Experience

First Harrison Bank

• United States
• Banking
• 1 - 100 Employee

• Retail Market Manager

  • May 2022 - Present

• Branch Manager

  • Sep 2015 - May 2022



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Officer

  • Mar 2013 - Sep 2015

  For over 17 years, the key to my success is hard work and integrity. My clients know that they are my number one priority and they make me their number one resource when it comes to buying, building, renovating or refinancing. Responsible for providing lending clients with sound advice as it relates to all lending needs: Home Purchase Financing, Home Refinaning, Construction Perm Financing and Renovation Financing. This was done by gaining full understanding of client needs by properly profiling, and then with a consultative approach make a recommendation that meets needs of client and BB&T. Playing crucial in advocating for Internal Partners (Market Leaders, Investment Advisor, Wealth Management and Small Business Officer) involvement to fully implement a comprehensive plan that is tailored to each client. Observe fully all BB&T policies and procedures related to lending both internal and external regulations. Show less



Transamerica Agency Network

• United States
• Financial Services
• 700 & Above Employee

• Career Agent

  • May 2012 - Mar 2013

  As a Career Agent, it is about creating a better financial future for the clients you engage each day. Play a critical role in helping individuals, families and businesses realize their financial dreams. Provide a diverse portfolio of financial products and solutions to help meet clients both short and long-term goals. Work with new and current clients to help them reach their protection, savings and retirement goals by using proven financial strategies. Grow a client portfolio base by networking with individuals throughout the community and continuously prospecting. • Continuously prospecting • Schedule 12 to 15 appointments with new and current clients • Business calling • Problem and conflict resolution • Need based selling presentations for life protection and annuities • Work independently to grow a client portfolio • Implement solutions to protect with life insurance, cancer insurance and annuities • Quickly build rapport to put enforce protection and ask for referrals Show less



Oversized Escort Company

• Business Owner

  • May 2012 - May 2012

  Business owner in an Oversized Pilot Escort Vehicle company with a role in maintaining all financial reports, accounting, billing, and recruiting talent. Foster an environment in which clients would enjoy high levels of service and drivers are motivated to deliver top performance with continued focus on safety. Manage all aspect of business from marketing to daily vehicle maintenance. Produce weekly, monthly, and quarterly reports Collaborate with Trucking Companies, individual drivers, and each state Department of Transportation to insure compliance Processed payroll Recruiting Created Business Marketing material Maintained budget Processed billing for services rendered Maintained account receivable report to ensure timely payment Show less



MainSource Bank

• United States
• Banking
• 100 - 200 Employee

• Branch Manager

  • Jan 2009 - Jan 2012

  As Branch Manager I was fully responsible for growth related to sales in deposits and lending as well as complying with all audit requirements in the banking center. Main task included driving Small Business Development by Business to Business marketing via face to face calling efforts, letters, and phone calls. Pooled resources with Sales Associates, Commercial Lending Officers, and Wealth Management team to make available a comprehensive financial plan to better client’s future. Directed 4 team members, in a fairly new location to being ranked in top 6 branch in company for first quarter 2012. Was the Business to Business Calling Officer Engage in providing direct customer service and selling and cross-selling bank products Developed Annual Branch Business Plan to achieve quarterly and annual organizational goals Problem solving and resolution Handle all Consumer and Small Business Lending Create Weekly and Monthly Action Plans for all team members Processed and approved expense reports Designed spreadsheets and tracking projects Prospecting Approved all monthly audit reports Recruiting Analyzed weekly production reports Processed payroll and approved time Schedule and conduct weekly coaching session with each team member Zero audit infractions Responsible for administering the branch in a courteous, efficient and effective manner to promote deposit and loan growth Developed new customers by selling various bank products and services Supervises and provides effective sales leadership to branch staff Show less



PNC BANK

• Licensed Financial Sales Consultant II

  • Jan 2006 - Jan 2009

  Responsible for promoting the bank’s growth through the profitable expansion of retail lending and deposit services by cross selling all bank products. Had the opportunity to combine entrepreneurial with the structure to help you meet the needs of the client. Identify the financial needs of the customer and recommend solutions to meet those needs. Used sales experience, product and procedural knowledge, and willingness to persuasively guide customer issues towards quick resolution. Responsible for promoting the bank’s growth through the profitable expansion of retail lending and deposit services by cross selling all bank products. Had the opportunity to combine entrepreneurial with the structure to help you meet the needs of the client. Identify the financial needs of the customer and recommend solutions to meet those needs. Used sales experience, product and procedural knowledge, and willingness to persuasively guide customer issues towards quick resolution.