Experience

Renasant Bank

• United States
• Banking
• 700 & Above Employee

• Inside Treasury Management Sales Manager-First Vice President

  • Mar 2020 - Present

  Atlanta, Georgia, United States -Primary responsibilities include developing and managing a team of Treasury Management sales professionals for AL, FL, GA, MS, and TN. -Coach team on Treasury Management product sales, pricing, profitability, contract structure, risk management and market intelligence. -Partner with senior executives, including Consumer Banking Area Managers, and Business Banking Area Managers to ensure that attrition from the portfolio is minimized and that portfolio goals for financial growth are… Show more -Primary responsibilities include developing and managing a team of Treasury Management sales professionals for AL, FL, GA, MS, and TN. -Coach team on Treasury Management product sales, pricing, profitability, contract structure, risk management and market intelligence. -Partner with senior executives, including Consumer Banking Area Managers, and Business Banking Area Managers to ensure that attrition from the portfolio is minimized and that portfolio goals for financial growth are met. -Lead my team with integrity and create an environment where my team members feel included, valued, and supported.

• Senior Treasury Management Sales Officer-VP for GA and FL

  • Sep 2019 - Mar 2020

  Greater Atlanta Area •Develop new business with a designated portfolio of middle market prospects and clients. •Collaborate with relationship managers to cross-sell treasury management products. •Manage a growing portfolio of treasury management clients. •Monitor customer usage to identify, customer attrition, maximize fee income, and maintain sound risk management practices. •Access my client's business environments, strategies, and industry to provide the best solution for their… Show more •Develop new business with a designated portfolio of middle market prospects and clients. •Collaborate with relationship managers to cross-sell treasury management products. •Manage a growing portfolio of treasury management clients. •Monitor customer usage to identify, customer attrition, maximize fee income, and maintain sound risk management practices. •Access my client's business environments, strategies, and industry to provide the best solution for their situation. •Identify potential new business opportunities and provide the appropriate solutions. •Promote sales through frequent client meetings and discussions covering new products, market and industry developments. •Develop strategic sales plans in coordination with client managers and other colleagues as appropriate. •Manage sales process to include proposal and implementation. •Support the bank's strong relationship banking culture through on-going customer contact, written call reports, quality customer service and superior product knowledge. *Promoted to Inside Treasury Management Sales Manager.



Bank OZK

• United States
• Banking
• 700 & Above Employee

• Vice President, Treasury Management Services for GA and East AL

  • May 2014 - Sep 2019

  Greater Atlanta Area •Developed new business with a designated portfolio of middle market prospects and clients. •Collaborated with relationship managers to cross-sell treasury management products. •Managed a growing portfolio of treasury management clients. •Monitored customer usage to identify, customer attrition, maximized fee income, and maintained sound risk management practices. •Accessed my client's business environments, strategies, and industry to provide the best solution for their… Show more •Developed new business with a designated portfolio of middle market prospects and clients. •Collaborated with relationship managers to cross-sell treasury management products. •Managed a growing portfolio of treasury management clients. •Monitored customer usage to identify, customer attrition, maximized fee income, and maintained sound risk management practices. •Accessed my client's business environments, strategies, and industry to provide the best solution for their situation. •Identified potential new business opportunities and provide the appropriate solutions. •Promoted sales through frequent client meetings and discussions covering new products market and industry developments. •Developed strategic sales plans in coordination with client managers and other colleagues as appropriate. •Managed sales process to include proposal and implementation. •Supported the bank's strong relationship banking culture through on-going customer contact, written call reports, quality customer service, and superior product knowledge. •Assisted and traveled on the merger and acquisition team. Show less



Westwood College - Denver North

• United States
• Education Management
• 700 & Above Employee

• Adjunct Professor of Business and Management

  • Jan 2013 - May 2015

  Metro Atlanta Experienced in facilitating these business courses selections: Business Management, Marketing and Sales Management, Human Resources Management, Business Law, Employee Development, Business Ethics, Small Business Management, Business Development, Customer Service Management, Personal Financial Management, and Credit Counseling. •Teach material from approved curriculum in accordance with assigned schedule to ensure student satisfaction. •Assist students in achieving completion of… Show more Experienced in facilitating these business courses selections: Business Management, Marketing and Sales Management, Human Resources Management, Business Law, Employee Development, Business Ethics, Small Business Management, Business Development, Customer Service Management, Personal Financial Management, and Credit Counseling. •Teach material from approved curriculum in accordance with assigned schedule to ensure student satisfaction. •Assist students in achieving completion of objectives and learning outcomes. •Provide regular and timely feedback to students. •Participate in school retention initiatives by maintaining productive conduct with students and by getting in touch with and offering assistance to absent students. •Advise students in matters related to academics, attendance, and behaviors. •Motivate student to actively participate in all aspects of the educational process. •Maintain and report student grades and attendance in accordance with university policies. •Currently maintaining a student attrition rate of 10% or lower per class Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President, Business Banker for Metro Atlanta

