Michael Coombe, CTFA

Experience

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  Meridian Bank (now Wells Fargo)

  May 1993 - Mar 1996

  ASSISTANT MANAGER

  Partnered with the branch managers in the Reading PA market to lead the center team to exceed sales expectations. Primary objectives included supervising daily branch operations, audits, sales coaching, and learning skill sets from the center manager.

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  CoreStates Bank NA (now Wells Fargo)

  Apr 1996 - Apr 1998

  COMMUNITY BANKING MANAGER

  Managed a branch store team to exceed the banking needs of the local community including developing small business relationships, insuring quality of service delivery in the store, maintaining a proactive leadership presence in the local market.

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  First Union National Bank (now Wells Fargo)

  May 1998 - Dec 2003

  Managed a region of 12 branch stores in York and Adams County, PA to exceed sales goals and provide quality client service. 24 Direct reports included financial center managers and teller managers with 40 indirect reports. Responsible for client experience and referral success of the region. Managed a region of 6 branch stores in Eastern Schuylkill County PA focusing primarily on the teller manager and teller job families. Objectives included coaching team members to exceed sales objectives, insuring the delivery of quality customer service, supervising teams to comply with all audit/operational procedures. Acquired and expanded client relationships through proactive profiling. Provided quality customer service, uncovering financial needs and providing solutions, motivating team members to identify/refer client needs, and prospecting small business relationships in the market.Licensed Series 6 and 63

  • SERVICE LEADER/REGIONAL MANAGER

    May 2001 - Dec 2003

  • TRANSACTIONS LEADER/REGIONAL MANAGER

    Jul 1999 - Apr 2001

  • FINANCIAL SPECIALIST

    May 1998 - Jun 1999
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  Wachovia Trust (now Wells Fargo)

  Jan 2004 - Jul 2010

  Managed a team of 12 trust associates performing a wide array of fiduciary functions.Designed and executed projects of various scale and complexity to solve trust business line needs. Ensured internal and external customer commitments were exceeded through proactive coaching and application of technology. Strong Excel, Word, & Outlook skills. Proactively communicated account performance with clients and service client requests within the service excellence standards.Administered a book of 250 trust accounts to fiduciary and investment compliance.

  • TRUST OPERATIONS MANAGER

    Jun 2007 - Jul 2010

  • TRUST ADVISOR

    Jan 2004 - May 2007
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  Wells Fargo Wealth Management, Investment & Fiduciary Services Center

  Aug 2010 - Aug 2012

  TRUST TEAM MANAGER

  Managed a team of 6 trust administrators, 3 wealth relationship managers, and 2 trust operations associates to exceed client service, attrition, trust expansion, and cross sale referral goals for a $950 million book of business.Designed and implemented a successful referral program to retain business and capture expansion opportunities.Led and participated in national projects to improve systems efficiency. Served as a company wide subject matter expert on the trust discretionary action system. Led and coordinated the migration of over 6000 accounts to centralized trust administration for the North East. Show less

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  Security National Trust Company

  Sept 2012 - now

  Lead a team of experienced and educated trust professionals to provide personalized fiduciary and investment services including personal trusts, special needs trusts, guardianships, IRA trusts, investment management agencies, and directed trust. Responsible for strategic management of all trust company functions including trust administration, compliance, operations and investment management. Security National Trust Company is a nationally chartered fiduciary services business regulated by the Office of Comptroller of Currency with $800 million in assets under management. Consider our local team of trust professionals for all your trust and investment needs. "Surround Yourself with Vision, Integrity, and Trust" Show less Provide personalized fiduciary and investment services to the local Lancaster PA community and surrounding areas including personal trusts, special needs trusts, guardianships, IRA trusts, investment management agencies, and directed trust. Security National Trust Company is a nationally chartered fiduciary services business regulated by the Office of Comptroller of Currency. Consider our local team of trust professionals for all your trust and investment needs. "Surround Yourself with Vision, Integrity, and Trust" Show less

  • PRESIDENT

    Jan 2014 - now

  • VICE PRESIDENT/TRUST OFFICER

    Sept 2012 - Dec 2013