Trusted Sr. Implementation Manager with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with line of business partners.
• Financial wellness liaison for commercial banking, business banking and the Washington region retail team.
• Responsible for implementing all business-building and relationship-building expectations with line of business partners.
• Identified prospective customers using lead generating methods and performing trend reports on Salesforce system.
Onboarding the Financial Wellness Program with new and exciting commercial clients..
• Developed wellness incentive programs to optimize new client acquisition levels.
• Received Employee Performance Award after maintaining sales achievement of 110% growth in 2018 And trending positive for 2019.
• Actively managing top 25 commercial clients with 500 and more employees.
• Recruited and hired new branch employees.
• Proven track record for promoting and developing employees.
• Served as liaison between customers, store personnel and line of business partners.
• Generated leads and capitalized on valuable business opportunities to bringing in new company revenue and improve bottom line profit.
• Demonstrated strong leadership skills by leading daily, weekly and monthly sales meetings.
• Awarded Signature Circle award for top performer branch in company.
• Delivered Financial Wellness sales presentations to investment clients.
• Providing trusted advisory services to high value clients.
• Oversaw work of 50 plus investment banking personnel book of business.
• Built productive relationships with stakeholders to continually develop new business.
• Maintained trusted relationships with existing customers through advocating for the clients finacial well-being.
• Proactively connected with investment clients by conducting financial review meetings.
• Board of Directors /YMCA MATT GRIFFIN , 2016 - 2018
• Board of Directors/Des Moines Legacy Foundation, 2014 - 2016.
• VP, AKBING Board Member/Key Bank Impact Group, 2018 - Current.
• Fast Track Program, Banker to Manager.
• Financial Wellness Work Shop.
• Financial Literacy Work Shop.
• Financing Your Future Workshop.
• Protecting Your Finances Workshop.
• Saving For Your Future Workshop.