Customer Success and Learning Leader experienced in client relationship management, training facilitation, and change management. Achieved business growth and improved customer experience through development of high-performing teams and cross-functional initiatives. Committed to delivering exceptional service and enhancing customer satisfaction.
Overview
4
4
years of post-secondary education
11
11
years of professional experience
Work History
Administrative Officer / Financial Center Manager
Heartland Bank, a division of German American Bank, Clintonville Branch
Clintonville
03.2024 - Current
Drove +292% Loan Production to Goal, ranking #1 in region (Q1 FY26) through targeted portfolio strategy and client expansion initiatives
Reversed declining deposit trends (-26% YoY +5.4% growth) by improving client engagement and retention strategy
81% of FY26 Loan Production goal achieved by end of June FY26
Managed client lifecycle for consumer and business portfolios, enhancing retention and fostering long-term value
Partnered cross-functionally with sales, operation, underwriting, collections, and risk teams to deliver seamless client experiences and successful business outcomes
Developed and coached team members, promoting 3 employees into leadership/specialized roles within 15 months
Developed strategic partnerships via community engagement and referral networks, expanding client portfolios
Helped mitigate multi-million dollar financial losses for the bank through collection and fraud detection strategies
Led community partnership strategy that strengthened brand awareness, expanded referral pipelines, and increased client acquisition opportunities
Assistant VP / Branch Manager
PNC Bank, Lincoln Village Branch
Lincoln Village
03.2020 - 01.2024
Managed a portfolio of 250+ SMB clients, serving as a trusted advisor, relationship owner, and primary escalation point
Managed portfolio of 250+ SMB clients as trusted advisor and primary escalation point, enhancing client satisfaction and retention
Drove $250K+ in new lending revenue through a supplier diversity outreach initiative, later scaled nationally
Designed and executed outreach campaigns, training and enablement programs for internal team that increased engagement and generated measurable revenue growth
Designed and executed outreach campaigns and training programs that increased internal team engagement and contributed to revenue growth
Identified, investigated, and prevented fraudulent activity resulting in the mitigation of millions of dollars in losses
Led DEI initiatives that positively influenced employee engagement and improved organizational culture
Apple Solutions Consultant / Guest Trainer
Apple, Inc.
Columbus, OH
04.2015 - 01.2020
Managed enterprise partner relationships (Best Buy, Costco, major carriers), increasing revenue across retail channels
Designed and facilitated instructor-led and virtual training programs for over 1,500 retail professionals across multiple enterprise partners.
Facilitated in-person and virtual enablement sessions focusing on sales, product knowledge, and customer experience
Achieved #3 in YoY growth nationally during Holiday 2019
Selected for Apple Worldwide Developers Conference (2018 & 2019), first Channel Retail employee selected consecutively
Managed sales pipeline and forecasts to ensure alignment with company goals.
Conducted regular training sessions for partners on product features and benefits.
Negotiated terms and agreements with channel partners to optimize collaboration.
Trained and equipped channel partners on company products, services, potential customers and proven sales and service practices in specific industry and market.
Education
Project Management Certification -
Cornell University - E Cornell
12.2022 - 05.2023
High School Diploma -
Ayersville High School
Defiance, OH
08.2003 - 05.2007
Skills
Client relationship strategy
Account Management
Client Onboarding
Client management
Customer Success
Client Consultation
Revenue Growth
Operational Strategy
Operational Planning
Process Improvement
Operational Excellence
Risk Management
Cross-department Collaboration
Strategic partnerships
Performance measurement
Team Leadership
Team Training
Change management
CRM proficiency
CRM Platforms
Technology Proficiency & Aptitude
Systems Proficiency
Relationship building
LEADERSHIP & STRATEGIC INITIATIVES
DEI Council - PNC Bank
Chair of the Supplier Diversity Subcommittee & active board member within the Great Lakes Region of PNC's DEI Council
Built and launched outreach strategy targeting diverse vendors, increasing share of wallet and driving new lending opportunities
Partnered with legal and internal teams to design scalable program structure and execution model
Took over as Chair of the Workforce/Workplace Subcommittee. Designed and facilitated bi-monthly 'Let's Talk' sessions for 100+ employees on psychological safety, inclusion, and workplace culture
Partnered with senior leadership to develop original content aligned with organizational priorities
Delivered consistently high engagement and 5-star participant feedback
Training Content Development - Apple, Inc.
Developed corporate training materials and internal enablement content for national retail programs
Contributed to creation of training videos used across Channel Retail during high-volume sales periods
Focused on improving product knowledge, sales effectiveness, and customer experience
Timeline
Administrative Officer / Financial Center Manager
Heartland Bank, a division of German American Bank, Clintonville Branch