Experience

United Community Bank

• United States
• Banking
• 500 - 600 Employee

• AVP/Portfolio Manager

  • Mar 2022 - Present

• AVP/Portfolio Specialist II

  • Oct 2021 - Mar 2022



Aquesta Bank

• United States
• Banking
• 1 - 100 Employee

• Commercial Client Relationship Manager

  • Sep 2019 - Oct 2021

  Responsible for partnering with Commercial Relationship Bankers in sales, service, retention and portfolio management activities. Responsible for partnering with Commercial Relationship Bankers in sales, service, retention and portfolio management activities.



First National Bank of Pennsylvania formerly Yadkin Bank

• Statesville, NC

• Branch Manager

  • Dec 2000 - Sep 2019

  Responsibilities include consumer/small business lending, portfolio management, management of branch operations and staff to include internal/external account opening, cross-sell products to ensure customer's financial needs are met including services with internal/external partners, coaching staff to enhance their commitment and capability to handle customer interactions, growing deposit and loan relationships with new and existing clients. Responsibilities include consumer/small business lending, portfolio management, management of branch operations and staff to include internal/external account opening, cross-sell products to ensure customer's financial needs are met including services with internal/external partners, coaching staff to enhance their commitment and capability to handle customer interactions, growing deposit and loan relationships with new and existing clients.



Brett Hill Orthodontics

• Huntersville

• Office Manager/Financial Coordinator

  • Oct 1994 - Dec 2000

  Patient interview and data collection for system input, filed insurance claims and set up payment plans for clients, development of day to day organizational procedures. Patient interview and data collection for system input, filed insurance claims and set up payment plans for clients, development of day to day organizational procedures.



First Charter National Bank

• Cornelius

• Teller/Customer Service Representative

  • Oct 1992 - Oct 1994

  Process customer transactions in a timely, efficient courteous manner, cross sell additional products to fulfill customer financial needs, balance ATM daily and process all ATM deposits, back - up head teller, balancing vault, cash shipments, audits, open new accounts and process maintenance on existing accounts. Process customer transactions in a timely, efficient courteous manner, cross sell additional products to fulfill customer financial needs, balance ATM daily and process all ATM deposits, back - up head teller, balancing vault, cash shipments, audits, open new accounts and process maintenance on existing accounts.



First Union National Bank

• Cornelius

• Teller

  • Feb 1989 - Oct 1992

  Drive thru teller processing customer transactions in a timely, efficient, courteous manner, cross sell additional products to fulfill customer financial needs. Drive thru teller processing customer transactions in a timely, efficient, courteous manner, cross sell additional products to fulfill customer financial needs.