Joe Hughes VP Trust Officer
Saint Paul,MN
Summary
A professional trustee offering a depth of experience, technology and resources to handle trusts effectively. Working as a teem with a tradition of providing personal trust services both directly to beneficiaries and in partnership with financial advisors and other trustees. All while recognizing the importance of clients established financial relationships to protect the assets in trust. From administration to compliance, my team manages all the intricate details to give clients peace of mind for the life of their trust. Versatile leader with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within industry where talents and skills will be valuable.
Overview
6
6
years of professional experience
Work History
Driver Manager
Walmart Transportation, LLC
Menomonie, WI
01.2021 - Current
- Coordinated with drivers to organize timely pickup and delivery.
- Addressed driver communications and provided required data to drivers
VP Trust Officer
Reliance Trust, FIS Global
Atlanta, GA
04.2017 - 12.2019
- Used coordination and planning skills to achieve results according to schedule.
- Resolved problems, improved operations increasing sales by 22%.
- Served customers and followed outlined steps of service in boosting customer satisfaction by 36% .
Senior New Business Executive
Decision Solutions, FIS Global
Woodbury, MN
06.2014 - 04.2017
- Developed in-depth knowledge of each client's business through research and utilizing both online and in-person/on-site meetings.
- Cultivated long-term relationships through focused effort on customer's unique needs and finding best solutions.
- Developed strategy to combat increased competitive presence within territory.
New Business Consultant
GGLP, Inc
10.2014 - 06.2014
- Managed more than 175 client business projects per year.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives increasing efficiency by 30%.
Education
BS - Business & Accounting
Indiana University Bloomington
Bloomington, INJ.D. -
Hamline University
Saint Paul, MNSkills
- Risk Assessment-Organizes and reviews fiduciary tax preparation process for Trust clients
- Data Analysis-Uses multi data points to drive unit
- Goal Setting-Sets budget and manages profitability of trust and retirement plan services Responsible for service delivery to client base by ensuring compliance with defined standards of service
- Financial Resources Management-Responsible for oversight of ongoing regulatory compliance
- Strategy Development-Responsible for management and administration of business continuity plans and programs
- Team Building Leadership-Coordinates staff utilization, makes recommendations for team hiring, promotions, goal setting and work plans
Timeline
Driver Manager
Walmart Transportation, LLC
01.2021 - Current
VP Trust Officer
Reliance Trust, FIS Global
04.2017 - 12.2019
New Business Consultant
GGLP, Inc
10.2014 - 06.2014
Senior New Business Executive
Decision Solutions, FIS Global
06.2014 - 04.2017
BS - Business & Accounting
Indiana University Bloomington
J.D. -
Hamline University