Tabitha Roach, Ctp Email & Phone Number

Sarasota, Florida

Develop and execute business strategy to drive revenue growth for products and services. Work closely and collaboratively with cash management product, operations and services, commercial lending, branch management, C-level management and outside product partnerships to ensure high level of customer service and support. Train consultant staff in knowledge of cash management services, customer acquisition, relationship retention, and proposal presentation.Accomplishments: Spearheaded rate project to enhance fee revenue for waived customers to improve ROE which increased revenue by 10%. Led sales team in development of new cash management business, expansion of existing business relationships, and servicing of customers which ultimately resulted in acquiring new customers and exceeding team revenue goals by 110%. Transformed fee free service department to one that generates over $150,000 monthly in fee income. Successfully converted customers from old pricing to new pricing model. Credited with improving positive internal communications with operations team, commercial lenders, and branch managers.Devised and executed manuals and continuous process improvements in areas encompassing: new account opening; implementation and proposal requests; customer cash room needs; cash management; and sales staff tasks and techniques. Successful in converting customers to new bank system while simultaneously maintaining and building new relationships. Instrumental in managing customer portfolio while working with team consultants to build their own customer accounts. Exceeded personal and team goals by 112%. Involved with managing various projects including monthly newsletters, fraud seminars, and vendor RFPs along with implementations for merchant services and payroll services.

Researched, designed, marketed and maintained program to meet servicing needs of commercial customers. Trained three staff members in soliciting new business, implementing products/services, maintaining business relationships, and ensuring cross-selling of product sales. Developed and managed commercial relationships. Educated staff in identifying new customer opportunities.  Accomplishments:Created and implemented newly launched cash management program involving marketing, research, and customer servicing. Added fee income in cash management services that exceeded growth of 330% and tripled number of merchant services customers. Cash management and merchant services growth went from zero base to approximately 200+ customers.Played key role in driving new customer sales through efforts in developing department plan to align with bank’s strategic growth plans for integrating new products and services. Integrated and converted customers and services from two bank acquisitions into existing portfolio of assets.

Directed all functions encompassing administrative and efficient daily operations for full-service branch including operations, lending, product sales, customer service, and regulatory compliance. Supervised and trained six employees. Developed new customers and loan business through community events, referral sources, prospecting, and deep mining of existing customer base. Cross trained in consumer and commercial loans – origination, documentation, collections and back end processing. Accomplishments:Involved in launching two new branch openings involving working with vendors, contractors, and internal team members to build and open new locations. Additionally, planned opening of new branch office including staffing and vendor management. Instrumental in developing teller handbook for corporate use which resulted in streamlining workflow and creating efficiencies.Credited with training new hires and ensuring consistency in implementing processes and procedures among employees. Recognized for strong customer retention and account penetration; exceeded deposit and loan goals by 15% each year.