Summary
Overview
Work History
Education
Skills
References
Personal Information
Timeline
Generic

Rodney Bond

Marietta

Summary

I have a very strong background in Trust Operations and Trust Administration. I have over 35 years of experience in banking with most of that specifically working with Trusts. I have mentored many colleagues as well as managed team members. Currently a Senior Trust Advisor. I also have a strong risk background.

Experienced in trust administration with oversight of approximately $1.5 billion in trust assets, ensuring compliance with regulatory standards and enhancing operational efficiency. Managed daily administrative tasks including discretionary decision-making and client review meetings, which contributed to improved client satisfaction and trust management processes. Developed accurate trust records that facilitated streamlined audits and reporting accuracy. Collaborated effectively with clients to assess financial needs, providing tailored solutions that reinforced client relationships.

Overview

36
36
years of professional experience

Work History

Trust Administrator

Truist Bank/SunTrust Bank
Atlanta
03.2002 - Current
  • Responsible for trust administration of approximately $1.5 billion in trust assets.
  • Responsible for daily administration including discretionary decision making, compliance and client review meetings.
  • Managed comprehensive trust administration processes, ensuring compliance with regulatory standards and enhancing operational efficiency.
  • Collaborated with clients to assess their financial needs, providing tailored solutions that strengthened client relationships.
  • Developed and maintained accurate trust records, resulting in improved reporting accuracy and streamlined audits.

Trust Assistant

Wachovia Bank
Atlanta
01.1996 - 03.2002
  • Assisted Trust Advisor with daily administration of trust accounts.
  • This included cash movement, asset movement, client calls and various projects.

Trust Operations Manager and Processor

Nations Bank
Atlanta
01.1993 - 12.1995
  • Processed as well as managed teammates on processing of various rent, mortgage and loan payments to trust accounts.
  • Managed teammates for distribution of trust client statements.

Purchasing Clerk

C&S Bank
Atlanta
01.1990 - 12.1992
  • Housed and distributed official bank checks, cashiers checks and money orders to various branches.
  • Responsible for inventorying, tracking and dual control of shipping and receiving.

Education

Bachelors Degree - Marketing

Georgia State University
Atlanta, GA

Financial Planning -

Oglethorpe University
Atlanta, GA

Skills

  • Trust Administration
  • Fiduciary Taxes
  • Trust Compliance
  • SEI Trust System
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Power Point
  • Trust administration
  • Regulatory compliance
  • Financial analysis
  • Client management

References

References available upon request

Personal Information

Title: TRUST ADVISOR

Timeline

Trust Administrator

Truist Bank/SunTrust Bank
03.2002 - Current

Trust Assistant

Wachovia Bank
01.1996 - 03.2002

Trust Operations Manager and Processor

Nations Bank
01.1993 - 12.1995

Purchasing Clerk

C&S Bank
01.1990 - 12.1992

Bachelors Degree - Marketing

Georgia State University

Financial Planning -

Oglethorpe University
Rodney Bond