Experienced Banker with experience building strong customer and partner relationships to increase revenue. 4+ years of business development. 5+ years of management and team building experience.
Overview
8
8
years of professional experience
Work History
Primary Care Banker
Panacea Financial
Remote
12.2023 - Current
Led financial analysis initiatives to enhance client service delivery and optimize banking operations.
Developed strategic financial plans tailored to individual clients, improving customer satisfaction and retention rates.
Trained junior bankers on compliance procedures, ensuring adherence to regulatory standards and enhancing team performance.
Streamlined loan processing workflows, resulting in faster turnaround times and increased efficiency within the department.
Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Relationship Banker
Truist
Hickory, NC
10.2022 - 12.2023
Responsible for providing expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services.
Ensuring customer satisfaction while maintaining certain sales volume standards.
Providing excellent teamwork in order to hit our institutions quarterly goals.
Achieved 128% on the branches scorecard metrics.
Director of Operations
New Age Marketing
Charlotte, North Carolina
08.2019 - 09.2022
Offered strong customer service skills, keeping customers satisfied and increasing sales by an average of 60% annually
Worked with departments across the company, including marketing and project management, in developing new ideas, initiatives, products, and services
Maintained a proper day to day standard inside of the office to ensure daily goals were achieved
Promoted new product lines and services in order to meet expectations for various clients
Performed relationship-building activities with clients to increase customer retention rate by 40%
Maintained an ROI of 100% by executing weekly/monthly sales targets
Scaled the business into three different states and fourteen different cities by implementing management development program.
Launched new marketing campaigns for clients primarily in the retail sector by promoting directly to clientele.
Statistical Analyst
CAROLINA PANTHERS
Charlotte, North Carolina
06.2018 - 07.2019
Improved the accuracy of data analytics and reporting resulting in higher sales and earnings of 35%
Worked with departments across the company, including marketing and project management, in developing new ideas, initiatives, products, and services
Worked with a team to discover specific trends in ticket sales, merchandise sales, and concession sales to generate a more consistent profit
Education
Communications
Appalachian State University
Boone, NC
05.2018
Skills
Management
Time management
Analysis skills
Communication skills
Leadership
Customer service
Problem Resolution
Microsoft excel
Computer literacy
Sales Experience
Market Analysis
Marketing
Branding
Hubspot CRM Proficiency
Awards
Outstanding Leadership Award, Rookie Director of the year
Primary Care Technician / Unit Secretary at Centennial TriStar Centennial Medical CenterPrimary Care Technician / Unit Secretary at Centennial TriStar Centennial Medical Center