Experience

Farmers Trust & Savings Bank

• United States
• Banking
• 1 - 100 Employee

• President

  • Jun 2020 - Present

  Williamsburg, Iowa, United States

• Executive Vice President & Loan Officer

  • Jun 2018 - May 2020

  Williamsburg, Iowa

• Vice President & Marketing Officer

  • Jan 2015 - Jun 2018

  Williamsburg, Iowa One of the best parts of a community bank is that I have the opportunity to work with different people; on various projects; and take on multiple positions. It's safe to say that no two days are the same! As a commercial lender I finance small to medium sized businesses in Eastern Iowa. Taking a deep dive into understanding a clients operations, cash cycle, competition, background, products and services, and history allows me provide better service and it's a part of the banking… Show more One of the best parts of a community bank is that I have the opportunity to work with different people; on various projects; and take on multiple positions. It's safe to say that no two days are the same! As a commercial lender I finance small to medium sized businesses in Eastern Iowa. Taking a deep dive into understanding a clients operations, cash cycle, competition, background, products and services, and history allows me provide better service and it's a part of the banking relationship I thoroughly enjoy. I offer clients: convenience, competitive terms and rates; and commitment to great follow-up service. My goal is not only to bank your business but also be your lender of choice when it comes to your personal and family's financial needs. I look for customers who desire a long term banking relationship. Other roles include: - Member of the Asset/Liability Committee (ALCO) which manages the Bank's liquidity, evaluates Balance Sheet risk and reviews funding needs/sources. - Marketing Officer, coordinating community events sponsored by FTSB, financial literacy at schools, social media posts and updates, implementing and evaluating various proposals made by vendors. - Assist in the creation of our weekly Huddle agenda with Frontline Staff. - Loan Committee Member - twice weekly meeting to discuss and review various credits.

• Management Trainee

  • Jan 2013 - Jan 2015

  My role consists of learning and understanding all facets of banking (teller, book keeping, retail services, loan administration, compliance, experience with each lender, and investments portfolio) while completing my MBA at the University of Iowa. With a background in sales management, hands on experience in all banking operations, and specialized education, I can better contribute to serving our clients, FTSB's future growth, and the overall strategic direction of the Bank.



Southwestern Advantage

• United States
• Professional Training and Coaching
• 400 - 500 Employee

• Field Sales Leader (FSL)

  • Sep 2010 - 2012

  Promoted to District Sales Manager based on success in growing personal organization Conducted over 300+ group information sessions and personal interviews Recruited, trained, managed, and motivated 43 salespeople in personal organization Organized and directed weekly sales meetings and individual conferences on the selling field Facilitated meetings throughout the year on advanced sales, leadership, and management Personal Retail Sales $88,900 over 2 summers Personal… Show more Promoted to District Sales Manager based on success in growing personal organization Conducted over 300+ group information sessions and personal interviews Recruited, trained, managed, and motivated 43 salespeople in personal organization Organized and directed weekly sales meetings and individual conferences on the selling field Facilitated meetings throughout the year on advanced sales, leadership, and management Personal Retail Sales $88,900 over 2 summers Personal Organization's Retail Sales 2012 $1,530,000 (56% increase over previous summer) 2011 $975,000 (62% increase over previous summer) 2010 $600,600 (4% increase over previous summer)

• Corporate Recruiter/Salesperson

  • Aug 2008 - Oct 2010

  Recruited, trained, managed and motivated 26 salespeople on personal teams Organized, planned and executed weekly training meetings, follow schedules, and coaching schedules Maintained excellence in personal sales while managing and leading sales organization Attended over 400+ hours of advanced sales and leadership training Personal Retail Sales: $83,200 (41% increase over previous summer) Personal Organization's Retail Sales: $577,500 (360% increase over previous… Show more Recruited, trained, managed and motivated 26 salespeople on personal teams Organized, planned and executed weekly training meetings, follow schedules, and coaching schedules Maintained excellence in personal sales while managing and leading sales organization Attended over 400+ hours of advanced sales and leadership training Personal Retail Sales: $83,200 (41% increase over previous summer) Personal Organization's Retail Sales: $577,500 (360% increase over previous summer) Relocated to Louisiana for three summers



Southwestern Advantage

• United States
• Professional Training and Coaching
• 400 - 500 Employee

• Organizational Leader/Student Manager/Salesperson

  • Jan 2006 - 2008

  Internalized success principles through direct sales (schedule, positive attitude, goal setting, self-motivation) Executed all ordering, inventory, accounting, scheduling, sales, and delivery of product Prospected and approached over 2,500 families from various socioeconomic backgrounds each summer Personally recruited and trained 7 first year salespeople for direct sales in 3 recruiting seasons Developed managerial, public speaking, and advanced sales skills through over 500 hours… Show more Internalized success principles through direct sales (schedule, positive attitude, goal setting, self-motivation) Executed all ordering, inventory, accounting, scheduling, sales, and delivery of product Prospected and approached over 2,500 families from various socioeconomic backgrounds each summer Personally recruited and trained 7 first year salespeople for direct sales in 3 recruiting seasons Developed managerial, public speaking, and advanced sales skills through over 500 hours of training Grew Personal Retail Sales of $29,000 to $59,000 by third summer Grew Personal Organization to over $124,800 by third summer Relocated to California, Pennsylvania, and Delaware Show less