Results driven sales and training leader with 20+ years of experience in regional management, business banking and skilled development. Proven ability to drive performance, implement, change management, strategies and ability to lead, high-performing teams. Adapt at improving sales outcome, enhancing customer experience and ensuring compliance with regulatory standards.
Overview
21
21
years of professional experience
Work History
Regional Sales Manager
PNC Bank
08.2021 - Current
Covering the Tucson, S.Phoenix, New Mexico, El Paso and Lubbock areas
Manage a team of fourteen bankers, plus one intern in the Tucson, South Phoenix, New Mexico, Texas Panhandle and El Paso areas
Those bankers support a total of 60 branches
Active on five pilots for new on-boarding program
Helped to develop both the new Business Banker as well as the New Regional Sales Manager on-boarding
Having a good, working knowledge of the customers that make up my entire book of business
Meeting with 10-14 business customers with my business bankers on a weekly basis to provide support and coaching
Working with customers in revenues 1-10MM, helping those customers manage their cash flow cycle by having deep, meaningful conversation about how money moves in their account
Effective Communication- Working with multiple lines of business to have a collective business plans, to be successful holistically
Managing Risk- Assessing and effectively managing the Tucson and South Phoenix book of business
Customer Service/Experience Management- Execung strategies to ensure the customers have a positive experience
Business Acumen- Knowledge and understanding of business concepts, tools, and processes
In 2021 and 2022 awarded the Market All Star award
2024 Patriot Employer Award
Senior Global Training Manager, Chase Merchant Services
JPMorgan Chase and Company
04.2016 - Current
Oversaw activities of training teams in the US, Canada, Philippines with directions to design and conduct training and development sessions to employees
Managed new hire sales, on-boarding, and training for over 2400 agents in the US and Canada, evaluated and streamlined maintenance and compliance on an annual basis
Performed quarterly business reviews and recommended improvement measures to the management team
Managed Profit and Loss statement including suggestions for implementing effective cost saving solutions using Adobe, SeeMe, and Telepresence
This resulted in a 64% savings in the last three years
Designed and developed Leaders Guides for use throughout the organization
Acted as the guest speaker and deliverer at the National Sales Summit, 2016-2019
Successfully trained over 150 new hire agents in Salem, NH to support the line of business
Successfully launched a new international site initiative and trained over 200 new hire agents in Cebu, Philippines
Collaborated, coordinated and developed strong, professional relationships with business partners to support multiple lines of business
Executive Recruiter
The Judson Group
07.2020 - 02.2021
Worked with 500MM- 10 Billion Banks to recruit and staff for sales, management and executive level employees
Profiled and identified top talent in Arizona, Colorado, New Mexico, California, Utah and Houston
Prepared both candidate and client for interviews and conversations- this was a 3-4 interview process
Averaged 100-125 touch points per day
Built and maintained relationships with Human Resource and hiring authorities to have repeat job orders
Senior Training Manager for Retail Branches and Business Banking
JPMorgan Chase and Company
05.2012 - 04.2016
Managed a team of 20 trainers covering the US Chase footprint of 23 states to provide training for over 4000 tellers, managers, personal bankers, and business bankers each year
Ensured that all training and staff development programs comply with organizational and regulatory standards
Maintained timely communication in a fast paced, demanding environment with internal and external stakeholders to improve business relationships
Performed quarterly business reviews and was able to save 28% cost over a four year period
Area Business Manager
JPMorgan Chase and Company
01.2008 - 05.2012
Managed a team of 12 including eight business relationship managers, three customer services supports, and one treasury management person
Oversaw the Tucson Loan Book of $75M and Deposit Portfolio of $225M
Focused on customer sizes of 5M-20M in annual revenue
Conducted quarterly business reviews, identified and implemented process improvement solutions
Complete Profit and Loss Statement responsibilities including developing and implementing cost reduction strategy to increase profitability for the business line
Co-Owner Operator
BCBC LLC DBA Fat Taco
03.2005 - 12.2008
Day to day functions of business development including advertising, bookkeeping, and scheduling marketing activities
Developed and delivered training of operational policies and procedures for the business
Planned and implemented strategies to grow business and streamline daily operations
Small Business Relationship Manager
JPMorgan Chase and Company
11.2003 - 01.2008
Built and maintained business relationships in the Akron, Canton, and Cleveland markets
Managed book 250 customers
Skills
Global Training and Management
Awards
Business Banking National Achiever, #2, 2005
Business Banking National Achiever, #37, 2006
Lake Havasu Ironman competitor, #2 in women's category, #17 overall, 2015
Timeline
Regional Sales Manager
PNC Bank
08.2021 - Current
Executive Recruiter
The Judson Group
07.2020 - 02.2021
Senior Global Training Manager, Chase Merchant Services
JPMorgan Chase and Company
04.2016 - Current
Senior Training Manager for Retail Branches and Business Banking
International Trade Specialist at PNC Bank, Pittsburgh National Corporation BankInternational Trade Specialist at PNC Bank, Pittsburgh National Corporation Bank