Results-driven professional with strong communication skills and a proven ability to learn quickly. Extensive background in mathematics and finance, demonstrating superior calculation abilities and analytical thinking. Consistently performs well under pressure while maintaining attention to detail. Committed to exceeding expectations in all assigned tasks and roles.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
First Horizon Bank
Clarksville, TN
03.2025 - Current
Managed client accounts and maintained strong customer relationships.
Conducted financial reviews and recommended suitable banking products.
Educated customers about digital banking tools and services.
Assisted clients with loan applications and mortgage processes.
Developed personalized financial plans for diverse client needs.
Prepared regular reports detailing performance metrics against established targets.
Senior Relationship Banker
Truist Bank
Nashville, TN
01.2022 - 03.2025
Primary contact for new account openings and cross-sell other products and services to clients and prospects through proactive and reactive client contact.
Identify needs and refer clients to other lines of business (e.g., Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business, Merchant)
Utilize CRM resources to cold call and follow up with potential/current clients to provide details of current financial options.
Account maintenance and client care services (e.g. account reconciliation, address changes, account closings, transfer, processing check orders).
Perform teller transactions such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds.
Payroll Specialist/Accounts Payable
Oak Plains Youth Academy
Ashland City, TN
01.2021 - 01.2022
Appropriately manages the Payroll Lawson/Kronos Time System
Completes sample auditing of time records for adherence to policy.
Manages the payroll enrollment process and required documentations.
Appropriately manages accounts payable system and reports discrepancies to CFO.
Manages purchasing process to assure departments stay within budget.
Demonstrates knowledge of state licensing regulations, contractual requirements, CARF standards, HIPAA policy, ordinances, laws and other regulations.
Prepare CLGAs/Contracts for vendors.
Maintain and manage communication with purchasing vendors and suppliers.
Department Manager - Paint/Pro Service
Lowes Home Improvement
01.2019 - 01.2022
Overseeing the daily activities of hourly associates
Responsible for training, mentoring, and coaching employees.
Manages associate performance and ensures adequate department coverage through influencing scheduling.
Conducts activities appropriate for specific department including, but not limited to, ensuring merchandise is stocked, tracking and reporting relevant metrics, and monitoring project activity.
Maintains a safe and secure work environment by conducting daily safety reviews, noting hazards, keeping store areas clean and organized, securing doors and gates, and monitoring for potential theft or security risks.
Responsible for providing superior customer service by assisting customers in locating, selecting, demonstrating, and loading merchandise.
Sales Associate
Cellular Sales - Verizon Wireless
01.2013 - 01.2018
Facilitate retail sales of cellular phones, tablets, watches and other electronic devices along with wireless services to the general public while demonstrating outstanding customer service
Create additional sales opportunities through creative marketing campaigns in cooperation with the Marketing Department and community involvement events
Develop continuous and up-to-date knowledge of Verizon Wireless and wireless products and services; demonstrate equipment capabilities
Handle daily store operations such as opening/closing, inventory control, cash management, and various office/administrative duties
Develop and monitor action plans for the accomplishment of daily/month sales goals