- Spearheaded organization tactical plans for profitable revenue growth and client activation, driving a significant increase in customer engagement and sales.- Supported the Client Success Organization in all aspects of retail banking, activation, workshops, training strategies, and product launch initiatives, enabling implementation and client satisfaction. - Developed and delivered thorough training programs, offering one-on-one coaching, performance feedback, and ongoing support to ensure effective use of the organization's products and systems.- Collaborated with leadership and presented detailed, data-driven training sessions to C-Suite staff, leveraging analytical skills to enhance staff knowledge and sales strategies. - Achieved revenue quota in 2023 and earned recognition in the President's Club for outstanding performance and contributions.- Earned an outstanding score on annual client satisfaction surveys by consistently delivering exceptional service and fostering strong client relationships.- Introduced an effective travel strategy that reduced team travel expenses optimizing resource allocation and enhancing operational efficiency.- Created and implemented the "Kasasa in the Classroom" training program, educating clients on product use and demonstrating how Kasasa supports clients in achieving goals, meeting all key performance indicators (KPIs) for new client launches and training sessions. - Coordinated meetings, conferences, and events to advance advocacy efforts, communicating with diverse audiences through public speaking engagements and collaborated cross-functional initiatives.

- Managed account retention and client satisfaction, consistently exceeding cross-sell and up-sell targets within the assigned book of business, enhancing the overall value of client partnerships.- Developed and executed comprehensive Account Business Plans and Accounting Reviews, driving account penetration and total managed accounts overseeing relationships with signed clients.- Accomplished remarkable revenue growth in Q4 of 2021 and Q1 of 2022 by leading consultative discussions with executive teams and utilizing trend analysis to support partners in implementing critical growth initiatives. - Ensured a noteworthy client survey return rate within the territory in 2022 by maintaining proactive communication and serving as the main point of contact, reinforcing client trust and satisfaction.- Demonstrated exceptional sales acumen, fulfilling all critical cross-sale metrics and strategic financial leadership by maintaining budget discipline for all portfolio cancellations in 2021 and 2022.

- Qualified lender prospects based on set guidelines and secured new clients, driving the sales cycle from prospecting to signed contracts.- Presented the RateGenius program and conducted demos for prospective lender partners, managing all aspects of contact and communication until program launch, ensuring seamless integration.- Leveraged professional and industry connections to uncover new opportunities, expand the client base, enhance regional market penetration, and exceed sales quotas for 2019 and 2020.- Represented the organization and its products at trade shows, association meetings, and business development events while researching market trends, competitor offerings, and economic conditions to identify and capitalize on new opportunities.

- Oversaw branch operations and sales, managing a staff of eight personnel and promoting a culture of sales and service excellence; led the team to consistently exceed monthly sales goals while maintaining high levels of customer satisfaction.- Developed and implemented business development and marketing strategies tailored to branch goals, building strong relationships with local businesses and the community to drive growth and enhance the branch's market presence. - Exercised conflict resolution and service recovery skills, using empathy and empowerment to coach and develop branch staff in sales and service knowledge, resulting in minimized turnover, maximized customer satisfaction, and consistently high employee morale.

- Provided leadership to ensure outstanding customer service by coaching, training, and mentoring staff members, resulting in consistently high customer satisfaction scores. - Managed all aspects of branch operations, including achieving satisfactory audit ratings, handling critical operational metrics to minimize risks and losses, and maintaining high standards for cash control, monetary transactions, security, and policy compliance. - Supposed the Branch Manager in various tasks, including overseeing P&L to facilitate branch profitability, cross-training staff, and enforcing compliance with audit and regulatory procedures, leading to improved branch performance and efficiency.