Talented professional with several years of experience in planning, developing, and executing services, and products in the treasury and cash management realms. Professional and successful in building relationships and attracting new clients.
Overview
23
23
years of professional experience
4
4
years of post-secondary education
Work History
Senior Vice President, Treasury Officer
SouthState Bank, N.A.
Raleigh, NC
02.2022 - Current
Dedicated time to each region, engaging with clients internally and externally.
Exceed maximum target goals for sales and revenue generation annually for 3 years in a row.
Communicated and presented proposals, reports, and reviews regularly to stakeholders.
Trained new sales officers and associates on systems, providing insights into organizational culture.
Conducted audits of third-party senders to ensure compliance with NACHA guidelines.
VP, Treasury Officer
SouthState Bank, N.A.(Formerly First Federal)
Wilmington, NC
04.2009 - 02.2022
Collaborated on implementation and project teams for treasury services and products, serving as treasury liaison for new system integrations such as ACH.
Ran de-conversion files and assisted with technical support, customer facing, and employee support during conversions, mergers or acquisitions.
Conducted end user testing for software functionality and usability during software releases, updates, and new product launches.
Developed user guides for treasury services to enhance client understanding and utilization.
Teller and Deposit Operations Specialist
SouthState Bank, N.A. (Formerly Cape Fear Bank)
Wilmington, NC
01.2003 - 04.2009
Assisted customers with account inquiries and banking services, ensuring smooth account openings and addressing concerns promptly.
Handled exception item processing, managing non-posts, NSFs, stop payments, and account closures to maintain operational integrity.
Managed vault transactions and coordinated shipments with Federal Reserve.
Processed levies and garnishments.
Learned FDIC structures to help clients.
Education
NC School Of Banking - Banking
North Carolina School of Banking
08.2010 - 08.2013
BBA - Business Administration And Management
University of Mount Olive
Mount Olive, NC
01.2008 - 06.2009
Skills
Effective communication
Mergers and acquisitions
End user testing
Product management
Partnership development
Organizational development
Customer support
Policies and procedures
Risk assessment
Organizational improvement
Troubleshooting and problem resolution
Languages
English
Professional
Accomplishments
2019-2025 Achieved Revenue and Deposit Goals (each year).
Affiliations
Board Member for Sonshine & Blessings, Inc.
Volunteer with various organizations throughout the year.