Brianne Peterson

Managed daily operations of core banking systems, collaborating closely with IT teams, vendors, and departments to support system escalations, updates, and bank-wide initiatives. Supported the full lifecycle of banking applications, including requirements gathering, solution design, installation, configuration, testing, troubleshooting, and maintenance for complex banking software environments. Co

Conducted thorough reviews of incoming documents for various new accounts, ensuring validity and completeness while working diligently within Service Level Agreements (SLAs). Utilized Salesforce, APEX, OnBase, and TKAdmin operating systems to manage accounts, communicate with clients, and review activity. Ensured accurate record keeping to maintain firm compliance and served as a subject matter ex

Obtained Series 7 & 63 licenses, enabling the facilitation of direct trades involving mutual funds, ETFs, and stocks. Provided exceptional client account services, meticulously reviewing incoming paperwork for accuracy and completeness, and efficiently scanned documents to appropriate departments. Proficiently conducted signature guarantees, redeemed stock certificates, and maintained client accou

Demonstrated a keen ability to research and effectively resolve customer and system issues, strictly adhering to SLA guidelines. Finalized and accurately sent wires, while organizing team meetings and delivering presentations for training purposes. Thoroughly reviewed bank documents to ensure compliance with regulatory requirements and provided approvals for exception processing.

Consistently delivered excellent service by addressing everyday banking needs and effectively promoting self-service options. Handled escalation calls with professionalism and skillfully identified viable solutions to complex banking issues. Utilized various systems, including Synergy and Salesforce, and regularly applied BSA/KYC procedures and policies to ensure compliance.

Delivered exceptional customer service by managing inbound calls, actively listening, and establishing rapport to address customer needs and concerns with efficiency and professionalism. Analyzed and understood customer needs, adhering strictly to compliance regulations and security policies to ensure a secure and reliable service experience. Maintained accuracy and attention to detail in processi

Assumed authority to override account/check cashing decisions, enhancing customer satisfaction and trust, and maintained optimal branch cash levels, ensuring smooth daily operations. Supervised and executed operational controls, meticulously auditing documentation records, and orchestrated the scheduling and secure packaging of sensitive materials and files. Played a pivotal role in the interview

Studied Sociology at the College of Southern Nevada, focusing on foundational concepts within the field. Expected to graduate in 2025.