Matthew West

Experience

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  Arendall Landscape & Maintenance LLC

  Jan 2010 - May 2023

  Business Owner

  • Own and operate commercial and residential lawn care and maintenance service• Provide lawn care services including mowing, edging, shrub and tree trimming, landscaping, landscape design and implementation, and related services• Provide minor repairs of lawn care equipment, including push mowers, lawn tractors, edgers, blowers, and other motorized equipment• Provide plumbing services, electrical services, and other home/maintenance repairs and improvements

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  New York Life Insurance Company

  Aug 2014 - Oct 2015

  Life Insurance Agent

  • As new agent, responsibilities included developing prospecting lists, serving as a subject matter expert on NYL products, including personal life coverage, financial services, and LTC coverage and products• Serviced new and existing clients with continuous policy updates, creating organic growth opportunities

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  Regions Bank

  Oct 2015 - May 2023

  • Provides leadership within the Jackson (MS) Institutional Trust group with institutional trust clients• Collaborates with regional manager and supervises trust assistants while supporting matrix-based teams in local and regional offices• Supports strategies around new client development & organic growth within current book of business • Directs and facilitates annual and ad-hoc client/plan sponsor education meetings (including participant discussions, investment descriptions, client training) and client board meetings• Facilitates proper and timely transfer of assets when opening and/or closing accounts• Processes trust transactions• Creates and maintains client reporting; responding to client inquiries• Subject matter expert for Southwest Region; resolves issues and problems related to newly-installed trust online systems, Regions Wealth Platform (RWP) and Retirement Benefit Payment Services (RBPS) Show less • Works closely with the Jackson (MS) Institutional Trust group to provide leadership and administrative support with regional manager & trust consultants• Assists with annual and ad-hoc client/plan sponsor education meetings (including participant discussions, investment descriptions, client training) and client board meetings• Facilitates and supports the proper and timely transfer of assets when opening and/or closing accounts• Processes trust transactions; creates and maintains client reporting; responding to client inquiries Show less • Worked closely with retail customers to identify needs; recommend and provide best advice, guidance, and education around Regions Bank products, services, and solutions• Utilized excellent communication and customer service skills for corporate growth and client satisfaction• Worked closely with local Regions Bank partners (i.e., Financial Advisor, Mortgage, Business, and Private Wealth) to address and complement retail customer needs and requirements• Proven record of accomplishment in sales; exceptional networking skills which created opportunities for new and expanded customer business and product sales Show less

  • Institutional Trust Relationship Consultant

    Dec 2017 - May 2023

  • Institutional Trust Administrator

    May 2017 - Dec 2017

  • Financial Services Specialist III

    Oct 2015 - May 2017
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  BankPlus

  May 2023 - now

  Vice President, Wealth & Fiduciary Advisor