Support team sales goals with individual performance and referring identified clients to Integrated Relationship Managers(e.g., Premiere Banking, Treasury Service, Mortgage Loan Services, Insurance, Wealth, etc).• Advocate for Truist teammates improved experience through Voice of Teammates sessions, Bright Ideas Community, BRG’s, and internal discussion boards.• Maintain expert-level working knowledge on company policy and procedures to avoid operational risk and bank loss.• Schedule appointments with clients to meet with IRM Partners; Support the sales cycle as needed making phone calls, rescheduling appointments, gathering documentation for lending, and uncovering future opportunities for follow up. • Daily review and analyze reports. Engage clients in meaningful financial discussions matching needs discovered to recommended solutions.

Facilitated a highly interactive learning journey employing a variety of learning modalities to train and onboard teammates to execute on Truist Mission, Purpose, Values, and sales solutions process. • Virtually engaged, taught, and delivered blended learning journey to company employees deploying adult learning techniques and principles.• Performed administration duties prior and post class, analyzed behavior of class via internal reporting to enhance learning environment and effectiveness of training.• Provided feedback on suggested improvements to curricula, improve course rating, ease of learning, and improved readiness of trained audience.

Led, coached, and supported sales goals of branch and be a point of contact for all IRM Partners and others lines of business referrals.• Conducted daily huddles and supported sales goals. Increased Branch performance 40% securing a top 10th percentile of performing Branch in my first year as Branch Team Leader.• Resolved client concerns using a variety of deescalating tactics, used persuasive skills to recommend solutions assisting in retention and acquiring of new banking relationships.• Led our Roosevelt Branch to achieving #1, and #2 overall in yearly Decathlon performance above over 100 Branches in West Florida Region in consecutive years as leader. • Selected by Area Leader to assist in weekly training of 20 Branches of Branch Bankers and Tellers via conference impressing company mission, values, and improved sales production.

Learned and mastered sales process, became a subject matter expert on Truist policy and procedures, referred clients to IRM Partners and lines of business to enhance client relationship and increase branch profitability.• Selected as a West Florida Client Advocate to partner with Market President in West Florida Region to recommend short- and long-term solutions to improve teammate sales process, client experience, and Truist digital banking platform.