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Served as Financial Advisor helping oversee over $120 million in investable assets working with individuals to meet short- and long-term financial goals. Possessing strong command of investment, security, estate, and tax planning to meet client needs through comprehensive achievable plans. Analyze financial information relevant to achieve client goal prioritization. Administer and conduct account reviews, providing follow-up to clients addressing further questions. Marketing and networking… Show more Served as Financial Advisor helping oversee over $120 million in investable assets working with individuals to meet short- and long-term financial goals. Possessing strong command of investment, security, estate, and tax planning to meet client needs through comprehensive achievable plans. Analyze financial information relevant to achieve client goal prioritization. Administer and conduct account reviews, providing follow-up to clients addressing further questions. Marketing and networking on behalf of agency. Overseeing operations of branch; creating and updating client paperwork ensuring accounts are opened and maintained. Overseeing Branch compliance and audit procedures. Show less

Primary oversight for retail branch with staff of 7. Manage branch production including commercial and consumer loans and deposits, branch audits, asset and relationship management, and partner referrals. Serve as human resource manager, hiring, recruiting, coaching, and mentoring staff. Serve as primary loan officer in the branch. Oversee branch operations ensuring policy and procedures are followed and implemented. Ensure exceptional levels of customer service are maintained and reviewed,… Show more Primary oversight for retail branch with staff of 7. Manage branch production including commercial and consumer loans and deposits, branch audits, asset and relationship management, and partner referrals. Serve as human resource manager, hiring, recruiting, coaching, and mentoring staff. Serve as primary loan officer in the branch. Oversee branch operations ensuring policy and procedures are followed and implemented. Ensure exceptional levels of customer service are maintained and reviewed, with assessment provided through J.D. Power surveys. Uncover customers’ needs to meet with Wealth Management, Private Client Managers, ADP, Merchant Services, Small Business Relationship Managers, and Mortgage lenders. Medallion Stamp Certified. Show less

Primary oversight for entire retail operations for 7 facilities with staff to include senior management, supervisors and full-time staff of 18 to encompass both Memphis and Middle TN markets. Managed accounts payable, customer service, commercial deposits, retail conversions, branch audits, and funds management. Served as human resource manager, hiring, recruiting, and mentoring staff. Served as loan officer. Brought in over $5 million in new money deposits in 3 year period. Lead Project… Show more Primary oversight for entire retail operations for 7 facilities with staff to include senior management, supervisors and full-time staff of 18 to encompass both Memphis and Middle TN markets. Managed accounts payable, customer service, commercial deposits, retail conversions, branch audits, and funds management. Served as human resource manager, hiring, recruiting, and mentoring staff. Served as loan officer. Brought in over $5 million in new money deposits in 3 year period. Lead Project Manager during multi- branch acquisition. Show less