Treasury Management Representative

• Oct 2022 - Present

Marketing Account Executive

• 2017 - Oct 2022

Marketing/Business Development Director

• Jan 2013 - Oct 2017

Personal Banker

• May 2012 - Jan 2013

• Establish customer relationships, prospect, conduct face-to-face meetings and follow up with clients. • Exercise strong decision making abilities and problem solving skills. • Demonstrate a deep understanding of products and present benefits • Establish customer relationships, prospect, conduct face-to-face meetings and follow up with clients. • Exercise strong decision making abilities and problem solving skills. • Demonstrate a deep understanding of products and present benefits

Coach

• Sep 2005 - Oct 2012

Proven leader who is self-motivated and enthusiastic Outstanding oral communicator with vast presentation experience Skilled motivator that fosters team work and can stimulate others Competent organizer with the ability to function smoothly in pressure situations Capable manager that projects a strong professional image Proven leader who is self-motivated and enthusiastic Outstanding oral communicator with vast presentation experience Skilled motivator that fosters team work and can stimulate others Competent organizer with the ability to function smoothly in pressure situations Capable manager that projects a strong professional image

Branch Manager

• Sep 2006 - Jun 2011

Manage sales of bank products; personal and small-business, operations, customer service and teller activities at banking office. Supervise hiring, training, staffing, and coaching of Customer Service Representatives and Personal Bankers. Manage sales of bank products; personal and small-business, operations, customer service and teller activities at banking office. Supervise hiring, training, staffing, and coaching of Customer Service Representatives and Personal Bankers.

Branch Manager

• May 2004 - Sep 2006

Responsible for the day-to-day activities of the branch; managed the entire sales and service process of bank products to personal and small-business customers. Trained and coached employees in the areas of sales and customer service. Responsible for the day-to-day activities of the branch; managed the entire sales and service process of bank products to personal and small-business customers. Trained and coached employees in the areas of sales and customer service.

Registered Representative

• Sep 2001 - May 2004

Set appointments with prospective life insurance and investment clients via cold calling, seminars and referrals. Sold annuity, life insurance and mutual fund products as part of an entire financial profile to help assist with clients’ short and long term financial goals. Series 6 and Ohio Life and Health licensed. Set appointments with prospective life insurance and investment clients via cold calling, seminars and referrals. Sold annuity, life insurance and mutual fund products as part of an entire financial profile to help assist with clients’ short and long term financial goals. Series 6 and Ohio Life and Health licensed.