Summary
Overview
Work History
Education
Skills
Timeline
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Teri Hawkes

Middletown

Summary

Senior Banking Operations Professional with 15+ years of experience in Trust Administration Support and eBanking Compliance. Specialized in managing high-net-worth portfolios, ensuring Fiduciary Duty compliance, and executing complex digital transaction oversight. Proven track record of handling Wire Projects, Relationship Management (RM) support, and sensitive client data within high-stakes private banking environments.

Overview

16
16
years of professional experience

Work History

Private Banking Portfolio Administrator

WSFS Bank
2019.11 - 2025.05
  • Fiduciary Administration: Managed the daily administrative lifecycle of complex trust and agency accounts, ensuring total compliance with Regulation 9 and internal fiduciary policies.
  • Portfolio Oversight: Supported Relationship Managers (RMs) by reviewing governing trust instruments to interpret administrative duties, distribution provisions, and discretionary payment rationale.
  • Document Integrity: Orchestrated the KYC (Know Your Customer) and onboarding processes for High-Net-Worth (HNW) clients, resolving deficiencies in fee schedules, agreements, and tax acquisition data.
  • Project Leadership: Spearheaded the Wire Project data migration, ensuring secure internal and external transfers while maintaining a low error rate during a high-stakes organizational campaign.
  • Risk Mitigation: Conducted annual administrative reviews of accounts, verifying that transactions aligned with Trust Documents and regulatory reporting requirements.

EBanking Support Specialist

WSFS Bank
2009.09 - 2019.11
  • AML & Fraud Monitoring: Analyzed high-volume digital transactions for anomalies, identifying potential Money Laundering patterns and escalating suspicious activity in accordance with BSA (Bank Secrecy Act) standards.
  • Technical Compliance: Served as the Subject Matter Expert for digital banking platforms, performing remittance reviews and ensuring secure hardware/software deployment for commercial clients.
  • Audit Readiness: Maintained meticulous digital records and "special handling" logs, resulting in successful outcomes during internal and external Compliance Audits.
  • De-escalation & Resolution: Applied advanced problem-solving to resolve complex technical and financial disputes for top-tier clients, maintaining a "people-first" approach under high-pressure scenarios.

Education

Medical Office

Dawn Training Institute
Wilmington, DE
2004-04

High School Diploma -

Charleston Job Corps
Charleston, WV
2001-12

Skills

  • Core Banking: Fiduciary Administration, Trust Accounting, Regulation 9 Compliance
  • Risk & Compliance: KYC/AML Remediation, Suspicious Activity Monitoring, Enhanced Due Diligence (EDD)
  • Tech: Portfolio Management Software, Microsoft Excel (Pivot Tables/VLOOKUPs), CRM Maintenance
  • Soft Skills: HNW Client Relations, Fiduciary Ethics, Conflict De-escalation

Timeline

Private Banking Portfolio Administrator

WSFS Bank
2019.11 - 2025.05

EBanking Support Specialist

WSFS Bank
2009.09 - 2019.11

Medical Office

Dawn Training Institute

High School Diploma -

Charleston Job Corps
Teri Hawkes