April Phillips Email & Phone Number

Lexington, Ky, Us

Lexington, Kentucky, United States

The Retail Distribution Sales & Strategy Team creates and delivers innovative, forward-thinking Financial Wellness strategies and tools to support all moving forward financially, resulting in consistent sales execution with seamless in-branch and digital delivery.

Lexington, Kentucky, United States

• Support sales and customer experience strategy execution• Accountable for tactical execution in multiple channels/business segments• Support the development of tactics aligned with strategic priorities. Implement initiatives to grow revenue including acquisition, growth, retention, and cross-channel experiences.• Identify variability in performance and make recommendations to to address performance gaps through observation, coaching and skill development• Direct the development and delivery of readiness materials for the execution of sales and client experience initiatives• Coordinate the execution of sales and customer experience strategies and tactics with key stakeholders. Monitors, observes and coaches at the front line. Communicates results and best practices, and makes recommendations to management.Recognition/Awards:Diversity & Inclusion Individual Champion Award (2016)Diversity & Inclusion Workforce Regional Council Award (2019)Market All Stars Award (2019, 2020, 2021, 2022)Circle of Excellence Award (2020)

Versailles, Kentucky, United States

• Responsible for leading all aspects of branch performance. • Drive revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial wellbeing. • Create a differentiated customer experience, making banking easy in an omni channel environment. Collaborates with a broad range of eco-system partners. Accountable for risk management and compliance . • Built a high performing team through the attraction, on-boarding, coaching and development of branch team members.• Utilize a branded sales process to achieve sales targets and customer loyalty. Achieved branch revenue growth through the acquisition and share-of-wallet growth of consumer and business households and through collaboration with eco-system partners. Drives business banking results primarily through business development and community involvement activities.• Managed and coached to the delivery of a differentiated client experience. • Drive the employee experience. Talent acquisition and retention through effective onboarding, coaching and development. Ensure employees achieve performance and activity expectations through effective and ongoing performance management. Models PNC values by cultivating and supporting an inclusive workplace.• Managed operational, human capital, reputational and business risk. Exercised leadership, authority and sound decision making to mitigate sales practice risk. Ensure compliance with regulatory guidelines and adherence to established policies and procedures.Awards/Achievements:Circle of Excellence Award recipient (2011, 2013)Market All Stars Award recipient (2013, 2014, 2015)Achievement Award recipient (2011)Sales Champion Award (2009)Leadership:Woodford County Chamber of Commerce, Treasurer (2016-2017 term)Woodford County Chamber of Commerce, Vice Chair (2014-2015 term)Woodford County Chamber of Commerce, Board Member (2013-2014 term)

Frankfort, Kentucky, United States

• Manage day-to-day operations, administrative and operational compliance of the branch• Assisted with coaching and development of individual team members• Maximize branch sales productivity and improve employee capability through coaching and mentoring • Lead and manage conversion of service requests to sales and customer onboarding • Ensure delivery of excellent customer service to create customer advocates and earn the right to expand relationships

Frankfort, Kentucky, United States

• Acquire and deepen the branch customer base through a variety of proactive sales and service activities. Managed the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborated with ecosystem partners to grow customer's share of wallet. Positioned PNC solutions to drive new revenue and customer loyalty.• Engaged in proactive sales conversations through internal and outbound interactions with a defined sales process. Delivered a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leveraged ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.• Created customer loyalty and customer share of wallet growth through a differentiated customer experience.• Educated customers on options for managing financial transactions by leveraging technology, tools and resources.• Applied product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.• Managed risk through adherence to all policies and procedures, demonstration of sound judgment within established limits. Demonstrated a heightened scrutiny to identify and avoid loss. Participated in branch daily operations, ensuring they are completed in an efficient and accurate manner.

Frankfort, Kentucky, United States

• Deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Process a variety of customer interactions. Educate customers on alternatives available for their financial interactions. Identify banking opportunities during the customer interaction and refers as appropriate.• Identify opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or PNC ecosystem partners.• Apply product and procedural knowledge to solve customer's problems.• Adhere to all policies and procedures, demonstrating sound judgment within established limits. Ensure teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.