A talented leader with expert team leadership, planning, and organizational skills built during a successful career. Smoothly equip employees to handle daily functions and meet customer needs independently. Diligent trainer and mentor with exceptional management abilities with results-driven approach.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Specialist Team Lead
First Horizon Bank
04.2023 - Current
Promote a positive work environment by encouraging teamwork, celebrating successes, and fostering a culture of respect and continuous improvement within the department.
Prepare and deliver monthly reports for review by senior leadership to support informed decision-making.
Enhance client satisfaction by addressing and resolving complex issues promptly.
Promote a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Collaborate with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
Nurture long-term partnerships with clients by understanding their needs accurately, delivering projects on time, and providing exceptional client support.
Client Specialist
IBERIABANK a division of First Horizon Bank
11.2016 - 04.2023
Mastered compliance and operational risk policies, processes, and procedures.
Responded to client requests, offering excellent support and tailored recommendations to address needs
Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
Developed strong relationships with key clients, resulting in increased revenue and repeat business.
Trained new team members on best practices for managing client accounts, fostering a culture of continuous learning within the department.
Provided comprehensive support to Commercial Relationship Managers assisting in closing deals and increasing overall sales performance.
Relationship Banker
IBERIABANK a division of First Horizon Bank
06.2016 - 11.2016
Networked in the community to increase client base and encourage existing clients to expand financial portfolios
Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Achieved excellent client satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Boosted sales of bank products through effective cross-selling and deepening relationship efforts.
Established new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue.
Universal Banker
IBERIABANK a division of First Horizon Bank
09.2014 - 06.2016
Cross-sold new and existing financial relationships within a highly competitive sales environment
Processed transactions such as deposits, withdrawals, payments, transfers, and wires
Mitigated loss and served as a subject matter expert for identifying fraud and suspicious activity.
Recognized needs and referred to appropriate representative or line of business for cross-selling or service opportunities
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Answered client inquiries regarding account balances, transaction history, service charges, and interest rates.
Education
Master of Business Administration - MBA - Human Resources
Trevecca Nazarene University
05.2024
Bachelor of Business Administration - BBA - Business Administration and Management, General
Professional in Human Resources, 09/01/20, Human Resource Certification Institute (HRCI), https://www.hrci.org/certifications/individual-certifications/phr
Timeline
Client Specialist Team Lead
First Horizon Bank
04.2023 - Current
Client Specialist
IBERIABANK a division of First Horizon Bank
11.2016 - 04.2023
Relationship Banker
IBERIABANK a division of First Horizon Bank
06.2016 - 11.2016
Universal Banker
IBERIABANK a division of First Horizon Bank
09.2014 - 06.2016
Master of Business Administration - MBA - Human Resources
Trevecca Nazarene University
Bachelor of Business Administration - BBA - Business Administration and Management, General