Audrey Miller-Okhiria
Eads,TN
Summary
Forward-thinking, growth driven senior executive with over 28 years of experience executing strategy, successfully leading teams, growing areas of responsibility and developing a clear vision for desired outcomes. Recognized consistently for attaining business goals through sales development and execution while possessing outstanding interpersonal, analytical, strategic and organizational skills. A proactive leader who builds a culture of accountability, commitment and shared success and an effective communicator to diverse audiences of customers and investors with a strong commitment to leveraging corporate culture to create shared value.
Overview
28
28
years of professional experience
Work History
Senior Vice President / Area Investment Executive
Regions Bank West Tennessee Market
07.2017 - Current
- Supervise team of Financial Advisors with combined total of $700M assets under administration
- Develop and implement area plans to support bank's growth strategy, including accountability for revenue growth, production growth, and expense management
- Develop strategy to ensure appropriate coverage of branch network through deployment of Financial Advisors and licensing and coaching of bankers
- Supervise Financial Advisors in execution of investment and relationship management to offer broad range of investment solutions and products to meet customer needs
- Inspect performance, provide feedback, set expectations and support development to achieve revenue goals
- Use market insights to capitalize on key business opportunities for new advantageous partnerships
- Demonstrate proficient leadership skills to motivate employees and build competent teams
- Identify opportunities to improve business process flows and productivity
- Attained positive YOY growth within assigned territory (8.2% 2020, 22.7% 2021, 17.2% 2022)
- Recruit, Hire and manage financial advisors to maximize productivity while training staff on best practices and protocols
Vice President/Financial Sales Director
Regions /Amsouth Bank West TN/Arkansas Market
01.2004 - 07.2017
- Successfully completed revenue and activity strategies as directed by Bank and Corporation
- Planned, managed and directed investment sales activities within assigned territory
- Trained and supported platform agents with sale of investment products
- Coordinated and facilitated licensing, sales meetings and sales activities for financial services specialists and investment representatives in assigned territory
- Resolved sales and operational issues surrounding sales force
- Coordinated and facilitated call sessions/call coaching with financial services specialists and investment representatives to generate business and cross sell opportunities for bank
Assistant Vice President/Production Manager
Union Planters Financial Services
10.2002 - 01.2004
- Improved quality and profitability of financial services program through training and recruiting of new fixed annuity agents and ongoing training of existing fixed annuity agents
- Networked financial advisors into bank channel
- Generated pipeline of qualified appointments for financial advisors through bank channel
- Provided continuous one-on-one coaching and outbound call coaching for annuity sales representatives and financial advisors in assigned territory
- Performed training and motivational/teaching activities to promote cross-selling of various products in assigned bank territory
- Scheduled continued education classes for renewal of agents’ licenses
- Scheduled pre-licensing classes for new agents
- Promptly resolved conflicts, issues, questions about prioritizing activities and other situations that may affect sales environment or ability to reach sales goals
Assistant Vice President/Branch Sales Manager
Union Planters Bank
03.1996 - 09.2002
- Managed day-to-day operations of $58M branch resulting in 30% increase in non interest revenue growth
- Increased small business lending
- Deployed resources to optimize individual and team performance
- Prioritized, managed, and communicated promotional campaigns and product initiatives.
- Ensured adherence to all compliance and audit requirements.
- Operated branch within budget.
- Supervised branch operations and made continuous improvements in each area.
- Maintained excellent customer relationships consistently receiving 100% satisfaction scores.
- Performed general management duties, exercising usual authority concerning staff, performance appraisals, promotions and terminations.
Education
Banking Degree - Banking And Finance
Barrett School of Banking
Memphis, TN2002
Bachelor of Arts - Mass Media Arts
Clark Atlanta University
Atlanta, GA05.1993
Skills
- Strategic Planning and Execution
- Financial Management
- Personnel Development
- Business Relationship Management
- Analytical and Critical Thinking
- Talent Acquisition and Retention
- Operations Management
- Staff Management
- Revenue Growth
- Continuous Improvement
Additional Information
- FINRA SERIES 7, SERIES 66, SERIES 26 AND LIFE LICENSE
- Selected as Top Minority Business Leader by Delta Business Journal
- Chairman Club Award Recipient (Regions Bank Top Award)
- University of Mississippi MBA program mentor
- Regions Bank Diversity and Inclusion Memphis Network committee member (Acquisition and Retention Focus)
- Board of Trustee Chair Finance Committee Rust College
Timeline
Senior Vice President / Area Investment Executive
Regions Bank West Tennessee Market
07.2017 - Current
Vice President/Financial Sales Director
Regions /Amsouth Bank West TN/Arkansas Market
01.2004 - 07.2017
Assistant Vice President/Production Manager
Union Planters Financial Services
10.2002 - 01.2004
Assistant Vice President/Branch Sales Manager
Union Planters Bank
03.1996 - 09.2002
Banking Degree - Banking And Finance
Barrett School of Banking
Bachelor of Arts - Mass Media Arts
Clark Atlanta University