SALES    

HAPPY

Sunwest Bank

Successfully achieved 90% of an $11-million annual deposit/loan/treasury threshold goal by the middle of the second quarter while leveraging a diverse skill set to orchestrate and direct comprehensive deposit growth and sales initiatives for the entire state of Utah. 

Elevated revenue through adept management of the full client life cycle, nurturing and maximizing value from existing clients, prospecting for new client deposits, commercial loans, treasury management business, merchant services, investment opportunities, and other bank partners, while continuously refining and enhancing strategies to deliver growth and a positive experience.

Prepared new account and treasury documents, with a focus on compliance, regulations, and exceeding client expectations. 

Fostered trusted relationships with clients, colleagues, and third-party business partners via 
community involvement to build the brand, facilitate high quality sales, ensure superior service, and identify areas for opportunity and growth.

 Strategically drove deposit and loan growth through B2B initiatives; cultivating existing relationships, actively participating in weekly networking events, cold calling, and collaborating with Chambers of Commerce, non-profits, and targeted associations to enhance professional engagement and business development.

VP Relationship Manager

Capital Community Bank

Built branch core deposits from $11million to $31million in 2020 demonstrating adaptability amidst the challenges posed by the Covid pandemic. Consistently surpassing sales goals monthly, quarterly, and annually. Enhanced revenue through the skillful orchestration of the complete client life cycle, fostering and optimizing value from our loyal clientele.  

 Utilized extensive marketing, networking, and relationship-building activities to boost branch core deposits, treasury management products, commercial loans, merchant services, investment options, and other bank partners, while maintaining a keen focus on refining strategies to drive growth.

Managed Daily Operations: GL Reports, NSF Report, Non-Post, CTR Report, OFAC, Holds, Stop 
Payments, Wires, Reg E disputes, transactions/regulation reports, etc. Ensured audit procedures, staff scheduling, Disaster Management Plans, branch productivity, weekly surprise audits, verified/approved large cash transactions.

Opened and Closed Accounts: Point of contact for Business and Personal clients, collected documentation 
for CIP compliance and regulations, provided full-service account support and maintenance on a variety of  services-Treasury Management, Online Banking, Bill Pay, Positive Pay, Merchant Services, Lock Box, 
Remote Deposit, Sweep Accounts

Inspired and influenced team on various projects and duties, to meet deadlines and complete tasks. Held 
weekly meetings to evaluate prior week’s objectives and results, review updated policies and 
procedures, set new goals for the week, and addressed any concerns. Collaborated and approved team 
member’s quarterly and annual performance objectives and goals. 

Oversaw the branch annual budget. Exercised discretion on monthly and annual purchases. 

Active role on company’s Golf Tournament Committee; Inviting prospects and existing clients, 
organizing promotional items, assisting with check-in, ensuring golfers enjoy their experience.

VP BRANCH MANAGER

Camp Hobe' Inc

Audit Oversight: Diligently audited monthly bank accounts, scrutinized credit card statements, and meticulously reviewed investment portfolios to ensure utmost accuracy, adherence to compliance standards, and prevent potential fraud. 

Contributed financial expertise and oversight to support the organization's mission, reinforcing its financial integrity. 

Donation and Revenue Initiatives: Actively drove campaigns to collect donations and request revenue, reinforcing the organization's financial stability and its ability to serve its mission.

Treasurer

Camp Hobe' is a camp for children with cancer, and their siblings.

Salt Lake Chamber

2nd Chair Steering Committee – Helped plan monthly Ambassador meetings, speakers, and tours
 Golf Tournament Committee –  Proactively engaged in the promotion of the event via social media, driving registration and securing raffle donations. Invited potential banking prospects to join my golf foursome, fostering valuable connections.
Contributions to Activities: Played an integral role in supporting various initiatives, including Ribbon Cuttings, monthly meetings, Business After Hours, Galas, and other networking events.

President's Ambassador

First Community Bank Utah

Oversaw daily branch operations and growth within the county.  Implemented and oversaw the introduction of new products, services, and technology, driving member growth and successful rollouts of innovative offerings.

Exceeded sales/growth goals quarterly and annually. 

Developed and empowered high-performing teams to deliver exceptional world-class customer service through effective coaching and motivation, creating a dynamic, vibrant and productive work environment.

Marketed external and internal, all bank products as a vital package to both Businesses and Personal clientele. Developed and implemented ‘dramatic differences’ from competitors, so we could capture new customers, retain current customers, and help our customers grow their own business. 

 Strategically drove deposit and loan growth through B2B initiatives; cultivating existing relationships, actively participating in weekly networking events, cold calling, and collaborating with Chambers of Commerce, non-profits, and targeted associations to enhance professional engagement and business development.

Managed teller operations: scheduling, staffing, productivity, transactions, regulation reports, weekly 
surprise audits, weekly staff meetings, verified/approve large cash transactions. Balanced Teller GL Reports, NSF Report, CTR Report, Disaster Management Plans, OFAC, Holds, Stop Payments, Wires, 
Reg E disputes, etc.

Opened and Closed Accounts: Point of contact for Business and Personal clients, collected documentation 
for CIP compliance and regulations, provided full-service account support and maintenance on a variety of services-Treasury Management, Online Banking, Bill Pay, Positive Pay, Merchant Services, Lock Box, 
Remote Deposit, Sweep Accounts

Participated and contributed on various bank committees: Compliance Committee, Community 
Reinvestment Act Committee, Golf Committee, New Accounts Committee, Branch Manager Committee, & Centennial Committee

VP SL County Regional Branch Manager

Wells Fargo Bank

Aggressive marketing of new/existing businesses for various bank products-both the Business AND the business’s employees (I was in the top 3% sales team corporate wide) 

Process Business and Consumer loan applications; Unsecured, Secured, Gather taxes/financials 

Open bank products for Business and Consumer Clients 

Referred Business and Consumer Clients to ‘partners’ within the Wells Fargo Team; Business Banking, Investments, Trust, Mortgage, Wells Fargo Financial, Payroll, Insurance, etc 

Verification and approval of large cash transactions 

ACH and Wire Transfer initiation, review and approval

Senior New Accounts Rep

If you're not happy....EDIT your life!
Life is short! Do what you love! Do what makes you happy!

Dedicated and results-oriented professional with a proven track record of building strong relationships, exceeding revenue goals, and upholding relentlessly high standards. Passionate about creating, developing, and empowering high-performing teams while remaining committed to delivering growth and a positive experience.

Let's go golfing!

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