  • Jul 2013 - Jan 2014

  Greater Atlanta Area •Manage the branch’s current book of business, as well as seek new business customers with annual sales of 250k to 5 mm. •Develop and maintain valuable partnerships with Branch Manager, Relationship Banker and other lines of business. •Act as small business expert within the branch, including training of Personal Bankers as needed. •Leverage appointments and referrals to work with business customers primarily in the branch and actively cross-sell products. •Schedule and conduct… Show more •Manage the branch’s current book of business, as well as seek new business customers with annual sales of 250k to 5 mm. •Develop and maintain valuable partnerships with Branch Manager, Relationship Banker and other lines of business. •Act as small business expert within the branch, including training of Personal Bankers as needed. •Leverage appointments and referrals to work with business customers primarily in the branch and actively cross-sell products. •Schedule and conduct appointments with warm prospects. •Accountable for the execution of risk management/compliance protocols in the sales process. •Attend monthly check in meetings with the Branch Manager, District Manager, Business Banker or Private Banker to review partnership and discuss servicing, referrals and pending prospects Show less



Regions Bank

• United States
• Banking
• 700 & Above Employee

• Assistant Vice President, Workplace Banking/Financial Education Coordinator for GA/SC

  • Jul 2010 - Jul 2013

  Greater Atlanta Area •Traveled within the Georgia and South Carolina markets to conduct corporate meetings with CEOs, CFOs, and Directors of Human Resources. •Provided financial education seminars to colleges, universities, and corporations •Responsible for developing and managing a commercial client portfolio for Georgia and South Carolina markets. •Executed on Regions Bank initiatives and maximize internal and external resources to achieve client satisfaction. •Coach, mentor and train 165 retail… Show more •Traveled within the Georgia and South Carolina markets to conduct corporate meetings with CEOs, CFOs, and Directors of Human Resources. •Provided financial education seminars to colleges, universities, and corporations •Responsible for developing and managing a commercial client portfolio for Georgia and South Carolina markets. •Executed on Regions Bank initiatives and maximize internal and external resources to achieve client satisfaction. •Coach, mentor and train 165 retail banking associates on workplace banking/ personal financial educational program and guidelines. •Always ranked in the top ten markets within the company for new quality household growth.

• Consumer/Business Banking Branch Manager, Assistant Vice President

  • Jul 2008 - Jul 2010

  Greater Atlanta Area •Responsible for the administration and efficient daily operation of a full service branch office, including operations, lending, and customer service. •Developed new deposit and loan business; provide a superior level of customer relations and promote the sales and service culture through coaching, guidance and staff motivation; achieve individual and branch sales goals through new business sales, referrals and retention of account relationships. •Managed a loan and deposit portfolio of… Show more •Responsible for the administration and efficient daily operation of a full service branch office, including operations, lending, and customer service. •Developed new deposit and loan business; provide a superior level of customer relations and promote the sales and service culture through coaching, guidance and staff motivation; achieve individual and branch sales goals through new business sales, referrals and retention of account relationships. •Managed a loan and deposit portfolio of $52 million and continually expand referral network through COI and partners. •Worked on the merger and acquisition retail banking team. • Promoted to Workplace Banking/Financial Education Coordinator for GA/SC.



Sears

• United States
• Retail
• 700 & Above Employee

• Commercial Sales Account Manager

  • Oct 2007 - Jul 2008

  Greater Atlanta Area •Increased and managed direct sales volume of $2 million for northwest Atlanta counties. •Attained sales and margin goals through new account development and continued relationships with current customer accounts. •Plan market and lead generation. •Met standards of new business development and new account acquisition. •Maximized utilization of the Builder Resource Center. •Achieved delivery income goals by supporting business pricing strategies. •Presented product and… Show more •Increased and managed direct sales volume of $2 million for northwest Atlanta counties. •Attained sales and margin goals through new account development and continued relationships with current customer accounts. •Plan market and lead generation. •Met standards of new business development and new account acquisition. •Maximized utilization of the Builder Resource Center. •Achieved delivery income goals by supporting business pricing strategies. •Presented product and service offerings to customers. •Participated with various Trade associations to develop new customer base. •Adhered to all local distributor product policies and procedures and all company guidelines for professional and ethical conduct. •Demonstrated Sears Leadership Principles (Customer Focus, Change Management, Drive for Results, Teamwork, Performance Management, and Diversity/Inclusiveness). Show less



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• District Consumer Lending Sales Lead/Coach

  • Mar 2002 - Oct 2007

  Greater Atlanta Area •Supported DM by providing management direction for 60 retail branches with a portfolio of $178 million plus in consumer loans. •Designed and executed successful lending marketing plan for the sale of credit and transaction products/services. •Trained, developed, coached and supervised retail employees. •Received an Award for Top Consumer Lending Coach. •Promoted to review, examine and underwrite loans for GA,… Show more •Supported DM by providing management direction for 60 retail branches with a portfolio of $178 million plus in consumer loans. •Designed and executed successful lending marketing plan for the sale of credit and transaction products/services. •Trained, developed, coached and supervised retail employees. •Received an Award for Top Consumer Lending Coach. •Promoted to review, examine and underwrite loans for GA, TN, AL, SC, and NC states to ensure soundness, business value and compliance with the company standards. •Exceeded loan goal by 25% received a CEO Award. Show less