Carla Harry
Oklahoma City,OK
Summary
Resourceful Banker with over 17 years of Banking experience with a passion of making our communities a better place. Enjoys assisting business owners with their financial needs. An ethical banking leader focused on supporting team, community and company success. Proficient in mentoring, improving processes and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills to deliver great customer experiences. Dynamic leader recognized for driving results in a collaborative, inclusive manner.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Vice President, Commercial Banker
First United Bank
2023.11 - Current
- Develop and execute strategic plans to support the vision of the organization.
- Manage a portfolio of Commercial customers.
- Conduct business development activities to attract new customers.
- Focused on companies generating >$5MM in annual sales.
- Complete and document outreach efforts to assigned clients and prospects.
- Achieve number of assigned outbound calls and appointments per week.
- Analyze financial data and present credit proposals to senior management.
- Manage a portfolio of commercial loans, including risk assessment and monitoring.
- Negotiate terms with clients in order to create mutually beneficial lending relationships.
- Monitor trends in the local economy in order to better understand the needs of commercial banking customers.
- Respond promptly to customer inquiries about products and services offered by the bank.
- Visible and representative for the bank within the community
- Participate in community and professional activities in order to enhance the Bank’s image and expand personal network of business contacts for development of new business.
Vice President, Business Banker
Bank of Oklahoma
2022.06 - 2023.11
- Develops and executes cash flow management plan for clients and prospects in order to meet the established annual goals including Loan Production, Referral Revenue, and Deposit Production
- Manage assigned portfolio of clients to maximize the relationship opportunity
- Focused on companies generating $1MM-$5MM in annual sales.
- Complete and document outreach efforts to assigned clients and prospects.
- Achieve number of assigned outbound calls and appointments per week.
- Partner with Commercial Banking Group, other Line of Business partners, Banking Center teams and the Contact Center to drive business production and increase revenue.
- Demonstrate expertise with all business products and services
- Visible and representative for the bank within the community
- Participate in community and professional activities in order to enhance the Bank’s image and expand personal network of business contacts for development of new business
AVP | Cash Management Consultant II
Bank of Oklahoma
2018.03 - 2022.06
- Partner with Business Bankers, Commercial Relationship Managers and Consumer Banking Center Managers to identify and sell cash management solutions to clients and prospects
- Target businesses < $5MM annual sales
- Build collaborative internal relationships with partners on cash management solutions by participating in joint sales calls, and attending team conference calls
- Engage in a disciplined process for providing solution recommendation, pricing, and agreements
- Dedicated follow up, to ensure good client experience and on-boarding
- Submit implementation requests on all new services or modification of services
- Provide client training via phone and/or video on cash management products
- Work with our dedicated Treasury Client Service Professional to ensure support to clients, and resolve complex issues
- Work closely with Sales Manager; take initiative in assuming more responsibility
- Create and deliver department presentations to partners and other lines of business
- Cross-sell bank products and services, to grow business relationships
Officer | Small Business Banker
Bank of Oklahoma
2017.06 - 2018.03
- Responsible for driving small business sales and revenue growth to achieve established production goals and financial results within my assigned banking centers
- Develop and execute cash flow management development plans for clients and prospects
- Build relationships by meeting business clients or prospects to identify needs and recommend solutions based on the banks current product offerings that include deposits, lending, treasury, merchant services or refer to other lines of business
- Gather business financials, to build lending application packets for underwriting review
- Responsible for delivering approval or decline of credit decision
- Partner with banking center staff to drive business production and increase revenue
- Participate in business development calls to attract new clients.
Officer | Senior Assistant Banking Center Manager
Bank of Oklahoma
2016.02 - 2017.06
- Exercised the authority of the Center Manager with staffing, scheduling, promotions, and employee salary recommendations to achieve maximum operating efficiency
- Provided leadership for the in-branch consumer sales activities
- Prepared materials for meetings and encouraged staff participation with team building activities
- Coach and mentored banker staff in overcoming client objections
- Responsible to conduct monthly one on one coaching’s with teller staff
- Medallion Seal certified
- Performed the required duties to open new deposit accounts, maintenance requests, wire payments requests, and complete consumer loan applications
- Responsible for monthly, quarterly and annual branch audits
- Ensured client retention through quality customer service; setting individual and team goals, employee cross-training with product training.
