Teams at Washington Trust Bank

Learns and performs securities and insurance sales, trading, and sales-assistant functions. Accepts customer orders, opens and services investment accounts, conducts client fact-finding, researches investment alternatives, prepares presentations, supports recommendations, obtains trade bids and offers, executes transactions, maintains documentation, and ensures compliance with securities regulations and banking practices.

Leads fiduciary risk, compliance, governance, audit, examination, vendor, and control oversight for the WM&AS division. Aggregates risk information, identifies trends and control gaps, manages enterprise issue tracking, prepares executive and committee reporting, coordinates remediation and examination readiness, and oversees compliance staff and analysts. Partners with corporate risk, legal, audit, operations, investments, and fiduciary teams while driving governance and control improvements.

Analyzes business-line and total bank profitability, prepares management reports, budgets, variance analyses, and pricing tools. Supports liquidity, interest-rate risk, capital management, funding, product, and market analysis. Develops reporting and accounting-system enhancements, identifies automation opportunities, manages multiple projects, and communicates findings to senior management and cross-functional stakeholders.