Results-driven Financial Services Leader with over 18 years of progressive experience. Expertise in implementing policies and controls effectively within branch operations. Proven track record in leading teams, managing operational risk, and addressing sensitive issues while fostering accountability and understanding. Committed to clear communication and ethical leadership.
Overview
15
15
years of professional experience
Work History
Relationship Manager
1st Advantage Federal Credit Union
12.2024 - Current
Lead a six-person branch team with responsibility for operations, lending, member experience, people leadership, and risk. I balance production goals with the responsibility to protect the member and the credit union.
Managed interviewing, hiring, scheduling, performance reviews, coaching, and development.
Developed and taught 'Motivating Your Team to Greatness,' a leadership class that equipped leaders with practical coaching techniques to enhance team accountability.
Pay attention to patterns, not just individual mistakes. I use recurring issues and exceptions as coaching opportunities and look for ways to make expectations and processes clearer.
Aligned branch operations with internal controls, procedures, and risk expectations. Addressed missed items, determined necessary changes, and ensured follow-through.
Achieved the 1st Advantage Taking Flight Award for making a meaningful impact within my first year with the credit union.
Branch Leader
Truist Bank
06.2022 - 12.2024
Led a five-person branch team and was accountable for the full branch, including operations, controls, teammate development, client experience, and business performance.
Ensured understanding and adherence to policies and procedures, addressed exceptions promptly, and reinforced standards through ongoing coaching.
Guided teammates through changing priorities and policies, providing clear expectations and actionable next steps.
Oversaw hiring, scheduling, performance reviews, and daily leadership decisions, balancing risk management with client needs and business outcomes.
Learning Facilitator
Truist Bank
04.2021 - 04.2022
Chosen for a special Learning Facilitator assignment during the SunTrust and BB&T merger based on my experience and ability to connect with teammates.
Facilitated sales, service, and operations training for new and existing teammates amid changing policies, systems, and processes to ensure smooth transitions.
Made complex information easier to understand by using real examples, questions, and conversation instead of simply reading from training material. Supported pilot programs during process changes.
Personal Banker
SunTrust Bank
03.2016 - 04.2021
Managed client relationships across deposits, consumer lending, financial guidance, and everyday banking, ensuring compliance with documentation, policy, and regulatory requirements.
Chosen as a SunTrust “Digital Guru,” joining a small companywide group known for strong online banking knowledge and assisting teammates and clients in using the platform confidently.
Assisted clients with account inquiries and banking services.
Educated customers on financial products and services available.
Processed loan applications and conducted credit assessments.
Branch Manager
SunTrust Bank
09.2015 - 03.2016
Led six-person branch team, trained new hires, managed performance to enhance service quality, and built client relationships to drive customer satisfaction.
Managed daily operations and ensured compliance with banking regulations and policies.
Led a team of employees, fostering a collaborative and productive work environment.
Developed and implemented strategies to enhance customer service experiences.
Teller Coordinator
SunTrust Bank
01.2015 - 09.2015
Coordinated cash controls and approvals, ensured security and operational accuracy, and supported tellers with policy guidance.
Coordinated daily operations of teller staff and branch activities.
Trained and mentored new tellers on policies and procedures.
Ensured compliance with banking regulations and internal controls.
Teller III
SunTrust Bank
07.2011 - 01.2015
Established a strong operational foundation through cash handling, balancing, opening and closing procedures, and daily branch controls.
Processed customer transactions accurately and efficiently at SunTrust Bank.
Assisted customers with account inquiries and provided banking solutions.
Maintained cash drawers and balanced daily transactions consistently.
Education
Phoebus High School
Hampton , VA
Skills
Consumer Lending
Business Relationship Management
Operational Risk & Controls
Operational compliance
Policy execution
Branch Operations
Team leadership
Performance Management
Performance coaching
Leadership coaching
Training & Facilitation
Talent acquisition
Employee Development
Cross Functional Partnership
NMLS Registered
Microsoft Office
Judgment and discretion
Personal Information
Title: BANKING OPERATIONS | RISK & CONTROLS | PEOPLE LEADERSHIP