AVP, Business Relationship Manager

• Oct 2022 - Present

I am a Small Business Relationship Manager providing white glove service to business owners. My goal is to offer tailored solutions to small business owners to assist them with overcoming obstacles that they personally or their business is experiencing. My coverage areas include: Phoenixville, Chestnut Hill, Plymouth Meeting, Trooper, Gateway, and Malvern I am a Small Business Relationship Manager providing white glove service to business owners. My goal is to offer tailored solutions to small business owners to assist them with overcoming obstacles that they personally or their business is experiencing. My coverage areas include: Phoenixville, Chestnut Hill, Plymouth Meeting, Trooper, Gateway, and Malvern

Secretary and Board Member

• Apr 2018 - Present

VP, Cluster Branch Leader II

• Nov 2021 - Oct 2022

My focus areas were small business account acquisitions, small business lending, lead generation, and business development in the Collegeville and Royersford markets My focus areas were small business account acquisitions, small business lending, lead generation, and business development in the Collegeville and Royersford markets

Market Manager III

• Jan 2019 - Nov 2021

I coached and developed a staff of 7 full time employees. I was responsible for the overall performance of the Paoli Market. The focus areas were new membership growth, loan origination, investment lead generation, and cross sales. Community involvement was also encouraged. I attended events at the Main Line Chamber of Commerce and was on the board for the Great Valley Chamber of Commerce.

Assistant Market Manager

• Aug 2016 - Dec 2018

Assistant Manager

• Oct 2015 - Jul 2016

Web Account Specialist

• Feb 2014 - Sep 2015

I strengthened and grew the member’s relationship with Citadel Credit Union by providing positive and appropriate banking solutions to member suggestions and concerns. I engaged with members through various digital channels such as web chat, email leads, website submissions, and secure messaging. I developed a complex relationship with prospects applying to join Citadel.

Senior Financial Services Representative & Financial Service Representative

• Jul 2011 - Feb 2014

I specialized in cross selling various products and services such as auto loans, mortgages, and scheduling investment appointments while building a successful book of business for my market. I was provided the opportunity to develop, train, and coach financial service representatives. I participated in afterhours outbound call nights with the goal of trying to generate new business for Citadel.

Personal Banker

• Aug 2010 - Jul 2011

Cross sold checking and savings accounts to existing and potential customers. Opened various accounts and cd’s for customers and preformed monthly teller, vault, and atm audits. Provided excellent customer service through phone and face to face inquiries. Trained new coworkers on teller and personal banker roles. Cross sold checking and savings accounts to existing and potential customers. Opened various accounts and cd’s for customers and preformed monthly teller, vault, and atm audits. Provided excellent customer service through phone and face to face inquiries. Trained new coworkers on teller and personal banker roles.