Performance-driven Senior Executive eager to contribute dynamic business development and managerial skills toward supporting the employer in maximizing results

 

 

Ø  Lending & Risk Management

Ø  Financial Planning & Analysis

Ø  Sales and Client Relationship Building

Ø  Cash & Asset Management

Ø  Forecasting & Due Diligence

Ø  Customer Acquisition

Ø  Customer Retention

Ø  Strategic Planning & Implementation

Ø  Business Development

Ø  Needs Assessment

Ø  Cross-Functional Team Leadership

Ø  Cost-Effective Problem Solving

Ø  Training & Development

Ø  Budget Planning and Forecasting

 

 

BRANCH BANKING & TRUST CO., Jacksonville, FL                                                  May 2008 C Present           

Financial Center Leader / Assistant Vice President

  Play a solid role in growing business by effectively managing and leading top-performing retail banking team

  Drive financial center success and produce measurable results by coaching to specific behaviors, activities and practices

  Oversee monthly income and complete full-scale expense analysis based on performance and results

  Analyze weekly, monthly and quarterly trend reports to determine action planes, focus areas and strategies

  Build customer base by prospecting and cold-calling potential clients; ensure smooth transition of services for new clients

  Mitigate risk while acting as financial center lender for both retail and commercial lending requests, including discussing lending needs, reviewing applications, underwriting requests, collecting documentation for verification and making the final decision on the requests

  Strategically expand market penetration and competitive leveraging by actively representing company in interfacing with community within target market

  Maintain complete accountability for yearly growth and profitability measures

  Successfully manage loan portfolio, including special asset accounts, short-term delinquency collections, processing modifications, analyzing the bank s position and ensuring strong margin between interest paid on liabilities and interest collected on assets

 

WACHOVIA BANK, N.A., Jacksonville, FL                                                               Jan 2006 C May 2008

Small Business Licensed Financial Specialist / Bank Officer

  Increased customer loyalty by providing exceptional service while managing an assigned book of business; developed accounts and increased revenue by acquiring new deposits, loans and investments

  Oversaw personal and business lending up to $500,000, opened new accounts, sourced new lending opportunities, sold securities/investments and provided financial consulting

  Consistently met monthly goals for checking account quantity, deposit account volume, loan volume, investment income, net new and customer service scores

  Generated new business and grew existing business by coaching and motivating employees to uncover leads and referrals for follow-up

 

SUNTRUST BANKS, INC., Richmond, VA                                                                  Jul 2007 C Jan 2006

Assistant Branch Manager / Bank Officer

  Hired into SunTrust s executive trainee program due to outstanding candidacy; promoted to Assistant Branch Manager in Jan 2004 with accountability for highest weight of sales goals for the branch

  Oversaw full-scope responsibilities for opening new accounts, keying loan applications, servicing client requests, obtaining licenses to sell Fixed Annuities, coaching FSR s and tellers to meet set goals, performing yearly reviews and handling disciplinary action

  Drove service excellence while managing a team of two financial service representatives and four tellers

  Received the President s Cup and Showcase Branch award

  Completed a four month tenure with United Way of Richmond as a loaned executive for their annual fundraising campaign

  Managed weekly branch sales meetings and monthly as well as YTD goals for the entire branch

           

 

BRIDGEWATER COLLEGE, Bridgewater, VA                                                                                   2003

B.S. C Information Systems Management / Coaching Minor (3.0 GPA)

  4 year Varsity Baseball starter

 

 

RIVERSIDE ROTARY CLUB OF JACKSONVILLE                                                              2009 C Present

Sergeant at Arms

 

JACKSONVILLE CHAMBER OF COMMERCE                                                                   2008 C Present

Westside Council

 

BIG BROTHERS/BIG SISTERS OF JACKSONVILLE                                                                         2009

Mentor

 

THE PLAYERS                                                                                                                    2007 C 2008  

Admissions Committee