Sharon Durbin

734 Phoenix Dr. O’Fallon MO 63368

Cell: 636-751-3448

sharondurbin@charter.net

Sharon Durbin

Work Experience

· Lead Trust Associate, Central Trust Company (2013-current)

· Sales, VonMaur (2011-2013)

· Personal Banker, United Missouri Bank (2009-2011)

· Self Employed, Notary/Loan Closer (2002-2004)

· Sales Support Assistant, Bank of America Premier Banking Group (1998-2001)

Summary of Responsibilities and Skills

• Provide comprehensive administrative support to Relationship Managers, ensuring smooth communication with clients.
• Open and close accounts on both Advantage and Fidelity platforms.
• Serve as backup for Relationship Managers and colleagues during absences.
• Organize and lead monthly associate meetings and quarterly one-on-one sessions; manage annual review processes.
• Train new Trust Associates and act as the primary contact for trust-related inquiries.
• Handle daily operations including opening and closing Trust, Estate, Investment Management, IRA, and Custody accounts.
• Process ACH transfers, wires, DocuSign requests, checks, RMDs, CRM updates, document imaging, portfolio transfers, and transfer paperwork.
• Perform DIK and designator quality control, manage gifting and asset shifts.
• Prioritize and manage multiple projects simultaneously in a fast-paced environment.
• Collaborate with Wealth Managers and external professionals to deliver a seamless client experience.
• Participate in committees and assist in planning and hosting sales and client events.
• Proficient in Microsoft Outlook, Word, Excel, and CRM systems.
• Assisted clients with account inquiries and documentation processes.
• Collaborated with team members to streamline trust administration workflows.
• Developed and maintained accurate client records in management systems.

• Increased sales productivity by developing and implementing comprehensive enablement programs for the sales team.
• Increased sales revenue by consistently meeting and exceeding individual and team sales targets.