Bio
Experience
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Senior Branch Manager/Vp
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Board Member
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Dec 2023 - Present
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United States
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Financial Services
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700 & Above Employee
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Business Banking Relationship Manager
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Apr 2022 - Present
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Senior Branch Manager/VP
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May 2016 - May 2022
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United States
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Banking
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700 & Above Employee
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Business Banking Specialist/VP
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Oct 2014 - Jul 2015
Provide expert advice and service to business customers. Building and managing lifelong customer relationships. Focus on lending to businesses with annual revenues of $1M to $5M. Responsible for cross selling bank products such as Treasury Management services and Merchant Services via partnership with First Data. Pre-qualify prospects by reviewing financial statements ad performing pre-underwriting requirements. Assisted with coaching personal bankers and branch managers regarding business banking strategies.
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General Branch Manager/VP
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Sep 2010 - Oct 2014
General Manager/VP, Huntington Bank, Columbus, OH — 2010-2014High profile management position accountable for soliciting business accounts and developing strategic alliances with clientele. Managed staff ranging from 6 to 10 employees including personal bankers, teller supervisor, and tellers. Develop tactics to increase balance sheet and profitability of the bank within the branch community. Devise and implement innovative marketing principles and promotional sales events & projects for the NE District to further support financial growth. Cross-sell bank products and services to clientele. Participate in community events to position the bank as a leader in the branch territory.Highlights - Finished as the #1 Branch Manager in Sales and Overall Performance summary in all of Huntington Bank in 2012! Finished as the #1 Branch General Manager in Overall Performance Summary in all of Huntington Bank in 2013! Promoted to Assistant Vice President within 2 years of working for Huntington Bank. Promoted to Branch General Manager & VP within 3 years of working at Huntington Bank. Segment Leader for the District in Risk in 2012, Revenue in 21013 and Sales in 2014. Served on the Huntington Bank Retail/Business Banking Advisory Board in 2014.
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JPMorgan Chase & Co.
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Gahanna, Ohio
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Senior Personal Banker, Assistant Vice President
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Aug 2005 - Aug 2010
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Gahanna, Ohio
Assisted Branch Manager with daily operations for the retail bank, including branch sales, business development, customer service, and credit analysis. Counsel high net worth clients regarding investment opportunities, risk analysis, and monetary returns. Analyze financial statements and pertinent information to determine credit worthiness of prospective customers. Mentored new and struggling bankers.
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Education
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2003 - 2003Canadian Institute of English
TESOL, English
Suggested Services
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Industry Focus. “Banking and Financial Services”
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