Experience

• 

  The First Bank

  • Alpharetta, Georgia, United States

  • VP/Treasury Management Sales Officer, VP

    • Oct 2023 - Present
    • Alpharetta, Georgia, United States

• 

  First Harrison Bank

  • New Albany, Indiana

  • Treasury Management Sales Officer, AVP

    • May 2017 - Present
    • New Albany, Indiana

    Responsible for driving new business through sales of Treasury services offered by the Bank. Responsible for servicing existing clients within an identified portfolio with the goal of strengthening the overall relationship through solutions-based selling of the Bank's products and services. Serves as an consultant and business partner to the Business Development Officers, Relationship Managers, and branch team members to ensure all Bank clients are offered the specific products that fit their individual needs. Customize sales proposals, conduct cost/benefit analysis building multiple pricing scenarios and identify pricing improvements and margin opportunities. Participates in customer calls as appropriate and provides pre and post sale client support through training and phone calls.

• 

  Stockyards Bank & Trust

  • Downtown Louisville

  • Treasury Operations Analyst

    • May 2015 - Apr 2017
    • Downtown Louisville

    Performed product and service support to Treasury Management Officers, Relationship Officers and external Treasury Management customers. Maintained relationships with client base and other internal departments to improve business performance. Responded promptly to customer requests via phone or email. Installed, trained and provided technical and mechanical support for all Treasury products and services for new and existing customers. Maintained all aspects of the customer data base, to include exposure limits and renewal dates. Participated in the testing and implementation of new products, services, software and hardware. Maintained working knowledge of all Treasury Management systems to assist with training to other team members and customers as needed. Provided customer services to both internal and external customers with a sense of urgency and sensitivity to customer issues.

• 

  Main Source Bank

  • Treasury Management Analyst

    • Aug 2010 - Apr 2015

    Work extensively with the Deposit Express, cash management, and online banking products by maintaining hardware inventory, addressing customer questions, & issues, and assisting Operations in the setup and ongoing maintenance of the service.

• 

  Kelly Services/ New Albany—Floyd County School Corporation

  • Substitute Teacher

    • Aug 2007 - Aug 2010

    Assumed full responsibility of the classroom, for general education, according to lessons plans from the teacher, included different grade levels and subjects.Instructed students individually and in groups, using various methods such as lectures, discussions and demonstrations.

• 

  Foundations Consulting Group

  • Personal Assistant

    • Oct 1998 - Aug 2010

    Coordinated activities of President’s daily and weekly schedule.Administered all outgoing and incoming documents.Managed President’s office in his absence.

• 

  New Albany—Floyd County School Corporation

  • Instructional Assistant

    • Sep 2006 - Aug 2007

    Collaborated with co-workers, teachers and principal to maintain a “partnership” environment.Directed the educational and social development of students under the guidance of the head teacher.Provided support for individual students to enable them to fully participate in activities.

• 

  Foundations Consulting Group Inc

  • Office Manager

    • Aug 1997 - Oct 1998

    Answered incoming phone calls.Coordinated support hotline for all existing clients.Administered all invoicing and payment collections for clients.

• 

  National City Bank

  • Loan Administrator II

    • Jun 1992 - Sep 1994

    Quality controlled six loan processors’ daily work.Processed monthly exception report and distributed to loan officers.Advised and managed six loan processors with daily problems.Served as a liaison between loan officers and administrative assistants.Entered data using Excel to produce a monthly productivity report.Designed and implemented a four-day work week schedule for Commercial Loan Operations.

• 

  First National Bank

  • United States
  • Banking
  • 700 & Above Employee

  • Loan Documentation Specialist

    • Jun 1989 - Jun 1992

    Reviewed 90 loan packages completed by loan processors per day.Quality controlled 90 commercial and consumer note packages per day.Resolved 10 problem inquiries per day.Documented loan exceptions for retail and corporate lending areas.Provided assistance to loan officers for loan documentation issues.Participated in a conversion team project for automation of loan documentation process/system.

  • Loan Documentation Processor I & II

    • May 1987 - Jun 1989

    Reviewed 25 credit approvals per day.Processed 25 consumer and commercial notes per day.Documented 15 collateral document exceptions per day.

  • Collateral Control Clerk

    • May 1985 - May 1987

    Filed 100 collateral documents per day.Assisted loan officers with their collateral files.

• 

  National Processing Company

  • Proof Operator

    • Dec 1983 - May 1985

    Encoded 10,000 credit card payments per day for various merchants.