Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Tammaka Tam Jacob

Katy

Summary

Financial services leader with over 10 years of expertise in trust and asset management. Proven track record in relationship management, portfolio oversight, and regulatory compliance. Recently obtained Accredited Trust & Fiduciary Advisor (ATFA) certification, enhancing fiduciary and advisory capabilities. Transitioning into account management with a focus on payment solutions and client retention.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Vice President - Trust Officer

Cadence Bank
Houston
03.2017 - Current
  • - Administer trust accounts, ensuring compliance with fiduciary and regulatory requirements.
  • - Manage trust distributions, conduct account reviews, and oversee tax reporting processes.
  • - Develop and maintain relationships with high-net-worth clients, providing tailored estate planning and advisory services.
  • - Mentor junior staff and actively support team-wide initiatives to enhance service quality and operational efficiency.

Operations

Whitney Bank
New Orleans
03.2015 - 02.2017
  • - Oversaw daily trust operations, including account reconciliation, fee processing, and transaction oversight.
  • - Opened and closed trust accounts, ensuring compliance with fiduciary standards and internal controls.
  • - Executed and monitored ACH transfers, wire transactions, and direct deposits with accuracy and timeliness.
  • - Conducted cost basis analysis and maintained accurate financial records for reporting and audit purposes.

Administrative Assistant

Cadence Bank
Houston
03.2007 - 12.2014
  • - Managed daily office operations and supported team-wide initiatives to ensure smooth workflow and communication.
  • - Assisted with onboarding new trust clients and scheduling account review meetings.
  • - Supported executive leadership and trust officers with calendar management, reporting, and preparation of presentations.

Education

Associate of Science -

Remington College
Lafayette, LA
01.2003

Skills

  • Client relationship management
  • Account strategy and growth
  • Trust services
  • Regulatory compliance
  • Payment processing expertise
  • Portfolio management
  • Cross-functional collaboration
  • Communication and negotiation skills
  • CRM proficiency (eg, Salesforce)
  • ATFA compliance practices

Certification

  • Accredited Trust & Fiduciary Advisor (ATFA)
  • Campbell University - Buies Creek, NC
  • 2025

References

References available upon request.

Timeline

Vice President - Trust Officer

Cadence Bank
03.2017 - Current

Operations

Whitney Bank
03.2015 - 02.2017

Administrative Assistant

Cadence Bank
03.2007 - 12.2014

Associate of Science -

Remington College

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