Kellina Pinar, MBA, CSOP, CTOP

About

With a robust background in accounting and business management, I hold a Master of Business Administration from West Virginia University. My career at Peoples Bank has been marked by progressive leadership roles, culminating in my position as VP, TIS Sales Operations & Support Manager. In this role, I led a team to enhance client experiences and streamline operations, ensuring compliance and efficiency. Previously, as AVP, Trust & RPS Operations Manager, I managed trust operations, spearheaded workflow improvements, and supported software implementations. My earlier roles at Peoples Bank and United Bank, Inc. involved supervising trust operations and coordinating investment activities, where I honed my skills in problem resolution and team management. My expertise spans across financial operations, process improvement, and regulatory compliance, supported by a strong foundation in accounting and business management.

Experience

• VP, TIS Sales Operations & Support Manager · Peoples Bank01-01-2024 – 09-01-2024

  Lead and manage Client Service Associates team to ensure an exceptional client experience and advisor support. Ensure that the Financial Advisors are supported by the team which includes providing proactive administrative and clerical support in order to deliver an extraordinary client experience. Act as liaison with daily activities regarding client paperwork, questions and/or appointments. Responsible for reviewing, seeking efficiency and implementing process improvement and ensuring work flows and procedures meet required regulations in order to maintain compliance.

• AVP, Trust & RPS Operations Manager · Peoples Bank11-01-2019 – 01-01-2024

  Provides day-to-day management of trust operations team including problem resolution, coaching, training, and workflow analysis and improvement implementation. Participate on internal and external audit teams to gather, track, answer, remedy and verify audit findings and recommendations. Participating and/or leading department project teams for conversion, deconversion, technology implementation and sunsetting, new and existing workflow improvements, and issue tracking. Provide software support on all trust software to department and others in organization as needed including MS Excel, Word, PowerPoint, HCL Notes, and DocuSign.

• Trust Operations Supervisor · Peoples Bank01-01-2014 – 01-01-2024

  Supervised trust operations, ensuring efficient workflow and compliance with regulations. Provided support and guidance to team members.

• Investment Assistant · Peoples Bank12-01-2012 – 01-01-2014

  Assisted with investment operations, providing administrative support and ensuring accurate processing of investment transactions.

• Trust Operations Assistant · United Bank, Inc12-01-2009 – 12-01-2012

  Coordinate, execute, post and balance securities related activity including trading, settlement, income, corporate actions and account transfers. Coordinate and execute all trust proxy voting and corporate action responses. Evaluate securities litigations for client applicability and file necessary claim documentation as needed. Account transfer activities including planning large transfers, communication with all relevant stakeholders, monitoring asset activity, and balancing outside activity to internal accounting system.

Education

• West Virginia UniversityMaster of Business Administration (MBA), Accounting and Business/Management
• West Virginia University at ParkersburgRegents of Bachelor Arts, Accounting Focus

Similar talent on Pangea

Jennifer C.Vice President - Program and Project Management in Financial ServicesPhoenixville, PA 19460Matthew B.Operations & Data Support SpecialistGlen Ellyn, ILTara S.Executive Management | Process Transformation | Strategy Execution | Risk Management | First Line of Defense | Mortgage Operations | Change Management | Leadership Development & Succession PlanningNevada, TX 75173Raechel S.Marketing | Financial ServicesWaukee, IA