Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
16
16
years of professional experience
1
1
Certification
Work History
WHOLESALE PAYMENTS VIRTUAL PAYMENTS CONSULTANT III
BB&T, now Truist
05.2019 - Current
Liaised with clients, management, and sales team to better understand customer needs and recommend appropriate solutions for sending and receiving payments; Efficient in Merchant and Treasury products and pricing.
Cultivate relationships with partners and clients and creating detailed reports for management summarizing sales activity, client feedback, and market trends.
Hold weekly branch and monthly Executive Leadership presentations.
Adhere to all applicable regulations governing the bank industry including but not limited to Risk Management, Card Brand regulations and PCI Compliance standards.
Responsible for the day-to-day training and continued mentorship of new teammates (22 to date).
Respond to client inquiries to drive highest level of client service to continually develop and enhance relationships.
40-80 outbound, warm calls daily with constant communication between bank partners, clients, client support, and client retention while assisting with onboarding of new clients including verifying customer information and setting up accounts.
Attend trade shows and conferences where appropriate to promote products and services.
Demonstrate ability to meet or exceed monthly sales quotas consistently.
Generate monthly account activity reports for senior management review.
Ensure accurate data entry into the banking system by double-checking all entries for accuracy.
Helped meet changing demands by recommending improvements to business systems or procedures.
DIGITAL MEDIA EXECUTIVE
LocalEdge, A Division of Hearst Media Services
10.2009 - 05.2019
Provide customer service in a professional and efficient manner, resolving queries and banking issues quickly.
Collaborate with marketing team to develop innovative strategies for increasing lead generation and conversions.
Collaborate closely with other departments within the bank in order to ensure seamless operations.
Utilize CRM platform to manage sales pipeline, track progress, and forecast future performance.
Educate customers on product features and benefits as well as industry trends and best practices.
Consulted with clients to meet their online marketing needs including website creation, SEO, Google AdWords, and social media creation, presence and ongoing management
Acted as digital media relationship manager for 100+ local to national business clients over 18 campaigns in Wilson, NC and surrounding areas
Responsible for acquiring clients through cold calling, cold emails and warm leads
Presented clients (current, new, and prospective) with dedicated marketing communication for their core and foreign markets
Consulted with regional managers and peers to handle complex issues for long standing clients in order to retain and increase business relationship
Leading office in digital and print sales (net and new) for 18 campaigns with over $150k quota per area
Energized and lead office peers through rigorous training for new products for over 100 employees
Consistently met and exceeded sales quotas set by area and regional management
Consistently recognized by the company for leadership in both digital and print sales
Met and exceeded monthly and quarterly goal consistently for entire term.
Rookie Of the Year 2019
Best of the Vest 2021 & 2022 for Outstanding Performance
Gold Performance Award for exceeding new net revenue.
Sterling Performance Club 2019, 2020, 2021, 2022
Banking Officer
Assistant Vice President
Education
Meredith College
01.2002
Skills
Product and Service Sales
Time Management
Superior Organizational Skills
Customer Relationship Management
Presentation/Project Development
Goals and Performance
Revenue Growth
Consultative Sales Techniques/Full-Cycle Sales Process
CRM Systems
Sales/Negotiation/Tenacious Follow-Up
Team collaboration
Certification
Google Adwords Authorized Reseller
Search Engine Optimization (SEO)
Yahoo Behavioral Targeting (YBT)
Email/Text Marketing
Search Engine Marketing (SEM)
Social Media Management (SMM)
Internet Yellow Pages (IYP)
Recognitions
• Met and exceeded monthly and quarterly goal consistently for entire term.
• Rookie Of the Year 2019
• Best of the Vest 2021 & 2022 for Outstanding Performance
• Gold Performance Award for exceeding new net revenue.
• Sterling Performance Club 2019, 2020, 2021, 2022
Timeline
WHOLESALE PAYMENTS VIRTUAL PAYMENTS CONSULTANT III
BB&T, now Truist
05.2019 - Current
DIGITAL MEDIA EXECUTIVE
LocalEdge, A Division of Hearst Media Services
10.2009 - 05.2019
Meredith College
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