Kate Dailey
Lebanon,TN
Summary
Professional with significant expertise in the banking industry, prepared to drive operational excellence and customer satisfaction. Known for strong leadership, fostering collaborative team environments, and adapting to changing needs seamlessly. Adept in financial analysis, business lending, Quickbooks and customer relationship management. Dependable and results-focused, ensuring that organizational goals are met efficiently.
Overview
15
15
years of professional experience
Work History
Financial Advisor SVP
Pinnacle Financial Partners
Lebanon, TN
11.2025 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to prepare comprehensive financial plans for diverse clientele.
- Provided exceptional customer service to enhance client satisfaction and retention.
- Maintained up-to-date knowledge of banking regulations and compliance requirements.
- Provided expert guidance on cash management services to optimize clients' daily operations and liquidity management.
Office Leader SVP
Pinnacle Financial Partners
Lebanon, TN
10.2016 - 12.2025
- Managed daily banking operations, ensuring compliance with regulations and internal policies
- Fostered relationships with local businesses to promote banking services and community engagement.
- Mentored team members, fostering professional development and enhancing overall performance.
- Coordinated cross-departmental initiatives, enhancing collaboration and achieving strategic objectives.
- Negotiated favorable terms on lending agreements with clients while balancing risk exposure for the bank.
Financial Center Manager AVP
Truist Bank
Nashville, TN
06.2011 - 09.2016
- Led financial center operations, ensuring compliance with regulatory standards and internal policies.
- Increased client retention rates by delivering tailored financial advice and addressing individual needs promptly.
- Conducted regular performance reviews for team members to assess progress against objectives while offering constructive feedback on areas requiring improvement.
- Mentored staff members in sales techniques, product knowledge, and industry best practices to maximize performance levels consistently.
Education
Retail Management
University of Tennessee
Knoxville, TNSkills
- Banking
- Sales expertise
- Analytical thinking
- Cash handling
- Team leadership
- Verbal and written communication
- Quickbooks
- Bank reconciliation
- Business development
- Data entry and 10-key
Affiliations
Habitat for Humanity Greater Nashville: Board Member 2017-Present. Currently serving as Vice Chair of the Wilson County Division.
Leadership Wilson: Class of 2022
Timeline
Financial Advisor SVP
Pinnacle Financial Partners
11.2025 - Current
Office Leader SVP
Pinnacle Financial Partners
10.2016 - 12.2025
Financial Center Manager AVP
Truist Bank
06.2011 - 09.2016
Retail Management
University of Tennessee