Senior Relationship Banker
Bank of Oklahoma
2011.12 - 2016.02
- Met with a variety of clients ranging from individuals to small business owners to meet all their financial needs
- Conducted detailed financial profiles to uncover opportunities for consumer loans, new deposit accounts, credit cards, online banking or any additional referral product with business partners to meet client needs
- Resolved complex issues for client accounts, conducted wire transfers, changed account styling, research transactions, fraud or unauthorized transactions disputes, while ensuring the best quality service
- Consumer lending average per year: $802,645
- Placed 2nd for credit card campaign in all markets for 2015
- Strong relationship with Business partners
- Investments: my referrals generated 40.30% of the branch production for 2015
- Mortgage: my referrals generated 50.69% of branch sales goal for 2015
- Business: my referrals generated 19 appointments, Business Equipment lending, 5 Treasury products, 42 Business checking accounts, 8 Business approved credit cards.
Cash Management Specialist
Loomis Armored
2011.04 - 2011.12
- Balanced bank inventories and ATM’s
- Processed high volume of commercial deposits for banking institutions
- Processed large change orders
- Responsible to fill cash into ATM cassettes
- Created daily cash shipments to the Federal Reserve
Teller Supervisor
IBC Bank
2007.04 - 2011.04
- Trained and coached new employees
- Performed a variety of teller transactions
- Managed and resolved complex issues
- Skillfully handled client escalations in teller area and drive in transactions
- Scheduling of the teller staff, ensured coverage of business hours
- Ordered coin and currency on a weekly basis as needed
- Created excess cash shipments
- Researched teller outages, errors and completed corrections
Education
Associate of Science - Diversified Studies
Oklahoma City Community College
High School Diploma -
U.S. Grant High School
Latino Leadership OKC Program
Greater Oklahoma City Hispanic Chamber of Commerce
Credit Risk Fundamentals
Harlan Hill
Analyzing Business Tax Returns
Risk Management Association
Construction Loan Management
Risk Management Association
40 Soft Skills Development, Learning Certificates
LinkedIn Learning
Skills
- Self-motivated
- Resilient
- Self-starter
- Business Development
- Customer Prospecting
- Risk Management
- Influential Leader
- Strong effective communication skills
- Strong people skills
- Excellent organizational skills
- Able to multi-task effectively and prioritize tasks as needed
- Ability to use good judgement to make decisions
- Strong knowledge of Bank products
- Cash Flow Analysis
- Asset Analysis
- Borrowing Base Analysis
- Loan structuring
Languages
Accomplishments
- Top 40 Hispanic Leaders in Oklahoma City, 2024
- Latino Community Development Agency, Luncheon Committee Chair, 2024
- Delivered speech at the Latino Community Development Agency, Fundraising Luncheon, 2023
- Fiestas De Las Americas Leadership Development Pageant Judge, 2023
- Assist to emcee at the first Multicultural Festival in Warr Acres, Oklahoma, 2023
Affiliations
- Member of the Board of Directors, OKCPS Foundation
- Member of the Board of Directors, The SW 29th District Association Inc
- Governor's Hispanic Council, 2024
- Member of the Advisory Board for MetroEDGE Young Professional Group
- Mentor, OKC Latino Young Professionals, two cohorts
- Ambassador for the South OKC Chamber of Commerce
- Dia del Niño Festival Planning Committee, 2024
- Latino Leadership Program Committee, 2024
- Leading First United Bank partnership with The Verge OKC, to better support entrepreneurs in Oklahoma City through educational workshops.
Certification
- NMLS #866804
References
References available upon request.
Timeline
Vice President, Commercial Banker
First United Bank
2023.11 - Current
Vice President, Business Banker
Bank of Oklahoma
2022.06 - 2023.11
AVP | Cash Management Consultant II
Bank of Oklahoma
2018.03 - 2022.06
Officer | Small Business Banker
Bank of Oklahoma
2017.06 - 2018.03
Officer | Senior Assistant Banking Center Manager
Bank of Oklahoma
2016.02 - 2017.06
Senior Relationship Banker
Bank of Oklahoma
2011.12 - 2016.02
Cash Management Specialist
Loomis Armored
2011.04 - 2011.12
Teller Supervisor
IBC Bank
2007.04 - 2011.04
Associate of Science - Diversified Studies
Oklahoma City Community College
High School Diploma -
U.S. Grant High School
Latino Leadership OKC Program
Greater Oklahoma City Hispanic Chamber of Commerce
Credit Risk Fundamentals
Harlan Hill
Analyzing Business Tax Returns
Risk Management Association
Construction Loan Management
Risk Management Association
40 Soft Skills Development, Learning Certificates
LinkedIn Learning
- NMLS #866804
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