Experience

Watermark Bank

• United States
• Banking
• 1 - 100 Employee

• Director of Business Banking

  • Jun 2019 - Present

  A boutique bank focused on delivering highly personalized financial services to business owners, families and entrepreneurs. A boutique bank focused on delivering highly personalized financial services to business owners, families and entrepreneurs.



Bank of Oklahoma

• United States
• Financial Services
• 700 & Above Employee

• Private Banker III - Vice President

  • Dec 2016 - Jun 2019

  Primarily responsible for providing customized personal and commercial banking and lending for high net worth individuals. In partnering with Trust and Wealth Management Advisors, I can tailor-make the most creative and complex financial solutions available. Primarily responsible for providing customized personal and commercial banking and lending for high net worth individuals. In partnering with Trust and Wealth Management Advisors, I can tailor-make the most creative and complex financial solutions available.



MidFirst Bank

• Banking
• 700 & Above Employee

• Business Relationship Manager - VP

  • May 2014 - Nov 2016



Bank of Oklahoma

• United States
• Financial Services
• 700 & Above Employee

• Business Banking Expert II - VP

  • Jan 2011 - May 2014

  •Process & Product Development •Bring in new business customers by primarily working with the branch’s customer base and centers of influence to expand that customer base. •Completely profile new and existing customers to ensure cross-sell of business package •Help consumer bankers/branches make more money by driving business. •Indentify larger business opportunities and refer more complex customers to the Relationship Manager; identify consumer product opportunities and make the appropriate partner referrals. •Demonstrate expertise with all business products, policies and procedures; provide coaching/assistance/support to branch managers and consumer bankers in originating business products.



Chase

• United States
• Financial Services
• 700 & Above Employee

• Small Business Specialist

  • Oct 2008 - Jan 2011

  •Driving business sales and revenue growth. •Profiling new and existing customers to ensure cross-sell of deposits, credit, convenience and personal products. •Coaching and mentoring the entire branch team to uncover sales opportunities among both current and potential business customers, and to increase team comfort and effectiveness with business customers and prospects. •Process all business credit applications. HIGHLIGHTS: Ranked #6 Small Business Specialist in the Nation – 2010 National Achiever – 2010



Express Employment International

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Corporate Accountant/Franchise Accountant

  • Mar 2007 - Oct 2008

  •General Ledger Work (multiple franchises) •Accounts Payable (multiple franchises) •Tax Prep & Filing (multiple franchises) •Month End/Year End Reconciliations (multiple franchises) •Payroll Processing, including payroll tax filings (multiple franchises) •General Ledger Work (multiple franchises) •Accounts Payable (multiple franchises) •Tax Prep & Filing (multiple franchises) •Month End/Year End Reconciliations (multiple franchises) •Payroll Processing, including payroll tax filings (multiple franchises)