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Work Background
FiservDirector, Enterprise Sales Strategist
Jun. 2020 - Nov. 2024• Leveraged industry expertise and client’s key business requirements to understand client’s priorities and identify ways to improve business performance with appropriate Fiserv solutions and services
• Serve as client's advocate and secondary point of contact by elevating the visibility of the client’s requirements and issues across Fiserv
• Work hand in hand with the lead sales executive to assist in managing the sales process
• Ensure proper alignment and hand-off to the solution delivery team to ensure the implementation team has accurate historical data regarding the deal and client
FiservClient Service Partner V
Feb. 2017 - Jun. 2020• Assume the leadership role in managing Fiserv overall business relationship with a small portfolio of large clients from a strategic and consultative perspective
• Establish and maintain effective relationships with key senior executive and operational decision makers
• Leveraged Fiserv internal resources, including business unit and corporate executives, to establish and maintain an effective relationship with the client
• Leveraged industry trends and Fiserv competition knowledge to demonstrate Fiserv value proposition
Wilson Bank & TrustStrategic Project Manager
May. 2015 - Jul. 2016• Achieve operational objectives by contributing information and recommendations to strategic plans and reviews
• Monitor timelines and flagged potential issues to be addressed
• Responsible for the planning and coordination of activity required to effectively manage multiple projects while tracking project deliverables using appropriate tools
VantageSouth BankRetail Operations Executive, SVP
Jun. 2013 - Apr. 2014Responsible for all Retail Operations and Credit. Provide oversight and management to the Support Services Services Department.
VantageSouth BankSupport Services, SVP
Feb. 2012 - Jun. 2013Oversee overall support for the organization.
Capital BankMarketing Executive, SVP
May. 2011 - Nov. 2011Raleigh-Durham, North Carolina AreaManaged the Marketing Department working to leverage product knowledge and market expertise to develop and deploy sales and marketing strategies. Managed the overall marketing and sales programs to support the strategic business goals of the bank. Key Contributions: ➢ Develop annual marketing plan and the strategies, tactics and resources in support of organizational strategy and objectives ➢ Plan and administer the banks marketing operational budget, support development of regional marketing budgets ➢ Provide leadership in the development of affiliations and partnership arrangements and for the design, development and implementation of products and service lines
Capital BankChief Administration Officer, SVP
Aug. 2007 - May. 2011Built and managed the Retail Banking Support Services and Facilties Departments. Manage the Compliance and Security Department working to leverage compliance and physical security processes and to develop and deploy policies and procedures. Key Contributions: ➢ Managed the integration and execution of all merger & acquisitions. Developed and executed a merger consolidation plan ➢ Facilitated all new branch construction/design and lead all branch openings/closings and relocations. ➢ Initiated a product development culture and process, which improved the management and oversight of the product platform ➢ Coordinated the selling and de-conversion of multiple branch locations ➢ Managed the Security/Risk Management Department
Capital BankDirector Support Services, VP
Jan. 2003 - Jan. 2007
Capital BankSenior Branch Administrator, AVP
Jan. 2001 - Jan. 2003
Capital BankBranch Operations Specialist, Banking Officer
Jan. 1999 - Jan. 2001
Capital BankCustomer Service Representative
Jan. 1997 - Jan. 1999
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