Experience

Fourth Capital

• Vice President Branch Manager

  • Jun 2020 - Present

  Nashville, Tennessee, United States



CapStar Bank

• United States
• Banking
• 100 - 200 Employee

• Financial Center Manager

  • Feb 2014 - Jun 2020

  Hendersonville CapStar Bank Branch Manager of the Hendersonville Office in Sumner County



Synovus

• United States
• Financial Services
• 700 & Above Employee

• Branch Manager

  • Jan 2012 - Feb 2014

  Hendersonville • Manage all the functions and staff of a medium full service branch. Accountable for the overall branch success, including branch portfolio, sales, customer service and support and staff development. • Develop and maintain a quality, diversified loan portfolio, including various types of loan programs: consumer, business, installment and real estate. • Utilize sales management training and tools to identify and refer current and prospective clients. Partner with private client… Show more • Manage all the functions and staff of a medium full service branch. Accountable for the overall branch success, including branch portfolio, sales, customer service and support and staff development. • Develop and maintain a quality, diversified loan portfolio, including various types of loan programs: consumer, business, installment and real estate. • Utilize sales management training and tools to identify and refer current and prospective clients. Partner with private client, financial planning, commercial banking, mortgage loan officers, and SBA Lenders to develop comprehensive banking relationships. • Create and maintain the branch business plan and / or sales activity plan. Direct sales and customer service activities for a variety of financial products and services. Deploy resources to optimize individual and team performances. • Hire, train, coach and develop branch staff in areas such as sales management, customer service, and compliance with company policies. Prepare and review performance plans for all staff. • Exercise administrative and executive control over functions of the office. Responsible for branch compliance with banks policies and procedures and operational integrity, and explanations of local programs, policies and objectives. • Direct the coordination and communication of sales, marketing and product initiatives within the branch. • Represent The Bank of Nashville within my community by actively serving in community organizations, participating in local chamber of commerce and other related leadership activities Show less



Fifth Third Bank

• United States
• Civic and Social Organizations

• Financial Center Manager

  • Oct 2004 - Jan 2012

  Hendersonville • Lead the Sales function for the financial center, setting the example and tone for a strong sales environment • Set priorities, direct and delegate sales responsibilities to the Relationship Manager and Customer Service Manager, and ensure follow through on the completion/implementation of the designated sales activities • Ensure that the financial center provides the public with banking services, credit decisions, and service for consumer and commercial loans. • Promote growth… Show more • Lead the Sales function for the financial center, setting the example and tone for a strong sales environment • Set priorities, direct and delegate sales responsibilities to the Relationship Manager and Customer Service Manager, and ensure follow through on the completion/implementation of the designated sales activities • Ensure that the financial center provides the public with banking services, credit decisions, and service for consumer and commercial loans. • Promote growth through the development of deposits, assets, fee-based services and the development and retention of new and existing customers. • Responsible for promoting company products and services in the community by making regular outside calls, to assist in the continuing growth of the office and company. • Provide the public with a team of employee's who are able to service all customer needs either directly or indirectly in a polite, friendly, capable and professional manner. • Responsible for providing employees timely, candid and constructive feedback; developing employees to their full potential and providing challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. • Consistently meet and exceed profit, deposit, and loan sales goals as defined by my Regional Manager. • Develop and maintain close relationships with assigned business partners, such as Mortgage Loan Officers, Business Banking Officers and Investment Representatives, to ensure that established goals for each business line are met. • Show less



State Street Bank

• AVP Client Services Team

  • Jul 1992 - Jul 2004

  • Promoted to Assistant Vice President of Client Service and immediately created efficiencies through the consolidation of two teams. Resulting team of 12 employees resolve over $200 billion (3,000) stock and bond income processing client inquiries per month for custody, broker/dealer and global market clients. • Reduced turnaround time for inquiries by 11% to an all-time high of 96% resolution within 72 hours despite an increase in inquiry volume. Team consistently recognized for having… Show more • Promoted to Assistant Vice President of Client Service and immediately created efficiencies through the consolidation of two teams. Resulting team of 12 employees resolve over $200 billion (3,000) stock and bond income processing client inquiries per month for custody, broker/dealer and global market clients. • Reduced turnaround time for inquiries by 11% to an all-time high of 96% resolution within 72 hours despite an increase in inquiry volume. Team consistently recognized for having top performers within the division and developed a strong reputation as the top team in the operation in handling high risk, high profile client issues. • Reduced turnover from 25% to 10% by establishing clear team and individual goals, capitalizing on individual strengths, providing constant feedback, coaching, encouragement, and establishing a motivated, enthusiastic work environment. • Innovated a report in Excel that enabled senior management to track and forecast compensation payments to multi-million dollar clients for the first time in the history of the operation. New process reduced risk and eliminated an average of $30,000 per year in overdraft costs to the bank. • Internally recruited to lead and coordinate all annual visits from fortune 500 global custody clients. Have received outstanding feedback from clients, executive management and sales regarding agenda preparation, communication, coordination, presentations, and tours. Results have been cross-selling opportunities and generation of additional revenue. Show less