Ranked among the Top 10% of bankers in the district for sales performance and customer relationship growth.
Recognized as a Top Performer in Loan Production, consistently exceeding consumer lending and production goals.
Received recognition for outstanding sales performance, business development, and customer acquisition.
Successfully led high-performing branch teams that consistently achieved or exceeded sales, operational, and customer service objectives.
Promoted into multiple leadership positions throughout a 26-year banking career, demonstrating sustained excellence in leadership and performance.
Previously held FINRA Series 6 and Series 63 licenses(currently expired).
Previously held Life and Health Insurance License(currently expired).
NMLS Licensed.
Recognized for mentoring and developing employees, improving operational efficiency, and maintaining exceptional compliance and audit standards.
Overview
26
26
years of professional experience
Work History
Financial Center Supervisor
Hancock Whitney Bank
Greenwood, LA
02.2025 - Current
Supervise daily financial center operations while ensuring exceptional customer service.
Coach, mentor, and support team members to achieve sales and service goals.
Assist with branch leadership, scheduling, and performance management.
Ensure compliance with banking regulations, policies, and operational procedures.
Perform operational approvals, overrides, and quality control reviews.
Resolve complex customer issues while strengthening client relationships.
Support business development efforts by identifying customer financial needs and making appropriate referrals.
Maintain branch security, cash management, and audit readiness.
Senior Universal Banker
Hancock Whitney Bank
Greenwood, LA
11.2021 - 02.2025
Deliver exceptional customer service by building strong relationships and providing personalized financial solutions for consumer and business clients.
Open and service deposit accounts, process complex transactions, and identify opportunities for lending, investment, and treasury management referrals.
Supervise daily financial center operations, ensuring compliance with bank policies, security procedures, and regulatory requirements.
Coach, mentor, and support universal bankers and tellers to achieve sales, service, and operational goals.
Assist with scheduling, workflow management, and performance development to promote a high-performing team environment.
Resolve complex customer concerns efficiently while maintaining a superior client experience.
Monitor branch audits, operational risk, and compliance standards to ensure accuracy and minimize losses.
Support branch leadership in achieving financial center sales goals, customer retention, and business growth initiatives.
Partner with mortgage, commercial, treasury, and wealth management specialists to deliver comprehensive financial solutions.
Build lasting customer relationships through proactive outreach, financial education, and needs-based recommendations.
Promote Hancock Whitney products and services while maintaining a strong commitment to ethics, integrity, and community involvement
Branch Team Leader
Regions Bank
Shreveport, LA
01.2016 - 09.2020
Assisted the Branch Manager in overseeing daily branch operations.
Served as Compliance Coordinator for the branch.
Responsible for achieving branch sales goals and operational objectives.
Mentored and trained new branch associates.
Educated customers on banking products and financial solutions.
Approved operational overrides and lending decisions.
Managed daily, weekly, and monthly audits and reporting.
Partnered with Business Banking and Private Wealth teams to provide comprehensive financial solutions.
Branch Manager
Regions Bank
Shreveport, LA
05.2012 - 01.2016
Led all branch operations, sales, and customer service initiatives.
Managed compliance, operational excellence, and financial performance.
Recruited, trained, coached, and developed branch employees.
Made consumer lending and operational decisions.
Drove sales production while ensuring outstanding customer experiences.
Partnered with Business Banking and Wealth Management teams to meet client needs.
Small Business Specialist
JPMorgan Chase
Shreveport, LA
08.2010 - 05.2012
Specialized in financial solutions for small business clients.
Worked with branch teams to identify business banking opportunities.
Helped business owners improve cash flow and banking efficiency.
Built and maintained strong relationships with existing and prospective business customers.
Personal Banker
JPMorgan Chase
Shreveport, LA
02.2010 - 08.2010
Strengthened customer relationships through financial needs assessments.
Recommended banking, lending, and investment solutions.
Conducted proactive outreach to schedule financial reviews.
Assisted clients with retirement and education planning referrals.
Assistant Branch Manager
JPMorgan Chase
Shreveport, LA
10.2007 - 02.2010
Oversaw branch operations and teller performance.
Managed operational risk and ensured adherence to banking procedures.
Coached employees on customer service and referral generation.
Assisted with branch leadership and daily operational management.
Operations Supervisor
Washington Mutual Bank
Bedford, TX
03.2005 - 10.2007
Coordinated employee schedules and daily workflow.
Balanced branch transactions and maintained accurate reporting.
Conducted operational audits including wire transfers, cash drawers, security, loan files, and compliance procedures.
Assistant Financial Center Manager
Washington Mutual Bank
Irving, TX
08.2003 - 03.2005
Assisted in managing branch sales, operations, and personnel.
Supported delivery of financial products and services.
Served as liaison between branch staff and corporate support teams.
Operations Supervisor
Washington Mutual Bank
Irving, TX
04.2002 - 08.2003
Supervised daily branch operations to ensure efficiency, accuracy, and compliance with bank policies and regulatory requirements.
Coordinated employee schedules, delegated workflow, and monitored productivity to maintain high service standards.
Oversaw daily balancing of branch transactions, cash controls, and operational reporting while ensuring accuracy and accountability.
Conducted audits of wire transfers, consumer loan files, business accounts, security procedures, vault operations, and cash drawers to minimize risk and ensure compliance.
Identified and resolved operational issues, implementing process improvements that increased efficiency and reduced operational losses.
Trained, coached, and supported branch employees on operational procedures, internal controls, and customer service standards.
Assisted branch leadership with operational planning, regulatory compliance, and audit preparation.
Maintained accurate records and prepared operational reports for management review and internal audits.
Ensured adherence to security procedures, loss prevention practices, and federal banking regulations while promoting operational excellence.
Assistant Vault Manager
First State Bank of Texas
Lewisville, TX
03.2000 - 04.2002
Processed daily deposits for major commercial clients.
Managed over $3 million in daily Federal Reserve cash shipments.
Coordinated cash distribution for 22 branch locations.