A G E N D A A Day in the Life: Bank Asset/Liability Management June 22, 2018 Cori Krebs, CFA, SVP – Corporate Treasury Division, U.S. Bank Graig Gorder, VP – Investment Officer, BNC National Bank 1
A G E N D A 1 Introductions 2 Background & Career Path 3 Firm/Team Overview 4 A Day in the Life - Duties/Responsibilities of an ALM Manager 5 Opportunities/Challenges 6 Skill Set 7 Q & A 2
Background & Career Path Cori Krebs, CFA Graig Gorder Education Education • University of St. Thomas • North Dakota State University • Business Administration / Finance • Business Administration Work History Work History • U.S. Bank • BNC National Bank • Treasury Analyst / Fixed Rate Desk • Investment/ALM Analyst • Financial Analyst/ Corp Banking • Credit Analyst • AVP/VP, Economic Capital • VP, Asset/Liability Manager • SVP, Pricing & Profitability • VP, Investment Officer Volunteer Work/Professional Volunteer Work/Professional Development Development • Junior Achievement, Feed My Starving • Special Olympics Children • Coach (Football, Baseball, Basketball) • Mentor, U.S. Bank internship program 3
Firm Overview Cori Krebs, CFA Graig Gorder U.S. Bank BNC National Bank U.S. Bancorp (NYSE: USB) • • BNCCORP, INC. (OTCQX Ticker: BNCC) 74,000 employees; 3,054 branches/4,729 ATMs • • 250+ employees; 13 Bank Branches $460 billion in assets • • ~$995 million in Assets Primary Areas of Focus • • Primary Areas of Focus Consumer & Business Banking • Commercial Banking • Branch Banking, Small Business • Small to Middle-Market Businesses • Banking, Mortgage Banking and Retail and Mortgage Banking • omnichannel delivery Deposits/Personal Lending • Corporate & Commercial Banking • Residential Lending • Corporate Banking, Commercial • Wealth Management • Banking and Commercial Real Retirement Plans, Trust Services, Estate • Personal Wealth Advisory Payment Services • Tax and Business Planning, • Retail Payment Systems, Global • Accounting, Payroll Merchant Acquiring and Corporate Payment Systems Wealth Management & Securities Services • Wealth Management, Asset • Management, Corporate Trust, Fund Services and Custody 4
A DAY IN THE LIFE - D U T I E S & R E S P O N S I B I L I T I E S Funds Transfer • Liquidity • Risk Management • Forecasting • Budgeting • Capital Planning • Investing • Pricing/Return Hurdles • Regulatory • Other • 5
Opportunities/Challenges Opportunities Challenges Job Diversity Data and Integration Development Technology Strategy Regulation Visibility Resources/Time Engagement Control Growth/Path 6
S K I L L S R E Q U I R E D Analytical • Communication • Diligence • Entrepreneurial • Focus • Ethical • Accountability • Nimble • Prioritization • Risk Discipline • 7
Questions? DOFU 2-2018 432062 8
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