Experienced with strategic planning, business development, and operational management. Utilizes strategic insights to align company goals with market opportunities. Track record of effective leadership in cross-functional team environments.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Managing Director
Triad Business Bank
10.2019 - Current
Sourced and implemented purchase card program-PNC
Initiated modernization and faster payments roadmap
Sourced and implemented lockbox relationship-Alliance Management
Sourced and implemented retail/business credit card program-Elan
Managed and implemented Visa debit cards services
Administered and implemented retail online banking platform
Trained and built treasury team from3 to6 employees
Completed implementation Jack Henry Enhanced Account Analysis services
Sourced and implementing Foreign Exchange platform-Visa B2B and Mozart
Sourced and implemented sweep and excess fund program-IntraFi
Managed and implemented Treasury Solutions Online-Jack Henry
Grew treasury client base from0 to200+ active treasury clients
Grew deposits within analyzed accounts from0 to $120,000,000
Grew net treasury revenue from $0 to $300,000 annually
Developed track for treasury staff to complete CTP and/or AAP
Serve on IT Steering Committee
Serve on Product Committee and implementation
Managed external and internal audits impacting treasury and information services
Vice President Treasury Services Manager
Premier Commercial Bank
10.2010 - Current
Manage overall treasury department and services
Implement and recommend new treasury services and products
Provide process improvements for treasury department
Manage and generate new commercial relationships
Vice President Treasury Sales Officer
F.N.B. Corporation
10.2017 - 10.2019
Managed government and institutional portfolio
Focused on overall portfolio growth following multiple mergers
Exceeded annual revenue goal year over year
Vice President Treasury and Payment Solutions Sales Officer
SunTrust
01.2015 - 10.2017
Completed Pimley and Pimley working capital training
Partnered with19 relationship managers and their individual portfolios
Lifted portfolio pricing with a focus IOLTAs and repricing throughout my markets
Trained and rolled out SunView to complete portfolio
Increased purchase card sales throughout territory
Deposit Relationship Manager
Bank of Oak Ridge
10.2008 - 10.2010
Responsible for prospecting new commercial deposit relationships
Generated and developed prospect databases
Sales Training received from Emmerich Group (nationally recognized sales training organization Minneapolis, MN)
Founder of GROW (Gathering Resources for Outstanding Women)
Financial Service Representative II
SunTrust
09.2006 - 10.2008
Training completed in Proactive Tele-consulting
Completed training in Consumer Lending
Provided quarterly product knowledge meetings
Responsible for marketing to bank’s geographic target markets
Teller Supervisor
Branch Banking and Trust (BB&T)
04.2001 - 09.2006
Performed annual and semi-annual evaluations
Completed training in Problem Resolution
Accountable for staffing and maintaining teller line
Training completed in Leadership and Management
Developed leadership skills in Diversity and Customer Service
Education
Association for Financial Professionals Treasury Learning System Certificate - undefined
Rice University
Bachelor of Business Administration - Marketing
Marshall University
05.2005
Certification
Association for Financial Professionals-Certified Treasury Professional2014.
Level Above Yoga School-200 Hour Yoga Teacher Training
Community Service
Women's Professional Forum, former Secretary to the Board and Director at Large
Timeline
Managing Director
Triad Business Bank
10.2019 - Current
Vice President Treasury Sales Officer
F.N.B. Corporation
10.2017 - 10.2019
Vice President Treasury and Payment Solutions Sales Officer
SunTrust
01.2015 - 10.2017
Vice President Treasury Services Manager
Premier Commercial Bank
10.2010 - Current
Deposit Relationship Manager
Bank of Oak Ridge
10.2008 - 10.2010
Financial Service Representative II
SunTrust
09.2006 - 10.2008
Teller Supervisor
Branch Banking and Trust (BB&T)
04.2001 - 09.2006
Association for Financial Professionals Treasury Learning System Certificate - undefined