Accomplished and dynamic management professional with a solid and diverse background in corporate, retail, investment, and business banking. Proven track record of implementing operational and regulatory strategies to drive effectiveness and consistently achieve objectives. Strong multitasking abilities and exceptional service skills. Dedicated to the success of organizational goals. Possesses exceptional business acumen, adept at assessing organizational goals and implementing strategies to ensure both daily and long-term objectives are met. Demonstrated history of operational effectiveness, maintaining a high level of engagement. Recognized for leadership qualities and the ability to work with and manage individuals from various backgrounds, while promoting team values.
Overview
26
26
years of professional experience
1
1
Certification
Work History
SVP Regional Executice
Bank OZK
Winston Salem, NC
02.2023 - Current
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.
Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.
Championed innovation by encouraging cross-functional teams to pursue creative solutions to complex challenges.
Collaborated with executive leadership team members on long-term strategic planning that ensured sustainable success for the company.
Enhanced company performance by implementing new strategies and streamlining operations.
Established a culture of continuous improvement, leading by example to drive operational excellence across the organization.
Monitored key business risks and established risk management procedures.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Retail Area Manager, Senior Vice President
Truist Financial Corporation
Winston Salem / Greater North Charlotte, NC
09.2005 - 12.2023
Manage and led over 25 Retail Branches in the Winston Salem and Greater North Charlotte Market covering 11 counties with a deposit portfolio exceeding $2B. Managing high volume and high-performing retail branches with multiple lines of business including mortgages, investments and business banking. Oversee sales and service excellence. Recruit, mentor, develop and retain top talent. Analytic data with sales performance management and human resource management tasks. Manage expenses and revenue to meet organizational goals. Adherence to operational and compliance regulatory procedures and policies.
Key Highlights:
2023 -Rank in the top 10 in organization for total Area Performance
Received Branch showcase certification award
Gold Performance excellence winner
Ranked # 1 Licensed Branch leader Central Carolina Region and Rank # 4 in Organization
Area Manager Mentorship program graduate in 2012
Edge leader Performance
Maintained compliance with company policies, procedures, and safety standards while overseeing multiple locations.
Compiled and analyzed data to determine approaches to improve sales and performance.
Collaborated with executive leadership team members on long-term strategic planning that ensured sustainable success for the company.
Influenced organizational change initiatives that resulted in significant improvements in workplace efficiency and employee satisfaction.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Banking Operations Specialist
First Union Bank Inc. / Central Carolina Bank
Wilkesboro, NC
05.1999 - 12.2005
Retail Banking Operations
Oversaw daily banking operations as teller balancing and research. Handled fraud, kiting, adjustment and exception items management. Maintained records and prepares required monthly reports. Communicated with other Bank departments/personnel to assist in answering questions and resolving issues. Completed client research through R&D library to obtain check and statement copies.
KeyHighlight:
Served as a sales leader/coach.
Reduced operational errors by conducting thorough audits and providing staff training.
Improved risk management with diligent monitoring of financial transactions for potential fraud or suspicious activity.
Streamlined banking operations by implementing new procedures and optimizing workflow.
Led efforts in maintaining compliance with federal regulations and internal policies through regular reviews and updates.
Implemented policies to improve efficiency and team performance.
Developed comprehensive reports on operations performance, providing valuable insights for decision-making processes.