Carrie began her trust department career in 1983. In addition to TheBANK of Edwardsville, she has worked at both small and large trust departments. Carrie is a Certified Trust and Financial Advisor (CTFA) and has passed the Certified Retirement Services Professional (CRSP) exam. She is a graduate of the Cannon Financial Institute’s Trust and Retirement Plan Services Schools and the American Bankers Association National Graduate Trust School.
After graduation, I was offered a position at a large trust company. My job for the first year consisted of hand-calculating accrued interest – an extremely tedious process that is now obsolete. I worked in trust administration in both retirement plan and institutional trust services, and then moved on to personal trust. I have always liked working with individuals—helping them meet their financial goals.
This is the second time I have worked at TheBANK of Edwardsville—I was previously in the trust department for about 12 years. Upon returning to TheBANK after taking several years off to raise my children, I discovered that a lot of my coworkers were still here. There was also a large number of clients (or their descendants) with whom I had worked previously who still had accounts with TheBANK. That permanence over the years says a lot about an organization, their employees and their clients. At TheBANK, we care about our clients, our coworkers and our community.
My personal success is gauged by my client’s success. Not only in how well investment returns have been, but in how well I have helped them plan and understand the steps and phases involved to help them reach their goals.
I define success for my clients by how well they understand the goals they’ve set and how they’ll get there. We can all plan a destination, but you’ll only get there if you prepare and actually make the trip.
Customer service is the thing that sets us apart and adds value for our clients. We take the time to listen and help them understand. We make their priorities our priorities. Getting to know them on a personal level—their careers, family and personal hobbies or interests. I love getting to know people and earning their trust. I feel that you need to make that connection to really understand their financial goals and help them plan their financial future through all of life’s stages.