Dynamic leader in retail banking with a proven history of surpassing sales targets and achieving operational excellence. Expertise in managing high-performing teams while ensuring compliance and improving customer engagement. Recognized for strategic planning and building community relationships that drive business growth.
Overview
13
13
years of professional experience
Work History
VP of the New River Valley and Roanoke Markets/Private Banking
FREEDOM FIRST FEDERAL CREDIT UNION
Roanoke
01.2019 - 01.2026
Oversaw retail branches in Blacksburg, Christiansburg, and Roanoke Markets, managing a floating team of employees.
Managed, coached, and developed a team of over fifty retail employees to enhance service and sales performance.
In my current role, I still perform all these functions but am also a Private Banker managing portfolios of high-net-worth members.
Managed a regional territory of branches, focusing on sales, service, and operations.
Monitored branch performance to meet plan goals for the year.
Consistently produced as a loan officer exceeding $1 Million in loans or more annually.
Managed portfolios for members with deposits exceeding $75,000, ensuring personalized financial strategies.
Responsible for increasing business engagement with small businesses in the community.
Conducted onsite visits for Freedom work and engaged in business development to foster new relationships for the credit union.
Market Manager (Hershberger Rd. Retail Center)
MEMBER ONE FEDERAL CREDIT UNION
Roanoke
01.2017 - 01.2019
In my current position, I serve as the Market Manager for Member One FCU’s Hershberger Road Retail Center.
I serve as the branch manager and am responsible for the overall success and profitability of the retail center.
Managed a Tier 4 112 million dollar retail center that averages 17,000 teller transactions per month.
Managed sales and set goals for product categories, contributing to overall retail center profitability.
Drove market growth by developing and retaining new and existing members.
I also serve as the face of the organization on Williamson Rd. area through my involvement in the local community through collaboration with local professional organizations.
Maintained staffing levels by interviewing and hiring qualified candidates.
Oversaw growth and development of a team of 11 staff members through coaching, annual reviews, and personal development plans.
Effectively and efficiently handle the processing of account openings, account transactions, account maintenance, and consumer and business loan requests.
Consumer Lending Officer with lending approval authority of $25,000 secured and $7,500 unsecured.
Established partnerships with local businesses to foster collaboration and strengthen community ties.
Ensured compliance with all federal and CUNA regulations.
Maintained the center’s compliance with all corporate policies, procedures, and audit guidelines.
Serve on the Business Lending Committee, which reviews all business loans over $50K.
Financial Services Advisor II
UNION FIRST MARKET BANK
Roanoke
01.2014 - 01.2017
Assisted new and existing customers with financial needs by handling transactions, new account openings, maintenance requests, and credit requests.
Effectively and efficiently handle the processing of account openings, account transactions, account maintenance, and credit requests.
Promoted market growth by developing and retaining new and existing customers.
Assisted branches in achieving sales goals through targeted customer engagement.
Delivered exceptional customer experiences by effectively resolving issues related to account information.
This position regularly combines the transaction and account opening functions, knowledge, skills, and abilities.
Participate in monthly conference calls and regional meetings to keep the team informed of all operational, procedural or policy changes.
Adhere to all applicable laws and regulations governing bank operations, including compliance with Union First Market Bank’s BSA/AML Policy and Procedures.
Payment Solutions Manager (Electronic Channels and Payment Solutions)
STELLARONE BANK
Christiansburg
01.2013 - 01.2014
Lead multiple departments consisting of ATM’s, Debit Cards, Credit Cards and Merchant Services in a $3 billion bank.
I managed mission-critical technology for the bank, including ATMs and debit cards, which served as one of the largest sources of revenue.
Led effort to achieve $125,000 surplus in debit card interchange revenue, reversing a $10,000 deficit from previous year.
Led the effort to change the culture of the daily operations to be proactive, process-oriented, and revenue-driven.
Responsible for strategic planning, development, implementation, budget, product management, and operations.
Directed the implementation of card processes and ensured regulatory compliance.
Led the effort to overhaul our fleet of ATMs to bring a consistent experience to our customers.
Developed self-service kiosk for financial centers, enabling customers to perform routine transactions and allowing branch staff to concentrate on sales.
Education
M.B.A - Master of Business Administration (Executive)
Production Support Team Lead – Real-Time Payment Systems at Global Software Solution Group Fz LLC-DDAProduction Support Team Lead – Real-Time Payment Systems at Global Software Solution Group Fz LLC-DDA