Oversee and coordinate activities related to credit unions, ensuring seamless operations and client satisfaction.Serve as the primary point of contact for escalated customer issues, resolving challenges effectively and maintaining positive client relationships.Deliver exceptional, personalized service to clients, ensuring they receive a "white glove" experience throughout their interactions with the company.Conduct onsite visits to client locations, fostering strong relationships, understanding their needs, and addressing any concerns in person.Engage in regular business reviews with clients to assess performance, discuss achievements, and identify opportunities for improvement or additional services.Identify and propose additional services that align with clients' evolving needs, driving upsell opportunities and enhancing overall client satisfaction.Collaborate with sales engineers during the implementation process, ensuring a smooth transition and alignment between client requirements and the proposed solutions.

Lead the management of integrated software partnerships, ensuring seamless collaboration and effective communication between our company and partner organizationsServe as the primary point of contact for clients, addressing inquires, resolving issues, and fostering strong relationships to enhance overalll client satisfactions.Develop and maintain reporting mechanisms to showcase active partnerships, providing partners with clear insights into collaboration metrics and performance.Proactively initiate contact with clients, identifying opportunities for growth, addressing concerns and understanding clietn needs to enhance the value of our partnerships.

Serve as the primary relationship manager under the MSP channel in the premier sector, to include overseeing/maintaining the largest client within the channel. Manage all escalations, sales goals and business development for all clients in assigned portfolio, while driving responsibility for client satisfaction, client communication, and overall management of the relationship.• Lead all aspects of direct sales and sales through partner relationships with assigned customers, attain revenue and market share objectives, and establish sales strategy for the products and services sold.• Achieved 130% to goal in 2021 via the managing and maintaining of a $7B portfolio.

Served as a primary relationship manager and liaison to mid-market and commercial business banking customers, branch banking customers and staff, while building trusting relationships with the SunTrust alliance and ensuring the delivery of merchant service options and outstanding customer service to their business customers. Retained clients by building relationships and growing portfolios through relationship management and cross-consulting.• Interacted with accounts, worked with partner representatives to acquire leads and promote solutions, and leveraged co-branded marketing collateral to source new opportunities.• Facilitated the training/coaching of bankers to more effectively analyze business needs when engaging with customers daily; achieved performance of 120% to goal, 2017.• Drove continuous education in the area of merchant services to assist owners in driving business efficiently.

BUSINESS BANKING SPECIALIST, Cartersville, GA (4/2013-7/2015)Built, managed and grew relationships with small, medium, and large business customers to analyze needs and recommend products/services to meet those needs in alignment with business strategy, while growing and deepening relationships with existing business customers and prospects to drive retention. Conducted proactive outreach via phone or in-person visits.• Maintained knowledge of bank services/products; serviced existing loan portfolio clients with daily needs, including payoff, advance and transfer requests, while identifying cross-selling and new business opportunities.• Consistently met/exceeded daily, monthly and quarterly goals; recognized as a Top Performer in Georgia for business sales, with a focus on merchant services and business credit.LICENSED PERSONAL BANKER, Villa Rica, GA (7/2012-4/2013)Managed and drove the promotion and sale of financial products and services via financial advisement and direction to consumers and small business customers. Processed all new account transactions and advised customers in their selection of various accounts and financial services; deposit account services, money markets, CDs, IRAs, LOCs, and home equity loans.• Opened and closed accounts, handle loan applications, and manage various customer service requests; execute the cross-selling of financial products and services to acquire 100% of customer business.

Led the promotion and sale of financial products/services to consumers and business customers inside and online via the development of customer relationships to identify and cross-sell products that met their banking needs. Processed transactions and advised customers on financial services that included deposit account services, money markets, CDs and loans.• Executed the cross-selling of financial products and services to acquire 100% of customer business.• Prepared customer financial plans through the opening of deposit accounts, payment processing, and assisting in the procurement of loans; consistently met/exceeded monthly and yearly sales targets.

Partnered with clients in all aspects of daily customer service, to include presenting information on available services, such as deposit accounts, lines-of-credit, financial product, insurance and annuity sales, cash handling and the opening of new accounts, as well as analyzing and determining customer financial service needs. Cross-trained in teller services.• Ranked #1 in Investment Sales for Atlanta District, 2009.