Influential banking professional with a proven record of enhancing the company brand through collaboration with internal partners to deliver customized and high-impact solutions for organizations to build stronger communities.
Overview
18
18
years of professional experience
Work History
Financial Wellness Relationship Manager
Regions Bank
Austin, TX
04.2021 - Current
Influence bank partners to collaborate on building strategic approaches that bring the whole bank to clients and prospects.
Meet regularly with executive leadership at other organizations to understand employee engagement needs, evaluate current strategies, and provide best solutions.
Branch Manager/Vice President
Regions Bank
Hutto, TX
03.2016 - 04.2021
Led team to top 10% Chairman's Club two years consecutively by growing and establishing strong relationships with bank partners to generate revenue and mitigate/eliminate losses.
Identified opportunities to improve business process flows and overall departmental productivity.
Branch Manager
JP Morgan Chase
Waco, TX
10.2005 - 02.2016
Engaged employees in business processes with positive motivational techniques.
Identified and capitalized on community business opportunities with effective networking.
Client Financial Analyst
Citibank, NA
San Jose, CA
09.2004 - 09.2005
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Opened, closed and updated accounts for customers.