Kim Hernandez
Middletown,PA
Summary
Seasoned professional with over two decades at M&T Bank/Wilmington Trust, excelling in roles from Administrative Assistant to Distribution Agent in the Wealth Dept. Demonstrated expertise in organizational skills and attention to detail, training new agents, and enhancing client relationships.
Overview
24
24
years of professional experience
Work History
Trust Distribution, Wealth Dept.
M&T Bank/Wilmington Trust
02.2018 - 07.2024
- Worked closely with Account Managers to distribute funds & assets to beneficiaries of closing Trusts and Investment Management accounts.
- Trained new distribution agents on procedures, systems and processes.
- Attended team meetings regularly to discuss challenges faced by department.
Administrative Assistant
M&T Bank/Wilmington Trust
08.2000 - 02.2017
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Processed distributions requested by Clients following processes set in place to protect the Client and the bank.
Education
High School Diploma -
Manheim Central
ManheimSkills
Positive Attitude
Organizational Skills
Documenting information
Teamwork and Collaboration
Reliability
Attention to Detail
Timeline
Trust Distribution, Wealth Dept.
M&T Bank/Wilmington Trust
02.2018 - 07.2024
Administrative Assistant
M&T Bank/Wilmington Trust
08.2000 - 02.2017
High School Diploma -
Manheim Central
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