Experience

Baker Hill
• United States
• Banking
• 100 - 200 Employee
• Education Services Associate

  • Feb 2022 - Present


The National Bank of Indianapolis

• United States
• Banking
• 200 - 300 Employee

• Treasury Management Implementation Officer

  • Jul 2020 - Nov 2021

  ● Prioritize, implement, and leverage resources to achieve cost-effective solutions to meet customer and business needs.● Responsible for ensuring new clients are quickly established and trained in 10+ treasury management systems.● Review existing relationships to maintain a high retention rate and seek additional opportunities for profit growth and client satisfaction.● Track and report client product utilization and market penetration rates to establish key business focus areas. Reported key metrics to executive leadership.● Manage vendor relationship with Elavon Merchant Services as a referral bank. Show less

• Treasury Management Product Implementation Specialist

  • Nov 2014 - Jul 2020

  ● Managed 110 customer implementations in 2019, including new implementations and conversions for existing clients.● Tracked and reported client product utilization rates and market penetration rates to establish key business focus areas.● Interfaced directly with customers and utilized communication and conflict resolution skills to maintain positive customer relationships.● Maintained all previous Elavon Community Bank Agent Merchant Services Representative responsibilities.

• Merchant Services Representative

  • Nov 2008 - Nov 2014

  ● Managed sales activities including onsite sales calls, preparation of statement comparisons, and proposals.● Maintained a portfolio of 275+ clients accounting for $300k in annual revenue. ● Routinely contacted clients to determine needs and provide solutions to strengthen customer relationships and increase sales.● Maintained a strong understanding of Elavon products and how they applied to clients.



Old National Bank

• United States
• Banking
• 700 & Above Employee

• Assistant Branch Manager

  • Jan 2008 - Nov 2008

  ● Managed a team of five direct reports, and responsible for $300,000 in new loan production in Q4. ● Discovered investment needs and engaged investment partners to write new business. ● Reviewed and modified branch loan turndowns to establish alternate products to enhance the client’s banking needs. ● Gained new business accounts via in-person cold-calls and Bank-at-Work presentations. ● Managed a team of five direct reports, and responsible for $300,000 in new loan production in Q4. ● Discovered investment needs and engaged investment partners to write new business. ● Reviewed and modified branch loan turndowns to establish alternate products to enhance the client’s banking needs. ● Gained new business accounts via in-person cold-calls and Bank-at-Work presentations.



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Jan 2005 - Jan 2008

  ● Responsible for 50% of the branch’s yearly consumer goals, including $3.6M in loans, 258 new checking accounts, $1.0M in investments and $1.3M mortgages referrals. Exceeded yearly production goal by 8%. ● Analyzed client’s current portfolio, and developed solutions for financial growth. ● Selected by senior management to manage the opening of a new market office, based on ability to build and expand customer base. ● Held Life, Series 6 & 63 License. ● Responsible for 50% of the branch’s yearly consumer goals, including $3.6M in loans, 258 new checking accounts, $1.0M in investments and $1.3M mortgages referrals. Exceeded yearly production goal by 8%. ● Analyzed client’s current portfolio, and developed solutions for financial growth. ● Selected by senior management to manage the opening of a new market office, based on ability to build and expand customer base. ● Held Life, Series 6 & 63 License.



Den-Mat

• United States
• Plastics Manufacturing

• Account Manager

  • Dec 2003 - Feb 2005

  ● Accountable for $1.1k/day in product sales; exceeded goal by managing customer relationships and identifying and providing solutions for unmet client needs. ● Accountable for $1.1k/day in product sales; exceeded goal by managing customer relationships and identifying and providing solutions for unmet client needs.