Summary
Overview
Work History
Education
Skills
Professional References
Professional Highlights
Timeline
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Natasha Newsome

High Point

Summary

Results-driven banking professional with over 15 years of experience in Treasury Management, commercial banking support, retail banking leadership and client relationship management. Highly detail-oriented with a strong track record of improving processes, supporting sales teams, and enhancing client experience. Proven ability to lead projects, streamline operations, and develop reporting tools that drive performance.

Overview

15
15
years of professional experience

Work History

Senior Treasury Management Sales Analyst

First Horizon Bank
Greensboro
2022.06 - Current
  • Collect and analyze client and prospect data to support Treasury Management sales efforts
  • Prepare sales materials and marketing collateral for client and prospect meetings
  • Assist Treasury Management Sales Officers with call preparation and follow-up
  • Support client onboarding and implementation to ensure a seamless experience
  • Provide continuity and sales support in the absence of sales officers
  • Initiate fulfillment processes and ensure customer satisfaction throughout implementation

Vice President, Client Experience Officer

Southern First Bank
Greensboro
2021.02 - 2022.06
  • Managed daily operations of a retail banking office
  • Opened accounts and implemented Treasury Management services (ACH, Remote Deposit Capture, Positive Pay, Wires, Online Banking, Bill Pay)
  • Supported commercial loan officers and their clients
  • Identified new sales opportunities and strengthened client relationships
  • Resolved client issues and provided product and service guidance

Assistant Vice President, Treasury Management Sales Analyst

Pinnacle Financial Partners
High Point
2019.01 - 2021.02
  • Implemented Treasury Management services and handled all product setups
  • Trained clients on Treasury Management platforms and services
  • Provided daily client support for service and operational inquiries
  • Identified cross-sell and new business opportunities

Assistant Vice President, Treasury Management Implementation Coordinator

HomeTrust Bank
Greensboro
2015.07 - 2018.12
  • Implemented Treasury Management services and reviewed client agreements
  • Served as liaison between clients, sales teams, and third-party providers
  • Produced monthly pipeline reports and audited fee income accuracy
  • Assisted with product development and enhancements
  • Supported Director of Treasury Management and project teams

Banking Officer, Treasury Management Implementation Coordinator

CommunityOne Bank
Asheboro/Greensboro
2013.11 - 2015.07
  • Managed Treasury Management implementations and client onboarding
  • Reviewed and audited agreements for accuracy and compliance
  • Acted as central point of contact for internal and external stakeholders
  • Generated pipeline reporting and supported product initiatives

Commercial Banking Executive Assistant / Relationship Assistant

CommunityOne Bank
Asheboro/Greensboro
2011.03 - 2013.11
  • Prepared credit approval packages and coordinated loan closings
  • Managed confidential commercial banking records and reporting
  • Supported commercial bankers with client requests and documentation
  • Assisted in preparing executives for board meetings

Education

Bachelor of Science - Business Administration

University of North Carolina at Greensboro
Greensboro, NC

Randolph Community College
Asheboro, NC

High School Diploma -

Southwestern Randolph High School
Asheboro, NC

Skills

  • Treasury Management Operations
  • Treasury Management Services
  • Retail Banking Leadership
  • Sales Support & Pipeline Management
  • Client Onboarding & Relationship Management
  • Process Improvement & Audit Controls
  • Commercial Banking Support
  • Data Analysis & Reporting
  • Microsoft Office Suite

Professional References

Kara Farrar, KB Realty, Asheboro, NC, 336-963-5377

Kendall Hinshaw, Sales Manager Omni hotels, Greensboro, NC, 404-857-5590

Professional Highlights

  • Over 15 years of banking experience with a focus on Treasury Management
  • Played a key role in developing a Treasury Management sales pipeline and audit process
  • Created reporting tools and scorecards for commercial banking teams
  • Led commercial banking team efforts during bank mergers
  • Developed ACH renewal processes to improve efficiency and reduce client impact
  • Enhanced client experience through 360-degree Treasury Management reviews
  • Maintained and managed Treasury Management Playbook for internal use
  • Contributed to product development and cross-functional project teams

Timeline

Senior Treasury Management Sales Analyst

First Horizon Bank
2022.06 - Current

Vice President, Client Experience Officer

Southern First Bank
2021.02 - 2022.06

Assistant Vice President, Treasury Management Sales Analyst

Pinnacle Financial Partners
2019.01 - 2021.02

Assistant Vice President, Treasury Management Implementation Coordinator

HomeTrust Bank
2015.07 - 2018.12

Banking Officer, Treasury Management Implementation Coordinator

CommunityOne Bank
2013.11 - 2015.07

Commercial Banking Executive Assistant / Relationship Assistant

CommunityOne Bank
2011.03 - 2013.11

Bachelor of Science - Business Administration

University of North Carolina at Greensboro

Randolph Community College

High School Diploma -

Southwestern Randolph High School
Natasha Newsome