Responsive Team Leader with expertise in employee management, training, and group leadership. Maintains strict performance standards with successful mentoring strategies. Dedicated to accuracy and customer satisfaction.
Overview
9
9
years of professional experience
Work History
Banking Center Manager - AVP
Bank OZK
01.2024 - 2025
Within first three months in role, achieved highest number of Account Openings, Line of Business Referrals, among other key metrics in branch history, since such metrics were tracked. This represented a 234% increase in month over month growth and an 81% increase to the previous record.
Established business prospect pipeline and proactively developed relationships to grow business and increase market share.
Developed and implemented strategies to drive deposit, loan and partner referrals.
Coached bankers in guided conversation and associated sales tactics to expand customer relationships.
Oversaw banking center operations, allocating resources and coordinating workflows to meet business demands.
New Hire Experience Team Lead
Morgan Stanley
01.2021 - 01.2024
Successfully co-founded and implemented the "New Hire Experience Team" to improve company's new hire morale, performance and retention, with positive results in each category.
Over a 3 year period, oversaw the onboarding, management and training of over 630 new hires to Morgan Stanley's single largest department.
Successfully led the highest rated team in department
Implemented new referral strategies to FA teams which directly led to record breaking years in NAA, two years in a row
Onboarded new hires and mentored each side-by-side to build high-performing team.
Contributed to successful quality control initiatives and implemented new strategies to improve employee work.
Escalated safety and quality issues to initiate remedial action.
Bolstered employee morale and performance of direct reports through clear and transparent communications.
Helped mitigate and resolve issues by analyzing situation and implementing appropriate solutions.
Collaborated with other team leaders to achieve company goals.
Created detailed project plans, including deadlines and resources required.
Business Banking Relationship Manager
US Bank
01.2018 - 01.2020
Highest performing banker in the Kansas City district of US Bank for 3 months in a row in 2019.
Collaborated with team members to achieve sales goals and revenue targets.
Developed and executed strategies for acquiring new clients in targeted industries.
Ensured compliance with all relevant regulations, policies, and procedures related to business banking activities.
Store Manager
Genesco
01.2017 - 01.2018
Set clear expectations for team performance, conducted periodic evaluations, and implemented corrective actions or merit increases.
Provided consistent feedback and training to empower team members in confident and personable service-delivery.
Met business and customer needs consistently, properly organizing schedules, inventory, and team assignments to handle expected demands.
Assistant Store Manager
Dollar General
01.2015 - 01.2017
Managed inventory effectively, completing regular cycle counts and maintaining loss prevention strategies.
Decreased store losses by overseeing successful theft prevention measures.
Resolved escalated customer service issues by coordinating solutions between sales and operations teams.