Natalie Charles

Natalie Charles

Followers of Natalie Charles47 followers
location of Natalie CharlesColumbia, South Carolina, United States

Connect with Natalie Charles to Send Message

Connect

Connect with Natalie Charles to Send Message

Connect
  • Timeline

  • About me

    Vice President at U.S. Bank

  • Education

    • University of South Carolina

      -
      Bachelor of Science - BS Finance, General
  • Experience

    • U.S. Bank

      Jul 2007 - now

      I began my career as an Account Set Up Specialist and remained in that role from 2007 to 2009 when I was promoted to Relationship Manager and Assistance Vice President. I was promoted to Vice President in 2021 and I am the primary relationship manager for the South Carolina municipal bond market.Job duties include:- Ability to read and understand complex contractual agreements and legal documents- Maintaining favorable working relationships with clients (e.g. City and County Treasurers and Administrators, General Managers for Special Purpose and Water Districts, Superintendents, CFOs and CEOs), attorneys, financial advisors, underwriters and other related professionals- New business development- Client and account onboarding- Ongoing compliance and debt management- Risk mitigation Show less

      • Vice President and Relationship Manager

        Jul 2021 - now
      • Assistant Vice President and Relationship Manager

        Jul 2009 - Jul 2021
      • Account Set Up Specialist

        Jul 2007 - Jul 2009
  • Licenses & Certifications

    • Corporate Trust Master Certification

      Jeff Powell
      Sept 2022