In this role, I own the relationship between Paycor and two different retail banking brands. I am responsible for driving partner engagement, leading to lead creation and ultimately, delivering new clients to Paycor. In order to do this effectively, I directly lead a team of sales executives and sales managers in addition to my responsibilities working hand in hand with banking executives and other leaders to build effective strategies, that achieve mutually beneficial outcomes.Grew revenue by 38% YoY in my first year.Grew leads by 28% YoY in my first year.Increased win rate by approximately 4% YoY in my first year.

•Leader of an Inside Sales team of up to 9 FTE.• In 2020, exceeded plan by 5% and increased 8% year over year in policy count and exceeded plan by 19% and increased year over year by 5% in Premium Credit. This was while approximately 65% staffed throughout the year due to a Covid 19 hiring freeze.• In 2021, met plan and matched previous year’s production in Policy Count while exceeding plan and increasing year over year production by 24% in Premium Credit. This was achieved despite much higher goals and being staffed at approximately 65% staffing.o This is especially noticeable when looking at a "per rep" basis where 2020 produced 118% of plan and 121% year over year growth and 134% to plan and 118% year over year growth 2019-2020 in the same respective goals per rep. And in 2021, when "per rep" goals were 144% of plan and 118% year over year and 177% of plan and 148% year over year 2020-2021. • Led project team to create a brand new QA process which holds reps accountable to defined criteria with consistent scoring across the board. This allowed for more feedback from QA and also gave managers ~3 additional hours per week to directly coach the team.• Partnered with our Salesforce team to build 6 time saving reports and 4 new, more effective dashboards. This gave managers ~7 additional hours back per week to focus on coaching direct reports and competing priorities while also giving sales agents better resources directly leading to more opportunities to speak to our clients.• Led project to build a new outbound dialer which focused on calling conserving business written by our call center sales force. Early results show an increase of around 2.5% of policies kept in force and also anecdotal feedback from the team about how impactful this is in helping them maintain their business.

• Direct Manager of two departments simultaneously; Click to Chat and Consumer Banking Advisors• Click to Chat- Digital Web-Based Chat environment. o Key stakeholder helping to develop Click to Chat pilot from inception. o Led team responsible for creating training materials. o Coordinated with business partners across multiple channels to ensure successful launch of pilot.o Successfully implanted training to ensure team is capable of assisting customers with online consumer deposit and credit card applications as well basic customer servicing and answering general bank questions. o Responsible for all aspects of performance management.• Consumer Banking Advisors-o Successfully led top performing team of sales professionals while maintaining high levels of sales integrity by keeping the customer at the center of our focus. o Responsible for driving results in order to meet monthly, quarterly and yearly goals for deposit accounts, savings accounts, credit cards and consumer loans. o Double digit production increase year over year, for 4 consecutive years.o Successful in turning underperforming team into department leader in quality monitoring metrics.o Subject matter expert, responsible for partnering with other lines of business when additional training and/or new policies are procedures are needed. o Successfully led team through consultative sales training and certification process.

• Direct manager of two different teams simultaneously: Money Management Education Department & Click to Chato Money Management- Outbound Call Center environment. Able to adhere to established policies and procedures while achieving phone productivity goals and meeting department service levels.o Team responsible for outbound calling to bank customers who may be in need of Money Management Education and providing advice and tools to assist these customers in achieving their financial goals.• Successfully implemented customer service excellence strategies to improve our conversations and help to provide a better customer experience. • Click to Chat- Digital Web-Based Chat environment. o Key stakeholder helping to develop Click to Chat pilot from inception. o Led team responsible for creating training materials. o Coordinated with business partners across multiple channels to ensure successful launch of pilot.o Successfully implemented training to ensure team is capable of assisting customers with online consumer deposit and credit card applications as well basic customer servicing and answering general bank questions. o Responsible for all aspects of performance management.

• Call center environment. Able to adhere to established policies and procedures while achieving phone productivity goals and meeting department service levels.• 4 Direct reports including 2 installment loan fulfillment specialists and 2 retail coordinators.• 28 second level reports consisting of Consumer Banking Advisors responsible for opening new deposit, card and loan products.• Successfully implemented consultative sales strategies with installment loan fulfillment team to help meet cross sell, referral and production goals.• Responsible for coaching, discipline, mentoring, one on ones, team meetings, and performance of 4 direct reports. Also assists in coaching, mentoring, one on ones, and team meetings for 28 non direct reports. • Led or assisted with on boarding new hires in 3 different departments. On boarding consisted of consultative sales training, systems training, and product knowledge• Responsible for organizing and running 2 weekly huddles with sales agents and other management to discuss business results, new sales initiatives and any policy or procedure changes.