Monica Towns
Partnership Building | Operations Leader | Regulatory Compliance | Risk Management | Compliance Testing | Contribution Motivated | Client Experience Champion
- Role
- Client Associate at TD
- Location
- Wichita, KS, US
- LinkedIn followers
- 500 followers
About Monica Towns
I have over three decades in the financial industry in a range of areas but specialize in…
Experience
Client Associate
Apr 2025 — Present
Maintain and update client records in management systems with accuracy and efficiency.• Assist in preparing reports, presentations, and materials for client meetings.• Manage the documentation process for new accounts and service requests.• Support marketing initiatives, including coordinating client events and keeping materials current.• Ensuring deadlines are met and tasks are tracked effectively.
Education
Garden City Community College
Associates Degree in Science
Skills
- Management
- Event Planning
- Portfolio Management
- Loans
- Project Management
- Business Process Improvement
- Process Improvement
- Commercial Banking
- Leadership
- Small Business Lending
- Treasury Management
- Customer Service
- Credit
- Commercial Lending
- Subject Matter Expert
- Credit Analysis
- Banking
- Financial Analysis
- Cross Selling
- Mortgage Lending
- Financial Services
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