Q: Tell us how you got here.
A: I began my banking career in a high school co‑op program as a part‑time teller, which led to a full‑time role. Over the past 30-plus years at Legence Bank, I’ve served as branch manager, cashier, executive vice president of operations and now executive vice president of risk management, focusing on compliance.
Q: How do you construct your day for optimal productivity?
A: Each morning, I meet with our compliance team to set priorities, align projects and avoid duplicating efforts, especially audits.
Q: What tools, software and resources can’t you live without?
A: NuMonitor is vital for AML monitoring, Microsoft Teams for meetings and my calendar for organization. To stay informed, I read ICBA NewsWatch Today daily, along with relevant bulletins and updates.
Q: Can you share a problem or challenge you’re trying to solve?
A: Like many banks, we face ongoing check and debit card fraud attempts and continually strengthen detection and prevention efforts.
Q: What’s the best advice you have for other people in your role?
A: Be patient. Compliance is always changing, and balancing new regulations with daily responsibilities requires patience and adaptability.
Q: Who are the people who help you get things done?
A: It takes a team. Three of us in compliance work closely together, relying on the entire bank to implement procedures and follow policies. It’s a collective effort where everyone plays a role in success.
For more information on ICBA certifications and related events, visit icba.org/certification
Q: How does Legence Bank use training to solve succession planning?
A: We’ve built a strong foundation for succession planning through leadership seminars, online training and specialized institute programs.
Q: What is your favorite thing about the ICBA conferences you have attended?
A: I attend several conferences each year, with the ICBA Annual Certification Conference as my favorite for connecting with peers, exchanging ideas and building relationships.
Q: How has your designation affected your career/role at Legence Bank?
A: Certification reinforces the importance of compliance. Colleagues rely on us for guidance, and our team takes its responsibilities seriously, which I find deeply rewarding.