Beth Benfield-Koelln
West Chester
Summary
Dynamic fiduciary advisor excelling in compliance management and client engagement. Proven track record in overseeing high-net-worth portfolios, enhancing asset growth through strategic relationship building. Adept at risk analysis and effective communication, delivering tailored solutions that drive client satisfaction and business development.
Overview
2026
2026
years of professional experience
Work History
Assistant Vice President, Fiduciary Advisor II
PNC Private Bank
Philadelphia
08.2022 - Current
- Executed fiduciary decision-making in trustee, guardian, or agent capacities for PNC.
- Ensured adherence to all legal and fiduciary regulations, policies, and procedures.
- Managed high-net-worth client portfolio of 58 service relationships, encompassing 621 accounts.
- Administered assigned accounts according to governing documents and state laws.
- Resolved legal and compliance issues while managing account-related risks.
- Communicated effectively with clients to address issues and concerns proactively.
- Customized communications and presentations to deliver tailored fiduciary advice.
- Maintained and expanded assets under management through client engagement and networking.
Assistant Vice President, Senior Wealth Client Services Associate
Wilmington Trust Company
Wilmington
03.2021 - 07.2022
- Monitored client service requirements in Family Wealth Division for high-profile clients.
- Supported client team in prompt processing of workflow tasks to enhance service quality.
- Facilitated communication with clients, representatives, and financial professionals through various channels.
- Opened new Trust accounts efficiently to expand client portfolio.
- Calculated and updated TRU and PTA payments for accurate financial reporting.
- Processed routine transactions, including cash disbursements and account maintenance requests.
- Oversaw Daily Activity Report and managed overdrafts to ensure operational consistency.
- Conducted monthly Administrative Reviews, resolving outstanding exceptions promptly.
Officer, Wealth Client Specialist II
BB&T
King of Prussia
04.2019 - 03.2021
- Proactively supported Book of Business growth for four Wealth Advisors.
- Facilitated sales and delivery of bank products including account opening, credit cards, and mortgages.
- Identified wealth-qualified prospects through branch referrals, cold calling, and client follow-ups.
- Scheduled appointments and prepared necessary materials for client meetings.
- Coordinated onboarding experiences for all new client relationships assigned to Wealth Advisors.
- Accompanied Advisors during loan closings, financial planning meetings, and investment opportunities to provide sales support.
Senior Business Service Officer in Business Banking
Key Bancorp
Plymouth Meeting
02.2017 - 04.2019
- Enhanced sales support and client management for Business Banking Team to improve effectiveness.
- Conducted product delivery and sales planning to boost portfolio profitability.
- Facilitated client transactions while understanding business needs to provide tailored solutions.
- Independently organized and executed commercial loan settlements with clients.
- Developed pre-call strategies with Relationship Managers to drive new business opportunities.
- Oversaw renewals and maintenance of existing accounts to ensure ongoing client satisfaction.
Third Party Originations Operations Manager (Equipment Finance)
The Bryn Mawr Trust Company
Bryn Mawr
10.2013 - 02.2017
- Supervised daily operations and employee performance management.
- Reviewed client applications to ensure compliance with underwriting standards.
- Coordinated with credit officer on underwriting requirements for effective processing.
- Drafted and reviewed approval letters and commitments for accuracy.
- Conducted thorough review of signed funding documents for completeness.
- Prepared essential documentation to facilitate timely transactions.
- Managed follow-ups with DMV for state-specific vehicle titles.
- Provided client support and maintained communication with brokers to maximize opportunities.
Mortgage Loan Origination Officer
National Penn Bank
Boyertown
03.2008 - 10.2013
- Marketed and supported National Penn Mortgage Group loan programs from internal referral sources and realtors.
- Ensured effective implementation of all regulatory and compliance policies for company and division.
- Collaborated with designated lead sources to drive program awareness in a timely manner.
Sales and Service Representative/Trainer and Mentor
Univest National Bank
Souderton
01.2003 - 01.2008
- Executed teller transactions, opened accounts, and facilitated retail loans.
- Conducted sales calls and increased certificate of deposit retention through effective referrals.
- Reviewed overdraft reports and security reports to enhance operational security.
- Led morning staff meetings to promote team collaboration and address performance metrics.
- Prepared detailed reports for Vice President of Sales as requested.
Commercial Relationship Assistant III
National Penn Bank
Berwyn
- Supported three commercial lenders, managing 20 of top 50 relationships in Chester County, PA.
- Processed draws and inspections, ensuring timely disbursement of funds.
- Verified financial statements, performed covenant calculations, and tracked insurance compliance.
- Managed daily overdrafts, ordered credit reports, and generated routine management reports.
- Drafted commitment letters, line of credit extensions, and commercial loan documentation requests.
- Reviewed settlement documents and provided customer service support for inquiries.
- Prepared documentation for draws from Equipment Revolver related to car leases and equipment purchases.
Commercial Loan Documentation Specialist
National Penn Bank
Boyertown
- Prepared commercial loan documentation for new and existing customers in Commercial Credit Services.
- Processed loan requests exceeding $1,000,000 while adhering to multiple deadlines.
- Managed underwriting for new loans and modifications at request of Relationship Managers.
Education
High School Diploma -
Chapel Christian Academy
Limerick, PA05-1998
Bachelor of Science - Business Administration
University of New Hampshire
Durham, NH01-2002
Trust Fundamentals School -
American Bankers Association
05.2024
Trust School and CTFA Exam Prep -
American Bankers Association
09-2025
Trust And Fiduciary -
CTFA Exam
10.2025
Skills
- Fiduciary decision-making
- Compliance management
- Portfolio oversight and management
- Risk analysis
- Client engagement and relationship management
- Effective communication
- Problem solving
- Attention to detail
- Decision making and judgment
- Business development
- Financial management
Organizations
- Philadelphia Estate Planning Council
- Chester County Estate Planning Council
- Women’s Business Connection in Chester County, PA
Accomplishments
- 2024-2025 PNC Mentorship Program Graduate
Timeline
Assistant Vice President, Fiduciary Advisor II
PNC Private Bank
08.2022 - Current
Assistant Vice President, Senior Wealth Client Services Associate
Wilmington Trust Company
03.2021 - 07.2022
Officer, Wealth Client Specialist II
BB&T
04.2019 - 03.2021
Senior Business Service Officer in Business Banking
Key Bancorp
02.2017 - 04.2019
Third Party Originations Operations Manager (Equipment Finance)
The Bryn Mawr Trust Company
10.2013 - 02.2017
Mortgage Loan Origination Officer
National Penn Bank
03.2008 - 10.2013
Sales and Service Representative/Trainer and Mentor
Univest National Bank
01.2003 - 01.2008
Commercial Relationship Assistant III
National Penn Bank
Commercial Loan Documentation Specialist
National Penn Bank
High School Diploma -
Chapel Christian Academy
Bachelor of Science - Business Administration
University of New Hampshire
Trust Fundamentals School -
American Bankers Association
Trust School and CTFA Exam Prep -
American Bankers Association
Trust And Fiduciary -
CTFA Exam