Acquire and expand market share through relationship management for businesses whose annual sales size are $1 million - $5 million. Manage an assigned book of business for the local region. Orchestrate pre-call planning by collaborating with my bank business partners to uncover opportunities prior to client meetings. Provide cash flow solutions to businesses with complex treasury needs. Execute the origination, financial analysis, negotiation, documentation and implementation of credit and non-credit products and services. Collaborate with internal bank partners to showcase the bank’s other lines of business (consumer, investments and wealth). • PNC Certified Women in Business Advocate

Acquire and deepen small business relationships through consultation to develop, cultivate and grow their business throughout the business life cycle while managing the relationship(s). Help businesses maximize their cash flow by understanding their inventory turnover, accounts receivables and payables. Provide guidance and development to financial center associates through team debriefs and strategy sessions. Manage my own book of business to grow revenue and market share. Balance growth and operational risk by having financial holistic conversations with my clients. Leverage client relationships through internal and external partnerships. • Consistently reached sales targets over 100% • Lead Carolina East Region quarterly in booked deals for merchant services• Lead Carolina East Region quarterly in booked deals for payroll services• Lead Carolina East Region quarterly in most referrals to Merrill Lynch’s Financial Advisor • Executed all sales goals objectives to reach top banker status of a 5 Star Banker (Q4, 2021 & Q1, 2022) • Recognized for being a top producer at sponsored “Deliver 1 Company” event (May 2022)

Ensured my clients’ financial needs were met holistically through consultation of their pecuniary, banking, budgeting, commercial, fiscal, investment and insurance needs while staying abreast of macro and micro- economic conditions. Collaborated with other internal lines of business to insource my clients’ needs while maintaining the relationship(s) to ensure profitability and mitigate against potential loss for the bank. Made outbound phone calls and visited businesses to increase growth and profitability. • Successfully executed monthly and quarterly sales goals• Recognized for demonstrating first class customer service • Recognized for increasing brand exposure through strategic alliances in the community• Top mortgage referrer in the district to our mortgage department• Mentored and trained newly hired bankers Wells at Work AmbassadorResponsible for increasing market share and brand recognition by promoting financial literacy in the community by partnering with businesses, government officials, institutions of education and civic organizationsBusiness AdvocateCrusader for small businesses by strengthening the relationship between Wells Fargo and the business community, through programming and networking thus driving our market share, economy, creating jobs and opportunities for all stakeholders. Help businesses with their cash flow through merchant services and debt refinance.Co-Chair, Diversity & Inclusion (D&I) Council Advised, suggested and recommended strategies to improve the relationships we have with diverse segments thus increasing the bottom line through increased market share, brand recognition and improved customer and employee retention.• Served as the liaison between the D&I Council and Wells Fargo Global Supply Chain Management’s initiative for vendor/supplier diversity to help increase our competitive advantage and reduce operating expense

Managed the day-to-day operations for the financial aspects of the business including, but not limited to, payroll reporting, account receivables, budgeting and financial reporting to ensure financial accuracy and profitability. Maintain financial accuracy of all of clients’ accounts payables. Managed vendor records. • Increased cash flow by negotiating new net terms with vendors.• Reduced operating expenses by15% by incorporating new procurement guidelines. • Improved accuracy of client’s accounts payable by issuing pre-paid debit cards to clients care giver.• Managed a total of 7 employees

Underwrote loans for my clients by using the 6 C’s of credit to ensure quality and profitability. Completed and analyzed: weekly dealer call reports, monthly sales market updates, monthly sales forecast and quarterly dealer reviews. • Generated $1,300,000 in additional income for the bank thru referrals to the retail banking division.• Involved in a $11,000,000 construction loan with our commercial loan department for a client thus showcasing the bank's other lines of business.