Experience

Independent Correspondent Bankers' Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President/Product Development Specialist

  • Apr 2023 - Present

  Frankfort, Kentucky, United States Manages and coordinates product development projects. Oversees complex research projects, analyzes results and provides recommendations based on findings. Evaluates and resolves technical feasibility, design optimization, and implementation issues. Ensures that labeling and marketing/promotional literature match product specifications. Researches and monitors existing client base and industry developments and identifies potential new product opportunities. Investigates and identifies new… Show more Manages and coordinates product development projects. Oversees complex research projects, analyzes results and provides recommendations based on findings. Evaluates and resolves technical feasibility, design optimization, and implementation issues. Ensures that labeling and marketing/promotional literature match product specifications. Researches and monitors existing client base and industry developments and identifies potential new product opportunities. Investigates and identifies new technologies that align with the organization’s mission and strategic initiatives. Works with other departments to establish a design, technology, product development, and vendor strategy. Manages project budgets and prepares financial analysis reports for executive management. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority of department processes.

• Vice President/Sales Team Manager

  • Feb 2021 - Mar 2023

  Frankfort, Kentucky, United States This position is an outside business to business sales leadership role requiring frequent travel to existing and potential community bank clients within an assigned market area. The Sales Manager will need to develop customer relationships, deliver sales presentations, follow up with key decision makers, and cross-sell a variety of products and services. The Sales Manager will need to be customer focused and capable of both; maintaining existing client relationships and developing new… Show more This position is an outside business to business sales leadership role requiring frequent travel to existing and potential community bank clients within an assigned market area. The Sales Manager will need to develop customer relationships, deliver sales presentations, follow up with key decision makers, and cross-sell a variety of products and services. The Sales Manager will need to be customer focused and capable of both; maintaining existing client relationships and developing new prospect relationships. The Sales Manager is expected to work semi-independently, with direct supervision and support from the Senior Loan Officer. In addition to the job duties listed above, the Sales Manager will oversee and supervise the Relationship Managers assigned to them by Executive Management

• Vice President Account Executive

  • Jan 2020 - Feb 2021

  Frankfort, KY Correspondent Calling officer for central region of Kentucky, Southern IL and Southern IN. Outside business to business sales to existing and potential community bank clients within an assigned market area. Develop customer relationships, deliver sales presentations, follow up with key decision makers, and cross-sell a variety of products and services. Capable of maintaining existing client relationships and developing new prospect relationships. Key strategic partner.



Independent Correspondent Bankers Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President/Sales Manager

  • Feb 2021 - Apr 2023

  Frankfort, Kentucky, United States



The Bankers'

• 1 - 100 Employee

• Assistant Sales Manager

  • Apr 2020 - Feb 2021

  Frankfort The Account Executive/Assistant Sales Manager will carry the duties of the Account Executive including being assigned a designated sales territory within the Company’s designated market footprint in an outside business to business (community bank) sales position; develop new and deepen current customer relationships; deliver sales presentations; follow up with key decision makers; cross-sell a variety of products and services; be customer focused and capable of both maintaining existing client… Show more The Account Executive/Assistant Sales Manager will carry the duties of the Account Executive including being assigned a designated sales territory within the Company’s designated market footprint in an outside business to business (community bank) sales position; develop new and deepen current customer relationships; deliver sales presentations; follow up with key decision makers; cross-sell a variety of products and services; be customer focused and capable of both maintaining existing client relationships and developing new prospect relationships; and is expected to work semi-independently, with direct supervision and support from the Sales Manager. In addition to the Account Executive Duties, the Account Executive/Assistant Sales Manager will be expected to cover for the Sales Manager in his/her absence. Additionally they will assist the Sales Manager with the Account Executive Team as defined below; will be responsible for the teams social media presence; and additional duties as assigned by the Sales Manager. Expected travel – 80% with 10-20% of that being expected overnight travel. Show less



The Bankers

• 1 - 100 Employee

• Assistant Vice President/Correspondent Calling Officer

  • Aug 2016 - Apr 2020

  Frankfort, Kentucky, United States Correspondent Calling officer for central region of Kentucky, Southern IL and Southern IN. Outside business to business sales to existing and potential community bank clients within an assigned market area. Develop customer relationships, deliver sales presentations, follow up with key decision makers, and cross-sell a variety of products and services. Capable of maintaining existing client relationships and developing new prospect relationships. Key strategic partner.


The Bankers' Bank of Kentucky
• Investment Services Rep/BSA Coordinator

  • Jun 2005 - Aug 2016

Sears, Roebuck and Co.
• United States
• Retail
• Customer Service Rep in Hardware/Lawn Garden

  • Jun 2000 - Mar 2001