Dorothy Matthews
Memphis,TN
Summary
Innovative professional with many years of experience elevating performance of mid-sized businesses to unprecedented levels. Team player gifted at instilling common vision while managing major organizational changes that benefit both individuals and company. Customer-focused dynamo with strong drive and passion to win new business.
Overview
20
20
years of professional experience
1
1
Certification
Work History
VP/Financial Advisor
First Horizon Advisors, Inc
Germantown, TN
06.2023 - Current
- Analyzed competitive landscape to develop strategies for maintaining a competitive edge in the industry.
- Identified opportunities for process automation that increased productivity levels.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Identified new business opportunities through networking events or referrals from existing clients.
- Developed financial plans and strategies tailored to clients' individual needs.
VP/Banking Center Manager III
First Horizon Bank
Memphis, TN
01.2018 - 06.2023
- Managing a team of eight employees to achieve teamwork in accomplishing our goals
- We work to ensure our clients are receiving the best service and making the best decision for their future needs.
- Coached subordinates on professional development topics such as communication skills and problem solving techniques.
- Facilitated meetings among senior executives from different divisions to share best practices.
- Developed training programs that enhanced employee engagement and job satisfaction.
- Identified opportunities for process automation that increased productivity levels.
- Cultivated relationships with key stakeholders, including customers, vendors, and partners.
- Provided leadership during times of organizational change by managing transitions effectively.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
- Fostered collaboration and development of new practices by business leaders.
Financial Center Manager/AVP
First Tennessee Bank
Memphis, TN
05.2015 - 12.2017
- Managing a team of eight employees to achieve in branch as well as customer service
- We utilized our team skills to better our community and increased our sales.
Financial Center Manager
First Tennessee Bank
Olive Branch, MS
06.2013 - 05.2015
- As a team of six we worked together to achieve branch goals
- We utilized our listening skills to put our customers in the best situation
- I managed the operations of teller row while being a loan specialist, IRA specialist, and overall customer service specialist.
Financial Service Representative
First Tennessee Bank
Southaven Main Office, MS
10.2009 - 06.2013
- I have assisted customers with account information, discrepancies, research and providing helpful information when deciding what is best for the customer.
Customer Service Representative
Community Bank
Southaven, MS
07.2006 - 10.2009
- Developed positive relationships with customers through friendly interactions.
- Provided exceptional customer service to ensure customer satisfaction.
- Identified opportunities for upselling additional products or services based on customer needs.
Teller
First Tennessee Bank
Southaven, MS
10.2004 - 07.2006
- Provided exceptional customer service while accurately processing routine transactions.
- Balanced cash drawers on a daily basis.
- Followed up on requests from customers in a timely manner.
- Handled large volumes of currency quickly and accurately with minimal errors.
Education
Bachelor of Business Administration -
Mississippi State University
Extensive coursework in business administration, finance, and marketing -
Northwest Community College
Skills
- Committed collaborator
- Ability to meet and exceed set goals
- Exceptional focus
- Follow through abilities
- Record efficiency
- Productivity
- Ability to multitask
- Strong interpersonal
- Communications skills
- Adept at building business relationship with co-workers
- Management
- Cross-functional team leadership
- Organizational Development
- Schedule Management
- New Business Development
- Effective Communication
- Problem-solving abilities
- Adaptable and Flexible
- Employee Motivation and Performance
Accomplishments
- 2022 Top 40 Under 40 Influential Urban Elite Professional
- 6x Million Dollar Club
- 6x Diamond Circle Qualifier/ 2022; 1st time Qualifier in 2 categories; Banking Center Manager and Combined Insurance and Investment
- Ascend II Leadership Development Program a program designed to stretch, reward, and recognize high performing, high potential Banking Center Mangers that have the passion and aptitude for business banking.
Certification
- Licensed in Term insurance and Fixed Annuities
Organizations
- Women in Wealth
- B.I.G Black Inclusion Guild
- Women Initiative Memphis
Timeline
VP/Financial Advisor
First Horizon Advisors, Inc
06.2023 - Current
VP/Banking Center Manager III
First Horizon Bank
01.2018 - 06.2023
Financial Center Manager/AVP
First Tennessee Bank
05.2015 - 12.2017
Financial Center Manager
First Tennessee Bank
06.2013 - 05.2015
Financial Service Representative
First Tennessee Bank
10.2009 - 06.2013
Customer Service Representative
Community Bank
07.2006 - 10.2009
Teller
First Tennessee Bank
10.2004 - 07.2006
Bachelor of Business Administration -
Mississippi State University
Extensive coursework in business administration, finance, and marketing -
Northwest Community College