Hi, I’m
Veronica Parker
Falling Waters
Summary
Dynamic Senior Trust Officer with extensive experience, excelling in trust account management and client relationship building. Proven ability to enhance service delivery and streamline operations, leveraging strong decision-making and excellent communication skills. Successfully managed asset distributions, ensuring compliance and client satisfaction while implementing effective solutions.
Overview
13
years of professional experience
1
year of post-secondary education
Work History
The Family Heritage Trust CompanyHagerstown
Senior Trust Officer
04.2022 - 06.2025
Job overview
- Coordinated with operations to ensure accurate account setup and maintenance.
- Assisted clients in managing trust accounts and financial assets.
- Supported compliance with legal and regulatory requirements for trust management.
- Maintained detailed records of client interactions and transactions in systems.
- Communicated regularly with beneficiaries to address inquiries and provide updates.
- Reviewed trust documents for accuracy and completeness before processing requests.
- Collaborated with team members to streamline administrative processes in operations.
- Educated clients on trust services, policies, and procedures during initial meetings.
- Managed client relationships by providing exceptional customer service.
- Verified and updated account information to keep details current.
- Participated in meetings with clients, trustees, attorneys, advisors when needed.
- Implemented changes in investments based upon changing market conditions or client requests.
- Prepared detailed summaries of transactions for review by clients and their advisors.
- Facilitated transfer of funds between various accounts as required by clients.
- Monitored investment performance to ensure adherence to client goals.
- Responded promptly to client inquiries regarding trust accounts or services provided.
- Reviewed trust accounts for accuracy and completeness.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Coordinated preparation of external audit materials and external financial reporting.
- Supervised daily operations to ensure team productivity and efficiency.
- Resolved customer inquiries and complaints promptly to maintain satisfaction levels.
- Provided guidance and direction to subordinates regarding job duties and responsibilities.
- Complied with company policies, objectives and communication goals.
- Conducted weekly meetings with team members to discuss upcoming tasks and project deadlines.
- Implemented new operational procedures, increasing efficiency.
- Acted as a liaison between upper management and staff, facilitating open communication.
Chevy Chase TrustBethesda
Assistant Vice President / Senior Trust Officer
07.2017 - 04.2022
Job overview
- Coordinated cross-functional teams to enhance client service delivery.
- Analyzed market trends to advise on financial opportunities and risks.
- Developed and maintained relationships with key stakeholders and clients.
- Evaluated existing processes for effectiveness and recommended improvements when necessary.
- Ensured compliance with established policies, procedures and regulations.
- Worked closely with other executive team members on strategic planning initiatives.
- Executed swift and timely resolution and follow-up.
- Coordinated asset management and distribution for client trust portfolios.
- Reviewed legal documents to ensure accuracy and adherence to regulations.
- Performed detailed reviews of financial statements.
- Communicated effectively with trustees, beneficiaries, attorneys, CPAs, and other professionals regarding trust matters.
- Collaborated with internal teams to develop comprehensive solutions for clients' wealth management needs.
- Managed trust distributions in accordance with terms of the agreement.
- Organized and maintained trust documents and records.
Chevy Chase TrustBethesda
Trust Officer
10.2012 - 07.2017
Job overview
- Facilitated trust account management and client relationship building for financial services.
- Collaborated with financial advisors to develop customized solutions for clients' needs.
- Managed client relationships by providing exceptional customer service.
- Verified and updated account information to keep details current.
- Ensured that all necessary documentation is completed accurately prior to executing any transactions.
- Maintained accurate records of all transactions involving trusts and estate accounts.
- Facilitated transfer of funds between various accounts as required by clients.
- Processed customer account openings and verified identification documents.
- Communicated with clients to resolve account-related inquiries and issues promptly.
- Processed new account openings, including checking for compliance with Anti-Money Laundering rules.
- Resolved customer queries related to account opening in a timely manner.
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals.
Education
Blue Ridge Community & Technical CollegeMartinsburg, WV
Associate of Applied Science from Criminal Justice
08.2024 - 05.2025
University Overview
- GPA 3.08
- Dean’s List
- Volunteer at Eastern Panhandle Empowerment Center
Stubblefield Institute Shepherdstown, WV
Community Leadership & Community Advocacy from Leadership & Advocacy
09.2024 - 04.2025
Skills
- Trust account management
- Client relationship management
- Asset distribution
- Investment monitoring
- Document review
- Problem solving
- Leadership qualities
- Strong decision-making
- Excellent communication
- Proficient in Microsoft 365
Affiliations
- Cooking meals for family and friends
- Traveling
- Volunteering
References
References available upon request.
Timeline
Stubblefield Institute
Community Leadership & Community Advocacy from Leadership & Advocacy
09.2024 - 04.2025
Blue Ridge Community & Technical College
Associate of Applied Science from Criminal Justice
08.2024 - 05.2025
Senior Trust Officer
The Family Heritage Trust Company
04.2022 - 06.2025
Assistant Vice President / Senior Trust Officer
Chevy Chase Trust
07.2017 - 04.2022
Trust Officer
Chevy Chase Trust
10.2012 - 07.2017
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