Jody Valenzo

Experience

• 

  Fulton Financial Corporation

  May 1998 - Jan 2021

  Oversaw administrative staff and operational functions. Maintained and trained teams on business line processes and systems. Managed and monitored accounts and product activity. Managed reports and analysis for Senior Leadership. Supported Private Bankers with onboarding new clients and servicing existing clients. Coordinated special events, meetings, and marketing materials. Executed and oversaw all department projects. Serviced clients with banking, investment, loan, and convenience product needs. Profiled clients, ensuring the best products and/or services were provided. Reviewed clients planning documents and investment portfolios. Supported sales team with daily management of their assigned accounts. Serviced clients with banking, investment, loan, and convenience product needs. Handled all daily tasks for the business line. Rotated various department throughout FFC to learn the department functionality. Managed corporate initiative projects. Supported 3 Relationship Managers and their clients (IRA and Trust Accounts). Oversaw reporting and analysis for the Trust Department Manager.

  • VP/Client Service Manager - Private Banking

    Oct 2011 - Jan 2021

  • Relationship Manager - Private Banking

    Aug 2003 - Oct 2011

  • Client Service Officer - Private Banking

    Sept 2000 - Aug 2003

  • Management Trainee

    Aug 1999 - Aug 2000

  • Assistant Account Service Administrator

    May 1998 - Aug 2000
• 

  The Witmer Group

  Jan 2021 - now

  Oversees new hire data and the termination process. Tracks employee clearances, field trainings, and apprenticeship hours. Administers unemployment requests, insurance billings during layoffs, and company communications to employees. Manages field employee evaluations, including tracking and processing 90-day and annual reviews. Coordinates and attends special events such as conferences, career fairs, and employee engagements. Supports recruitment initiatives by collaborating with schools to promote trade career fairs. Supports marketing initiatives by attending trades show and networking events. Show less

  • Human Resources Specialist

    Nov 2024 - now

  • Director Of Administration

    Jan 2021 - Nov 2024