Under the newly formed Commercial Community Bank Transformation Team and as part of the Business Optimization and Strategy team, act as voice of teammate throughout various projects and initiatives, focusing on cultural and behavior alignment. Lead teammate training program strategy, including remote sales training, onboarding and talent development design for existing teammates (from ST/BBT>Truist) and for new CCB Truist teammates (approx. 2100). Build a framework for all change management activities, developing impact assessments, recommend and execute against change plans within CBB and across partner teams and segments.• Identified and implemented a 16 month training program for approx. 1000 teammates to help the company achieve the goal of developing their bankers into premier strategic advisors. This included vendor and budget mgmt. ($700k) • Manage the annual CCB Leadership Development Program (25 Graduate / Early Talent teammates & 15 Interns) design and execution in partnership with Human Resources.• Implemented and managed a Teammate Advisory Group of 90 high performing teammates which provide perspective for a range of business issues, including new programs and policies, client & teammate satisfaction and new thought leadership and solutions.• Consult with business leaders and partners to understand strategy, initiatives, and teammate capability gaps to propose innovative and effective learning, readiness and communications solutions.

As part of the Business Readiness Team, serve as a strategic partner on initiatives impacting Commercial and Business Banking teammates and clients. Assess the impact of change on initiatives in order to recommend and develop the appropriate readiness and communications content. Manage the CCB Analyst program design and execution in partnership with HR. Act as the business liaison to the corporate learning team, ensuring training content is relevant, up to date, and meets the execution needs of the business. • Lead teammate onboarding strategy for Commercial Banking, develop onboarding program, resource materials and serve as point of contact for trouble shooting issues. • Design and develop high quality, practical readiness components and communication plans that align with program/project objectives. • Serve as the liaison between the business and Truist Learning to influence and inform the Commercial Banking on-going and new hire curricula. • Create learning plans by role and incorporate competencies as needed; develop skill / knowledge assessments for certification; manage / support LOB specific development and internship programs.

Consult with business leaders on learning strategy, and manage the program / curriculum design in the creation and execution of innovative training strategies for Treasury Management and key business partners. Continuously explore digital initiatives and identify opportunities for collaboration and sharing capabilities with multiple lines of business. Support training specific to Treasury Management products, processes specific developmental skills and division-wide training initiatives. Maintain vendor relationships. Manage multiple full cycle concurrent projects and deliver and report on Product Assessments.• Designed integrated multi-media solutions that accelerated learning and sustainability using reinforcement mechanisms such as apps, manager follow-up road maps, and post-training challenges.• Introduced a new mobile, text based microlearning and reinforcement tool, which allowed for automated questions, polls, quizzes and campaigns sent to any size team. • Developed, piloted and launched first-time TM Sales and Product Onboarding Program that expedited the new hire process providing support for managers and engaged new associates from day one.• Developed and launched internal web pages and one-stop shop for easy access to training and onboarding tools supporting line partners and associates across commercial banking division.• Created knowledge-check questions and assessments to fill development gaps using adult learning methodologies, and proactively shared progress, risks, and recommendations.• Received Treasury Management Sales & Product Team Partner Award in 2014 & 2015.• Supported training needs for TM Product & Sales including:- Developed multiple videos for Product/TM- TM Sales Training (8 in 2013, 21 in 2014, 29 2015, 47 in 2016)- Skill Development Courses for TM Product and TM Sales– Sequent Training – Richardson Training- COU Development Classes for TM teams

Led the performance of a team accountable for resolving exceptions on various General Ledger accounts and reconciling account in Deposit Operations (Branch Cash, ATM Cash, Payment Clearing and Cash Advance) accounts, ensuring timely clearance to prevent loss to the bank. Monitored, analyzed and reported performance results of outstanding items for all branch banking applications. Managed all Associate related activities: training/cross-training development opportunities, annual reviews, promotions, demotions, terminations and salary adjustments. • Ensured that compliance testing and audit reports were performed timely as requested, while maintaining and communicating all policies, procedures and regulatory changes to the team.• Developed, analyzed and evaluated existing operating procedures, implementing improvements that increased quality, eliminated rework and improved efficiency through automation, simplification, training and standardization.• Contributed on projects impacting Branch Balancing and drove business needs within these projects, to ensure impacts are well planned for and addressed within these settings.

Designed, developed and delivered training solutions (i.e. training courses, job aids and reference manuals) for major projects and initiatives impacting one or more lines of business and 400 local to 1800 remote employees. Facilitated courses for Home Lending (3 different lines of business), including New Hire, Loss Mitigation, Quality Service, Negotiations, Managing Business Teams, Communication Essentials for Managers, Writing Effective Performance Appraisals, Relationship Manager Prioritization, all necessary computer skills/programs. • Designed learning objectives and solutions, emphasizing adult learning theory, active learning, change management, and instructional technologies to achieve effective learning for diverse audiences.• Completed necessary administrative work associated with classes, reporting, calendars and training tracker. Sent weekly progress to Line of Business Management and Job Coach Staff.• Utilized blended learning approaches to meet the developmental objectives from the lines of business and satisfy laws and policies from government regulations. • Consulted with business partners for initial training needs/front end needs analysis, identify solutions and utilized Kirkpatrick's L1-3 evaluations to determine success of project (Average 2010 L1 – 97.2%, L2 – 94.9%).

Represented both buyers and sellers utilizing an extensive knowledge of real estate law and systems, contracts, financial methods and human relations. • Multi-Million Dollar Producer within first year in the business, as one of the Top 5 Sales Agents in both Listings and Sales, outperforming 200 other agents.

• Partner with other lines of business within JPMorgan as a Performance Consultant to form integrated solutions to improve individual and organizational performance. • Design and develop training requirements, curriculum and content for the introduction of new programs based upon company strategy. • Implement, deliver, and manage basic curriculum for new hires to ensure that students successfully complete each of the modules. • Utilize adult learning theory and concepts and integrate into delivery. • Manage the training progress of new hires to ensure students are engaged and that training is providing the skills needed. • Evaluate and track participant progress to ensure optimum fit between training courses and business needs.• Provide training staff with continuous performance feedback. • Implement a student registration, scheduling and tracking system. • Work with technical support to create a process for training room systems set-up for specific applications.

• Prepare and facilitate 5-week classes to educate new agents on Disney practices, service commitments, systems and sales techniques. • Facilitate quarterly updates and refresher courses. • Responsible for a team of 30 telephone agents assisting guests and travel agents with all Disney resorts inquirers. • Budget personnel to handle a high volume of incoming calls. • Responsible for coaching, developing and mentoring associates with regards to output, quality and career growth.• Charged with creating a productive environment where a motivated staff can most effectively and efficiently assist a high volume of customers. • Communicate constantly with associates to improve their productivity, with accountability for the results of the team. • Assist in job fairs and recruiting, including pre-screening and high volume interviewing.