Experience

Veritis Group Inc
• United States
• IT Services and IT Consulting
• 1 - 100 Employee
• Director of Recruiting / Talent Acquisition / Communications and Client Relationship Success Manager

  • Feb 2009 - Present


Bank of America

• United States
• Banking
• 700 & Above Employee

• Assistant Vice President

  • Apr 2005 - Feb 2009

  • Managed the overall Sales, Operations and Customer Delight goals for one of the most critical Bank of America Banking Centers in the Northern Texas Region while ensuring all compliance standards are met protecting bank assets at all times. • Created a team culture of associates demonstrating a high sense of urgency to manage priorities while ensuring they are up to date on their product knowledge such as mortgages, business loans, investment options, to name a few. Well trained… Show more • Managed the overall Sales, Operations and Customer Delight goals for one of the most critical Bank of America Banking Centers in the Northern Texas Region while ensuring all compliance standards are met protecting bank assets at all times. • Created a team culture of associates demonstrating a high sense of urgency to manage priorities while ensuring they are up to date on their product knowledge such as mortgages, business loans, investment options, to name a few. Well trained staff is a key resource to customer satisfaction. • Exceeded and maintained one of the highest client delight scores by building strong relationships. • Delivered strong results and often exceeded quarterly and annual Sales Goals results for Consumer and Business Checking, Deposits, KTC (Keep the Change), OLB (Online Banking), Consumer Real Estate Mortgages, Business Loans, BCE’s (Business Credit Express Line of Credits) and EOP (Easy Online Payroll). • Attracted and retained a high net worth of client relationships by building personal rapport, continually engaging and offering financial solutions suitable for client needs. Qualified clients were referred to our Premier or Private Banking, Large Corporate or Commercial Lines of Business Partners. • Developed a team capable to work in a fast paced environment and used a multi-facet training approach that combined role-play, personal coaching, effective questioning techniques and hands on approach with inspection processes in place around deliverance of key performance measures. • Mentored associates to incorporate “Selling the Bank of America” way techniques to enhance their relationship deepening skills with existing and new clients. • Conducted Individual Developmental Plan (IDP) reviews with associates to help them maximize their potential, exceed goals in all parameters and best determine their career path promoting inclusive meritocracy. Show less • Managed the overall Sales, Operations and Customer Delight goals for one of the most critical Bank of America Banking Centers in the Northern Texas Region while ensuring all compliance standards are met protecting bank assets at all times. • Created a team culture of associates demonstrating a high sense of urgency to manage priorities while ensuring they are up to date on their product knowledge such as mortgages, business loans, investment options, to name a few. Well trained… Show more • Managed the overall Sales, Operations and Customer Delight goals for one of the most critical Bank of America Banking Centers in the Northern Texas Region while ensuring all compliance standards are met protecting bank assets at all times. • Created a team culture of associates demonstrating a high sense of urgency to manage priorities while ensuring they are up to date on their product knowledge such as mortgages, business loans, investment options, to name a few. Well trained staff is a key resource to customer satisfaction. • Exceeded and maintained one of the highest client delight scores by building strong relationships. • Delivered strong results and often exceeded quarterly and annual Sales Goals results for Consumer and Business Checking, Deposits, KTC (Keep the Change), OLB (Online Banking), Consumer Real Estate Mortgages, Business Loans, BCE’s (Business Credit Express Line of Credits) and EOP (Easy Online Payroll). • Attracted and retained a high net worth of client relationships by building personal rapport, continually engaging and offering financial solutions suitable for client needs. Qualified clients were referred to our Premier or Private Banking, Large Corporate or Commercial Lines of Business Partners. • Developed a team capable to work in a fast paced environment and used a multi-facet training approach that combined role-play, personal coaching, effective questioning techniques and hands on approach with inspection processes in place around deliverance of key performance measures. • Mentored associates to incorporate “Selling the Bank of America” way techniques to enhance their relationship deepening skills with existing and new clients. • Conducted Individual Developmental Plan (IDP) reviews with associates to help them maximize their potential, exceed goals in all parameters and best determine their career path promoting inclusive meritocracy. Show less



TCF Bank/TCF Investments, Inc.

• Bank Officer/Registered Investment Representative/Branch Manager

  • Jan 2001 - Apr 2005

  • Developed a strategic plan to ensure compliance with federal regulations including but not limited to USA Patriot Act, Anti-Money Laundering and Bank Secrecy Act. • Increased account relationship with existing clients and attracted new businesses by introducing new products and services. • Prepared performance evaluations and reviews for staff and managed sales and service activities to assure sales goals and parameters for both retail and investments are achieved. • Developed a strategic plan to ensure compliance with federal regulations including but not limited to USA Patriot Act, Anti-Money Laundering and Bank Secrecy Act. • Increased account relationship with existing clients and attracted new businesses by introducing new products and services. • Prepared performance evaluations and reviews for staff and managed sales and service activities to assure sales goals and parameters for both retail and investments are achieved.

• Assistant Manager/Registered Investment Representative

  • Jun 1999 - Jan 2001

  • Ensured the security of bank personnel, clients and assets by monitoring adherence by staff to all established bank securities, policies and procedures. · Solicited and identified potential clients through counter transactions, incoming telephone inquiries, as well as prospecting target clients. • Ensured the security of bank personnel, clients and assets by monitoring adherence by staff to all established bank securities, policies and procedures. · Solicited and identified potential clients through counter transactions, incoming telephone inquiries, as well as prospecting target clients.



TCF Bank

• Banking
• 700 & Above Employee

• Customer Sales Service Rep / Fraud Specialist

  • Jan 1998 - Jun 1999

  • Deepened relationships with existing clientele by using portfolio management reports and conducted outreach activities to attract new businesses. • Handled fraud claims by arranging issuance of provisional credit and completing all preliminary procedures involved in the investigative phase of the fraud resolution. • Deepened relationships with existing clientele by using portfolio management reports and conducted outreach activities to attract new businesses. • Handled fraud claims by arranging issuance of provisional credit and completing all preliminary procedures involved in the investigative phase of the fraud resolution.