Accomplished banking professional with over 24 years experience, leveraging industry knowledge and new technology to build lasting client relationships and deliver customized solutions
Overview
13
13
years of professional experience
1
1
Certification
Work History
Vice President, Treasury Management Officer
German American Bank
02.2022 - Current
Recruited during acquisition of local community bank to lead branch relationship strategy, customer retention, and drive new treasury management sales for 11 retail branches and 8 commercial lenders.
Research and develop presentation material and conduct seminars for business clients on cash flow optimization and fraud prevention.
Vice President, Treasury Management Consultant
U.S. Bank
07.2019 - 02.2022
Conducted account reviews, becoming adept at Working Capital Engagement evaluations to identify opportunities to improve client process flows and productivity
Collaborated with Emerging Leader Group, 15 business bankers, and 20 branches to consistently exceed new treasury management sales goals
Vice President, Treasury Services Manager
Commonwealth Bank & Trust (acquired by Stock Yards Bank & Trust)
05.2014 - 07.2019
Evaluated and negotiated treasury management-related contracts with vendors and simplified internal contracts and processes to increase efficiency and revenue
Treasury Management point of contact during bank-wide electronic banking conversion working directly with executive management and vendor during and post-conversion
Designed and implemented product and service training for commercial lenders, private bankers, and 15 branches
Trained and mentored junior sales staff to enhance team performance and achieve targets.
Bank Partner | Account Manager
BancCard of America
07.2012 - 05.2014
Direct sales representative - met with clients and prospects to discuss and ascertain needs, tailor solutions, and close merchant processing deals
Successfully formed and maintained referral partnerships with Banks, Chambers of Commerce and Kentucky associations
Education
Bachelor of Science - Business Management
Mid-Continent University
Mayfield, KY
12-2010
Skills
Consultative Sales Approach
Product Management & Review
COI & Lead Generation
Agile Mindset
Contract Negotiation
Employee Development
Strategic Thinking
Customer Service
Time Management / Remote Work Organizational Skills
Certification
Association for Financial Professionals - Certified Treasury Professional Candidate - Exam Date: Jan 2026
Association for Financial Professionals - Payments Fraud Digital Badge - 2025
Integrity Solutions - Integrity Sales Training - 2024
U.S. Bank - Working Capital Engagement Specialist - 2021
Southwestern Consulting - Top Producer's Edge Sales Coaching Program - 2013
Timeline
Vice President, Treasury Management Officer
German American Bank
02.2022 - Current
Vice President, Treasury Management Consultant
U.S. Bank
07.2019 - 02.2022
Vice President, Treasury Services Manager
Commonwealth Bank & Trust (acquired by Stock Yards Bank & Trust)