Teams at American Savings Bank

Manages end-to-end ACH, card, wire, and emerging payment operations while ensuring accuracy, compliance, service levels, and risk controls. Leads team development, audits, regulatory response, payment projects, process improvements, budgeting, analytics, dashboards, vendor relationships, and escalated customer inquiries. Partners across business units and technology teams to optimize payment workflows, settlement, systems, and customer experience.

Grows and services existing client relationships while developing new investment and insurance clients. Responsibilities include creating financial plans, recommending products, generating referrals, conducting seminars and sales presentations, managing leads, meeting revenue goals, assessing customer suitability, supporting Financial Advisors, and maintaining compliance with regulations and company policies.

Leads and develops Financial Advisors and Associate Financial Advisors through coaching, training, business planning, and performance management. Drives investment product sales, advisory revenue, net new assets, and insurance business growth. Trains branch employees in relationship selling, improves prospect discovery and asset-gathering processes, supports sales appointments, and ensures compliance with securities regulations and broker-dealer operations. Partners with bank personnel and participates in advisory, insurance, and annuity product review and approval.