Goal oriented, success driven, and intuitive professional offering more than 18 years of banking experience. Effective at collaborating with cross-functional teams and clients alike to achieve strategic goals and profitable success through exceptional service and effective advice.
Overview
19
19
years of professional experience
Work History
Small Business Advisor
Pinnacle Financial Partners
07.2018 - Current
Transition from leading the Easley office to Small Business Relationship Advisor for the Upstate SC in March 2021
Responsible for de novo portfolio growth through deposit and loan acquisition and revenue growth through firm partnership referrals
Collected and attained relative financial information from clients to aid in credit opportunities along with our credit partners for effective communication and planning
Leadership liaison between Easley market and Upstate SC leadership team
Greater Easley Chamber of Commerce Board of Directors Chair – Elect 2025
Office Leader
Pinnacle Financial Partners
07.2018 - 03.2021
Successfully lead and managed at team of 8 through M & A transition.
Effectively managed KPI performance through engagement of portfolio growth, teammate development and engagement, community involvement and operational excellence.
Meet and deepen client relationships through referrals to multiple line of business partners within the firm.
Greater Easley Chamber of Commerce Board Member
AVP Branch Manager/ Small Business Specialist
BNC Bank
10.2015 - 07.2018
Responsible for leading sales efforts within the Easley branch to include business development, relationship management, and individual production
Maintains full operational oversight of the branch to ensure compliance with BNC Bank policies and procedures
Serving as Small Business Banking Specialist for the Upstate SC market to include new deposit and loan acquisition
Assistant Vice President/ Branch Manager
CertusBank, N.A.
07.2013 - 10.2015
Coaching, developing and mentoring branch teammates to deepen/retain existing clients by delivering value added solutions and extraordinary customer service
Promote and ensure teamwork between branch teammates and line of business partners such as Mortgage, Treasury Service etc
Outside business calling efforts to develop and grow new relationships to contribute to the bottom line
Licensed Branch Manager/ Bank Officer
SunTrust Banks Inc.
10.2009 - 07.2013
As a leader of the branch sales team, consistently drive sales results through direction, leadership and execution of superior service, sales behaviors, and activities by entire team in order to meet performance goals while maintaining an operationally efficient and compliant atmosphere
Analyze management information reports to measure quarterly and monthly branch deposit/loan growth and overall branch performance and profitability
As a licensed representative of SunTrust Investment Services, I work diligently with our Financial Advisor partners to provide clients with alternative solutions such as fixed annuities and asset transfers to help them achieve both their financial and retirement goals
Money Manager
Carolina First Bank
02.2006 - 10.2009
Facilitate and lead weekly briefing staff meetings for teller line associates
Assisted the Branch Manager with teller line associates annual review documentation and provided quality feedback accordingly
Analyze management information reports to measure quarterly branch deposit growth and variances from prior year growth components
Cross sell and refer other lines of bank business to specialized bankers
Service clients with consumer loans such as auto, boat/RV, personal, and home equity lines of credit
Education
Bachelor of Science - Business Administration With Management Emphasis
Limesonte College
Gaffney SC
12-2011
No Degree - Business Managment
Lander University
Greenwood
12-2005
Timeline
Office Leader
Pinnacle Financial Partners
07.2018 - 03.2021
Small Business Advisor
Pinnacle Financial Partners
07.2018 - Current
AVP Branch Manager/ Small Business Specialist
BNC Bank
10.2015 - 07.2018
Assistant Vice President/ Branch Manager
CertusBank, N.A.
07.2013 - 10.2015
Licensed Branch Manager/ Bank Officer
SunTrust Banks Inc.
10.2009 - 07.2013
Money Manager
Carolina First Bank
02.2006 - 10.2009
Bachelor of Science - Business Administration With Management Emphasis
Limesonte College
No Degree - Business Managment
Lander University
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