Results-driven financial professional prepared for a leadership role, with valuable experience in managing financial operations and leading strategic initiatives. Adept at fostering a collaborative team environment, known for achieving impactful results and demonstrating adaptability in dynamic settings. Strong focus on achieving organizational goals, possessing skills in risk management and financial analysis.
Overview
22
22
years of professional experience
Work History
AVP, Community Branch Manager
Burke & Herbert Bank
07.2019 - Current
Coaching, Management and Leadership
Managing sales activities
Managing client retention
Risk management
Make outside sales calls to current business clients as well as new prospects
Management of retail branch employees
Promoting the bank throughout the community and local market
Develop and Implement strategies to achieve growth of the retail branch
Implementation and management of employee work schedules
Process new loans and accounts as well as make collection efforts for outstanding balances
Personal Banker
First Community Bank
10.2011 - 07.2019
Responded to customer requests for products, services, and company information.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Assisted customers in navigating company website and improving overall user experience.
Enhanced customer loyalty by offering personalized solutions tailored to individual needs.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Administrative Assistant & Treasurer
Landmark First Church of God
09.2002 - 04.2019
Schedule and coordinate virtual and in-person meetings, events, travel, and appointments
Organized and managed sensitive data input in over12 excel spreadsheets, retrieving and delivering information monthly
Produce and distribute25-30 emails daily demonstrating a mastery of written communication and attention to detail
Assist in the preparation of regularly scheduled reports including but not limited to; monthly budget and spending, profit and loss report and giving
Coordinated with fundraising staff and outside vendors to set up multiple event per year raising in excess of $100,000 for community outreach
Prepare, monitor and pay all invoices by use of QuickBooks and online banking
Handle sensitive information in a confidential manner
Education
Emerging Leaders Certificate
WV School of Banking
Charleston, WV
01-2025
WV School of Banking
Charleston, WV
01.2023
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Radford University
01.1989
Associates Degree - Accounting
Wytheville Community College
01.1988
Skills
Operations management
Internal communications
Corporate communications
Business planning
Administrative support
Schedule management
Report preparation
Organizational development
Business development
Staff management
Relationship building
Staff hiring
Timeline
AVP, Community Branch Manager
Burke & Herbert Bank
07.2019 - Current
Personal Banker
First Community Bank
10.2011 - 07.2019
Administrative Assistant & Treasurer
Landmark First Church of God
09.2002 - 04.2019
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Radford University
Associates Degree - Accounting
Wytheville Community College
Emerging Leaders Certificate
WV School of Banking
WV School of Banking
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