• Offer on-going training to existing employees including product knowledge, compliance and regulatory training, sales techniques, small business and consumer lending and cross-selling techniques.• Perform new hire on-boarding training.• Maintain Training Records for Compliance Auditors; Provide ROI% for classes that directly impact the Retail and Commercials Teams ~ 37% avg. referral increase over the past two years.• Coordinate, create, and implement all activities related to several training courses offered including soft skills such as Emotional Intelligence, Stress and Burnout Avoidance, DISC Behavior Assessments, and Personal Finance.

Serve as Back-up for District Manager for ICOR reporting, Service Coaching, and daily Check-in calls. Transferred to Level IV Store; Ranked in the top 20% in the Roanoke District for sales and service averages - 2010/2011. Ranked in the top 20% for the District in the 2011 Audit - overall rating of 95%. Transferred to Level III Store; Ranked in the top 50 branches in the Carolinas 4 months rolling and number one in the Uptown District YTD for sales and service. Promoted to Assistant Vice President and Senior Financial Center Manager due to strong leadership and the success of the Metro Charlotte “Referral Process.” 2009 Service Score average of 6.85%; Southpark Branch was rated #1 in Uptown Hub for hitting above 100% in all key areas. Developed and implemented a Referral Process that demands partnerships and accountability by all team-mates; process was implemented in every Financial Center in Uptown; Metro Charlotte Hub hit 60% avg. for teller referrals in 2006-2010. Southpark Office was #1 in Uptown Charlotte from 2006-2009. FCM Mentor - Coach/develop members of the FCM team to achieve sales goals in our retail industry while providing the utmost customer service available. Lead the financial center employees in establishing an environment that achieves all sales and service performance objectives, facilitates teamwork, and retains the best employees (CD - 131%, SBL - 169%, BIG3 - 130%, INV3 - 152%, FBV2 - 118%). Directly manage Human Resource processes for direct reports including both teller team and sales force - to include employee appraisals, disciplinary actions, and individual development plans.  Oversee daily financial center staffing to enhance customer service levels. Proactively call high value customers and identify potential opportunities for growth of customer relationships.

 Promote sales of all bank products/services, with direct responsibility for increasing Book of Business through new business development and account penetration. Site Support Specialist - provide developmental opportunities for other Financial Specialist, coach teammates, and offer additional leadership support to 125 sales representatives, accountable for top performance in sales goals with a commitment of 30% of daily activities to direct coaching for additional sales opportunities.  Promote internal/external referrals through relationship building and training/motivation of internal partners; assisted with training of new bankers. Event Planning - initiated and coordinated social, business, and fundraising functions for 150 sales representatives, enhancing product promotion, departmental relations, employee morale and customer referrals (examples include Banana Split `split the credit’ social; raffle fundraisers; year-end social; sales contests/prizes). Proactive Sales/Marketing - Developed strong referral base by establishing collaborative ‘partner’ relationships with internal PSRs and other cross-functional departments. Consistently exceed goals for Incentive Revenue Performance, Investment Product Referrals, deposit products and total loan volume. Rated top 10% of First Union Direct (FUD) CY 2001-2003. Assisted with Special Event Planning for $1.7M function for FUNB’s top producers. Designated Team Referral Champion (team of 22 Financial Specialists).

 Taught 6th - 7th Grades in school of ~ 1,200 students; taught 1st, 2nd, and 4th Grades in school of ~ 500 students. Developed and implemented creative ‘thematic’ teaching units and lesson plans, ensuring compliance with state-mandated SOL guidelines. Coordinated/participated in numerous fundraisers, fieldtrips, academic, social and civic programs. Led Hidden Valley to first #1 rank in United Way Campaign for Roanoke County Schools. Planned/Coordinated school-wise campaign and assembly.