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
06.2022 - 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
02.2021 - 06.2022
- 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
01.2019 - 02.2021
- 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
07.2015 - 12.2018
- 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
11.2013 - 07.2015
- 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
03.2011 - 11.2013
- 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, NCRandolph Community College
Asheboro, NCHigh School Diploma -
Southwestern Randolph High School
Asheboro, NCSkills
- 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
06.2022 - Current
Vice President, Client Experience Officer
Southern First Bank
02.2021 - 06.2022
Assistant Vice President, Treasury Management Sales Analyst
Pinnacle Financial Partners
01.2019 - 02.2021
Assistant Vice President, Treasury Management Implementation Coordinator
HomeTrust Bank
07.2015 - 12.2018
Banking Officer, Treasury Management Implementation Coordinator
CommunityOne Bank
11.2013 - 07.2015
Commercial Banking Executive Assistant / Relationship Assistant
CommunityOne Bank
03.2011 - 11.2013
Bachelor of Science - Business Administration
University of North Carolina at Greensboro
Randolph Community College
High School Diploma -
Southwestern Randolph High School