented risk management policies and procedures, limits and strategies that complied with standards and strategic imperatives of organization
- Lead Risk & Compliance team in tracking receipt of project materials/outstanding items
- Plan and organize weekly status meetings, distribute audit request lists, gather request list items and provide audit uploads to appropriate external auditor sites, create proper audit material retention for various future audits
- Schedule and perform all on-site branch audits and track completion of exit meetings and findings for remediation
- Prepare and distribute emergency/non-emergency mass company communications
Private Banker
First Western Trust Financial
03.2021 - 08.2022
- Maintain knowledge of and comply with all applicable laws and regulations, policies, and procedures
- Monitor and review high net worth accounts daily
- Interacting with team members from various departments; specifically, deposit operations, loan operations, compliance, and security
- Solve complex service issues with minimal direction and guidance
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
Service Manager
Wells Fargo Bank, N.A.
10.2019 - 03.2021
- Communicate with employees regarding benefits and HR related inquiries
- Solid troubleshooting skills that require thoughtful solutions
- Schedule monthly staffing based on workplace needs
- Monitored service staff performance and provided feedback for improvement
- Hired, trained and supervised team of service staff members to meet business goals
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions
Personal Banker
Wells Fargo Bank, N.A.
11.2016 - 10.2019
- Strong knowledge regarding federal policies and procedures
- Building trusting relationships with clients
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database
- Coaching and training new team members
- Risk Management/Loss prevention
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
- Volunteer in Northern Colorado School District
Education
High School Diploma -
Dr. Justin Wakeland High School
A.G.S - In Progress
Front Range Community College
Skills
- Excellent Communication Skills
- Microsoft Office Suite
- Pivot Tables
- CRM
- Organizational Skills
- Audit Rating
- Internal/External Audits
- Risk Mitigation
- Customer Experience
- Notary Public (ex 2025)
Accomplishments
- Colorado Life Insurance License
- National Women's Team Member Network Committee
- Excellence Award for Integrity and Accountability
Languages
English
Native or Bilingual
Timeline
Risk Coordinator
First Western Trust Financial
08.2022 - 05.2023
Private Banker
First Western Trust Financial
03.2021 - 08.2022
Service Manager
Wells Fargo Bank, N.A.
10.2019 - 03.2021
Personal Banker
Wells Fargo Bank, N.A.
11.2016 - 10.2019
High School Diploma -
Dr. Justin Wakeland High School
A.G.S - In Progress
Front Range Community College
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