Heather Milburn

Experience

• 

  Huntington National Bank

  Jul 1998 - Sept 1999

  Customer Service Representative

  • Built customer trust & relationships through listening, responding, and interacting with clients• Cross-sold multiple types of services and products to existing clients to enhance their experience and meet their needs• Cold-called non-clients to help grow awareness of company brand, services, and products• Reconciled and balanced many facets of the banking industry: ATM, Vault, Cash drawer, Cash Advance Terminal• Processed regular banking transactions including deposits, withdrawals, check cashing, cash advances, cashier’s checks, money orders, night depository transactions, large cash handling• Learned Cohen Brown Sales Training Techniques• Became familiar with financial institution safe guards including Anti-Money Laundering, Bank Secrecy Act, and other internal financial safeguards. Show less

• 

  Indian Village Community Bank

  Sept 1999 - Mar 2002

  Customer Service Representative

  • Swiftly mastered banking processes and systems• Trained all new personnel• Opened new bank branch office – 1st CSR selected & hired• Pioneered, developed, & implemented processes and procedures for new bank office• Coached, mentored & drove change for existing office to adopt new processes & procedures to help move the organization forward to modern streamlining• Opened all new accounts including checking, savings, certificates of deposit, IRAs• Reconciled and balanced many facets of the banking industry: ATM, Vault, Cash drawer, Cash Advance Terminal• Processed regular banking transactions including deposits, withdrawals, check cashing, cash advances, cashier’s checks, money orders, night depository transactions, large cash handling• Built loyal customer relationships through listening, responding, and interacting with clients Show less

• 

  The Longaberger Company

  Aug 2000 - Jan 2013

  Independent Consultant

  • Built and maintained loyal customer relationships through in-person relationships• Sold baskets, pottery, wrought iron, and other decorative items in the home show setting• Sold products through trade shows and other marketing events• Processed credit card transactions• Delivered products

• 

  First National Bank of Dennison

  Mar 2002 - Sept 2006

  Customer Service Representative

  • Swiftly mastered banking processes and systems• Opened new bank branch office – 1st CSR selected & hired• Pioneered, developed, and implemented processes and procedures for new bank office• Opened all new accounts including checking, savings, certificates of deposit, IRAs• Reconciled and balanced many facets of the banking industry: ATM, Vault, Cash drawer, Cash Advance Terminal• Processed regular banking transactions including deposits, withdrawals, check cashing, cash advances, cashier’s checks, money orders, night depository transactions, large cash handling• Built loyal customer relationships through listening, responding, and interacting with clients• Trained new personnel• Processed new loan documents• Audited mortgage loan files for proper documentation and procedures• Support back-up for cash manager for the entire bank• Learned through federal banking courses on Individual Retirement Accounts, FDIC Insurance, Anti-money laundering, BSA, Ohio Banker’s League conference education offerings Show less

• 

  Paychex

  Sept 2006 - Feb 2008

  Senior Payroll Specialist

  • Built loyal customer relationships through phone relationships• Processed multiple payrolls for 200+ companies from various states, localities, school districts, with salary, hourly, piecework pay• Trained as the training team coordinator• Studied Train the Trainer Program

• 

  Rea & Associates, Inc.

  Feb 2008 - Dec 2009

  Client Service Specialist

  • Built and maintained loyal customer relationships through phone relationships• Processed multiple payrolls for multiple companies • Processed payroll taxes and W-2s• Processed bookkeeping transactions for multiple companies

• 

  Rea Wealth Management

  Jan 2010 - now

  Securities offered through Commonwealth Financial Network®, member www.FINRA.org /www.SIPC.org. Strictly intended for individuals in Ohio. No offers may be made or accepted from any resident outside this state due to various state & registration requirements regarding investment products & services. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.419 W. High AveNew Philadelphia OH 44663330-308-9707• Lead and manage financial fiscal budget, commission calculating• Lead and manage team hiring• Lead and manage compliance oversight for advisors & support staff for the Chief Compliance Officer including regulatory audits with SEC and FINRA, broker dealer audits, RIA audits, OSJ audits; initiation of annual renewal of ADV, Wrap, compliance manual, record retention• Lead, manage, and coordinate strategic initiatives across the firm; drive and communicate change• Series 7 licensed Show less Securities offered through Commonwealth Financial Network®, member FINRA/SIPC. Strictly intended for individual in Ohio. No offers may be made or accepted from any resident outside this state due to various state & registration requirements regarding investment products & services.419 W. High AveNew Philadelphia OH 44663330-308-9707• Lead and manage all aspects of firm financial management including bookkeeping using QuickBooks online & bill.com software, accounts payable & receivable, maintain general ledger, analyze & process financial statements, budget recommendation, multiple bank statement reconciliations, commission calculating & processing, coordinating payroll & tax efforts• Lead and manage all aspects of human resources including staffing, compensation & benefits, employee relations, training• Lead and manage aspects of marketing, including print, website, & social media oversight• Lead and manage compliance oversight for 12 advisors & 9 support staff for the Chief Compliance Officer including regulatory audits with SEC and FINRA, broker dealer audits, RIA audits, OSJ audits; initiation of annual renewal of ADV, Wrap, compliance manual, employee handbook; record retention• Lead, manage, and coordinate strategic initiatives across the firm; drive and communicate change• Series 7 licensed Show less

  • Compliance & Operations Manager

    Nov 2023 - now

  • Firm Administrator

    Jan 2010 - Nov 2023