Account Executive

• Feb 2022 - Present

Assistant Vice President Private Client Banker

• Dec 2019 - Feb 2022

- Manage and maintain relationships with clients by analyzing client needs, providing targeted and thoughtful recommendations based on the client’s financial pain points, while also providing an exceptional client experience - Drive business results and acquire new assets, partnering with internal specialist to provide interdisciplinary expertise to clients when needed - Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs - Ensure that proposed solutions fulfill clients’ needs and objectives in the short, medium, and long term through a holistic goals-based planning approach Show less

Branch Manager

• Apr 2017 - Dec 2019

- Responsible for managing all aspects of the branch, which include but are not limited to: managing two or more full-time employees; conducting performance reviews; interviewing and selection of candidates to fill branch positions and; performance counseling -Accountable for driving branch performance results by maximizing sales, retaining all small business clients, customer satisfaction, and minimizing operating losses by executing the plays and strategies outlined for the branch -Utilized Edge$ell, QlikView, and other sources to assess and review performance as well as make necessary adjustments in team capabilities, teammate coaching, etc. -Ensured branch compliance with bank procedures, internal controls, risk management and the SunTrust Code of Contact Show less

Personal Banker I - IV

• Aug 2013 - Apr 2017

- Received recognition for ending the 2014 year in gold performance status and for being a top performer in customer service.- Utilized resources to conduct effective consultative client dialogues by profiling new and existing clients to discover their financial needs- Managed daily customer concerns, assisted in generating resolutions that satisfied both client and management, and provided financial solutions that met client needs- Cross sold bank products and services by referring clients to proper business partners for additional business growth opportunities, ensuring high quality customer service while earning 100% of their business- Provided optimized financial services by comprehending and utilizing banking laws, guidelines, compliances that benefitted both the customer and bank Show less

Founder

• Apr 2013 - Apr 2014

- Designing or developing themed activities, occasions, displays, and exhibits such as concerts, music festivals, sporting events, and club appearances. - Using traditional and new media to promote, market, or advertise an event or business. Assisting owners and managers with growing there brand. - Conduct research to identify new opportunities for bringing about innovation in events while managing and developing a strategic plan of action to ensure that the cost of the event remains under the pre-determined budget and to maximize profits. Show less

Personal Banker

• Apr 2011 - Oct 2012

- Establish and maintain effective relationships with new and existing clients advising them on all retail banking products and service. Managing customer portfolios responding to clients regarding account information investigated problems and perform problem resolution. - Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. - Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. - Natural attention to detail ensuring accurate paperwork and processing of all transactions. - Strong communication skills, using knowledge, expertise, and a number of channels to provide services keeping customers and management officials up to date. Show less

Senior Account Executive

• Aug 2010 - Apr 2011

- Promoted to senior account executive after first month on the job for overly exceeding sales goals. - Handled small and medium size Verizon business accounts that were outsourced to Global Business Strategies. - Interviewed and trained new employees to perform sales associate responsibilities and provided them with product and sales knowledge. - Hunt for leads in several markets with a focus on small businesses. Retain key clients and actively pursue new prospects. - Provided great customer service to existing customers and conducted, sales and marketing demo of Verizon services to businesses that use other providers. Demonstrating the benefits of the products we offered while gaining the trust of new prospect to get to close business. - Good presentation skills, enhancing ability to present portfolios in a strong positive light. Show less

Program Leader

• May 2009 - Aug 2010

- Demonstrated the desire to help children and showed the ability to relate to them in a positive, patient, sensitive, and non-judgmental manner. - Worked with child from ages 6 – 18 responsible for supervising educational activities, games, tutoring children in their school studies, coaching and instructing various sports or athletic activities, arts and crafts, performing arts, technology instruction, and more. - Organized core programs which encompassed the goal of the company while making these programs fun, entertaining, and educational for the children. - Liaise with higher authorities and parents regarding issues with particular children. Show less

Founder and Managing Owner

• Apr 2009 - Apr 2010

- Supervised all video production work from set design and cast to editing and finished product. Making sure the entire process is handled in a timely fashion. -Prepared budgets for each video production project by coordinating efforts with script writers and directors to make sure all productions completed fulfilled the liking of the client. -Maintained an inventory of available production equipment and ordered new video production equipment when necessary. - Managing and handling all business functions from marketing, advertising, accounting, book keeping, and sales operation. - Provide customers with outstanding service always striving for excellence in every project we partake in. To develop creativity and uniqueness by being hands on every step of the way; guaranteeing that our clients receive great service and high quality production at an affordable price. Show less

Reading Coach

• Aug 2007 - Aug 2009

- Coach and assist children aged Kindergarten through second grade in the development of reading skills. - Assist teachers and engaged in academic activities with selected students either one-on-one or with small groups. Under my leadership we implemented the Voyager Reading Program to all students. - Developed lesson plans and come up with new ways to implement the information to the children in a fun and educational manner. - Participated in the creation and implementation of community cleanups and service actives to help support the surrounding community. Show less