Jay Treece

Background

About Jay Treece

BANKING/TRUST Over twelve years of diverse expertise in bank trust departments, including extensive experience in corporate trust, custody, stock transfer and escrow transactions. Experience with daily monitoring of bank and industry compliance items for multiple accounts. Helped to train new trust associates and relationship managers on various aspects of the corporate trust business. CLIENT RELATIONS/SALES Actively participated in retentive marketing efforts for securing additional business opportunities with clients, law firms, investment bankers and other industry professionals. Generated average annual increases of in sales revenue with previous employer. Often challenged with handling difficult clients. Successful at building strong relationships with numerous bank customers. ANALYSIS/DOCUMENT REVIEW Counseled clients regarding their contractual obligations and viable options per the terms of their governing documents. Analyzed, reviewed and scrubbed over 200 accounts to bring them up to industry and bank standards of compliance. Wrote numerous documents for client application which satisfied compliance and governing document standards. Specialties: Municipalities, not-for-profit corporations, health care companies