Experience

Bank of Central Florida

• United States
• Banking
• 1 - 100 Employee

• Vice President Treasury Management Leader

  • Mar 2021 - Present

  Tampa, Florida, United States Serve clients by providing Treasury Management solutions in an efficient courteous manner for commercial clients. Responsible for new business development and growth of existing customer relationships. Assist in growth of Treasury Sales and Support Team.



Woodforest National Bank

• United States
• Banking
• 700 & Above Employee

• Vice President Cash Management Sales Officer

  • Mar 2020 - Present

  Tampa/St. Petersburg, Florida Area



Centennial Bank

• United States
• Banking
• 700 & Above Employee

• Treasury Managment Advisor

  • Aug 2015 - Mar 2020

  Tampa/St. Petersburg, Florida Area Perform operations functions related to production of Treasury Management offerings Prepare proforma account analysis statements and presentations Prepare aggrements for Treasury Services Serves as trusted advisor, leveraging core knowledge to recommend and promote Treasury Management Solutions to clients while working within the risk parameters that protect the bank Online Banking Service Sales, installations and ongoing client questions Remote Deposit Sales, Installations and… Show more Perform operations functions related to production of Treasury Management offerings Prepare proforma account analysis statements and presentations Prepare aggrements for Treasury Services Serves as trusted advisor, leveraging core knowledge to recommend and promote Treasury Management Solutions to clients while working within the risk parameters that protect the bank Online Banking Service Sales, installations and ongoing client questions Remote Deposit Sales, Installations and on-going client assistance Attention to detail and adherence to policies and procedures Train Lending Team on Treasury Management to grow sales opportunities Work closely with implementation colleagues to ensure smooth hand-off of requests Participate in regular client calls with Lenders, Portfolio Managers and internal partners Take ownership of escalating Treasury Management clients issues to the appropriate partner, follow up and leverage the appropriate resources to champion results Show less



Bay Cities Bank

• Commerical Services Specialist

  • May 2013 - Aug 2015

  Tampa/St. Petersburg, Florida Area Responsible for performing operational support duties of the Commercial Services Department Monitor items deposited remotely for inconsistencies and suspious activity Obtain approval for large items and place hold when's necessary Assist with Annual Renewals for Wire and ACH Customers Help train new employees as they come into the Commerical Services Department Setup and monitor new Business Electronic Banking customers Assist with Lockbox deposits

• Personal Banking Representative

  • Jun 2007 - May 2013

  South Tampa Office Opened South Tampa location Opening new accounts and gather appropriate documentation Follow government regulations Understand and comply with CIP policies and procedures Identify cross sell opportunities Normal business related telephone contact/client service Occasional Teller Assistance



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Service Transaction Specialist

  • Apr 2003 - Jun 2007

  Boot Ranch Office Opening accounts General customer inquiries Follow banking regulations Loan source referral Occasional Teller assistance.