Performance-driven Vice President with 7 years of experience aligning systems with business requirements, policies and regulatory standards. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented and well-versed in interfacing and consulting on business processes to drive results. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.
Directly responsible for overall profitability, sales, service, and financial oversight of branch. Define and implement long and short-term objectives; oversee daily operations, regulatory compliance, policy enforcement and strategic direction of New Build project activities.
Inclusive and Innovative leader who effectively leads branch staff to exceed sales goals while delivering excellent customer service and dedicated to continuous improvement in location performance.
Cultivate and manage new and existing client relationships of high net-worth and influence; and promote a full array of Wealth Management and Private Client banking products and services.
Networking Groups:
Women on the Move – Branch Engagement Chair
PRIDE – Treasurer