Sepony R.

Canzater
800 Beatty Road
Home (803) 708-1098 Apartment 4B
Cel
l (803) 920-1380
Columbia, SC 29210 sc5cf816@westpost.net

CAREER OBJECTIVE
To effectively use my seasoned experience in the business and financial services
profession
and continue providing outstanding management services to clients while support
ing company sales and revenue goals.
SUMMARY OF QUALIFICATIONS
A Financial Relationship Professional with 20 plus years of experience in establ
ishing, building and retaining client relationships. Demonstrates a consistent
record of exceeding goals and the
ability to provide results and long term client success.
Customer Focused and Exceeds Client Expectations
Proven Leader in Trust Services of Clients with High Net-worth
Exceptional Contributor in a Team Environment
Possesses Knowledge of the Companys Products/Services/Policies/Procedures
Self Motivated/Takes Ownership in Problem Solving
Proficient in Multi-Tasking of Complex and Routine Financial Transactions
PROFESSIONAL EXPERIENCE
U.S. Trust
1980 to 2009
Bank of America Private Wealth Management, Columbia, SC
Relationship Associate, Officer (2005-2009)
Provided superior service to Clients, Private Client Managers/Advisors and Bank
Partners.
Assisted Client Managers in handling the logistical and administrative aspects o
f meeting client
needs and expectations. Member of the service team who interacted with client t
o complete necessary transactions, deposits, transfers, loan processing, loan ad
ministration, etc. in a time sensitive environment. Consistently focused on ear
ning clients loyalty through accuracy, efficiency and courtesy. Identified oppo
rtunities to support sales and services of Banking, Credit, and Securities trans
actions for Client Managers accounts.
Awarded the 2007 Top Performance Award for the South Eastern Division
Earned recognition for Achievements of Client Satisfaction and Independent Lead
ership
Selected as the 2007-2008 Credit Champion for Support Staff
Trust Assistant - Private Bank Department (1989-2005)
Contributed in the daily management of Trust Relationships for high net-wort
h individuals.
Promptly addressed clients needs by assuring efficient processing of their reque
sted transactions.
Delivered high quality work by paying attention to detail, prioritization and fo
llow-up to produce consistent error-free results. Shared in depth knowledge of
trust & wealth transfer, banking and credit while training and assisting team me
mbers and business partners. Processed investment review documentation, identif
ied and provided status updates to the review committee, processed security trad
es and fund transfers. Used cross-selling skills for basic bank products and ser
vices. Completed documentation for trust account openings, closings and maintena
nce.
Repeatedly assumed responsibility for division wide projects, management and dev
elopment of trust relationships during long term absences of officers assigned.
Recognized for successful training of new associates
Winner of the 1997 and 2000 Leading Edge and Making a Difference awards for
the South Eastern Private Group. For leadership and retaining a cru
cial book of
trust relationship business for an extended period while in an assis
tants role.
NCNB of South Carolina, Columbia, SC
Securities Operations Clerk - (1988-1989)
Balanced the Federal Reserve and wire settlements through system processing.
Citizens and Southern National Bank, Columbia, SC
Trust Operations Clerk - (1985-1988)
Continuous communication with trust administrators for notification of mergers,
acquisitions, dividends, stock splits, bonds, mutual fund and investment activit
y held in trust accounts.
Balanced bearer bond interest payments.
Citizens and Southern National Bank, Columbia, SC
Return Items Operations Clerk (1980-1985)
EDUCATION AND PROFESSIONAL TRAINING
Midlands Technical College, Columbia, SC, Associate of Arts degree, Accounting
1979
Proficient in Microsoft software products as well as other accounting software p
ackages available through the Banking and Trust Systems: PACE, BOSS, FAST, AFS
Commercial Loan System, Lotus Notes and the Merlin Consumer Banking System.
COMMUNITY AFFILIATIONS
Volunteer - American Cancer Society, SC Pop Warner Association, Habitat for Huma
nity