Vice President, Branch Manager at JPMORGAN CHASE (2022-02 – 2025-10)
Led all aspects of branch operations, team development, and business growth for one of the nation's largest financial institutions. Partnered across business lines to strengthen market-level execution in lending, investments, client relationships, referrals, and digital adoption.
- Drove a 150% increase in lending production and a 25% growth in first-time investor accounts through targeted client engagement, cross-functional strategy, and referral partnerships across One Chase lines of business.
- Grew qualified referrals by 15% by leading strategy sessions with internal partners to identify market opportunities, align priorities, and deepen client relationships across multiple lines of business.
- Co-created and facilitated regional sales workshops across the Mid-Atlantic, contributing to a 5% increase in digital banking adoption and strengthened sales capability across the branch network.
- Served as Business Resource Group Site Lead for the Baltimore Market, advancing employee engagement, cross-market visibility, and inclusive team culture.
- Built a strong leadership pipeline by recruiting, developing, and coaching branch team members, aligning individual growth with branch performance goals and community-informed talent strategy.
- Partnered with the Mid-Atlantic Leadership Council to provide actionable insights on process implementation, market strategy, and execution priorities.
- Supported rollout of digital and AI-enabled tools to improve sales capabilities, employee development workflows, and client engagement outcomes.
Vice President, Cluster Branch Leader at TRUIST (2019-05 – 2022-01)
Held progressive leadership role overseeing branch and market-level business development, client relationship management, and operational execution. Promoted from AVP to VP in recognition of consistent performance and portfolio growth.
- Managed a $250M loan portfolio and $2M in annual revenue through disciplined client management, proactive referral strategy, and cross-functional collaboration with integrated relationship management teams.
- Managed a commercial portfolio of approximately 200 small business clients, using financial insight tools and relationship-based strategies to identify needs and deepen long-term partnerships.
- Produced three consecutive successful branch audits by strengthening operational discipline, compliance readiness, document retention, and team training adherence.
- Built productive partnerships with internal specialists — including merchant services, commercial banking, insurance, and lending teams — to deliver full-service solutions to business clients.
- Prospected within assigned markets through in-person and phone consultations to build relationships with business owners, centers of influence, and prospective clients, supporting local market share growth.
- Coached branch team members on relationship-building, client engagement, and operational expectations, contributing to measurable improvements in branch performance and client experience scores.
Assistant Vice President, Branch Banker IV at TRUIST (2016-01 – 2019-05)
Held progressive leadership role across nearly six years at Truist.
Relationship Banker at WELLS FARGO (2015-05 – 2016-12)
Delivered client-facing banking service across lending, account management, and branch operations in a high-volume retail environment, building foundational expertise in needs-based selling, compliance, and relationship development.
- Supported loan production by conducting client needs assessments and facilitating referral conversations that connected customers to appropriate lending solutions.
- Deepened client relationships by identifying cross-sell opportunities and matching customers to banking products aligned with their financial goals.
- Guided clients through account opening, product education, and service requests, delivering a consistent and professional branch experience.
- Maintained day safe controls and upheld branch operating procedures, contributing to a culture of operational accuracy and regulatory compliance.
Personal Banker at BANK OF AMERICA (2014-08 – 2015-04)
Provided client service, account support, and product guidance in a high-volume retail banking environment, building core competencies in needs-based selling, financial product knowledge, and branch operations.
- Drove credit card application conversations by uncovering client needs and presenting tailored solutions, contributing to branch sales performance goals.
- Educated clients on banking products and services, guiding them through account decisions and resolving service needs with professionalism and accuracy.
- Consistently delivered a high-quality client experience aligned with branch performance standards, contributing to team service metrics and customer satisfaction outcomes.
