At Whitaker Bank, I manage relationships for more than 400 business banking clients, serving as their primary contact for accounts, lending, cards, online access, and reporting. I grew my customer portfolio by 38% in my first year while supporting high-level business clients in one of the bank's top three markets.
Previously at Kentucky Bank, I managed more than 200 treasury management relationships and handled sales, setup, training, and support for cash management services including ACH, remote deposit capture, online wires, Positive Pay, and merchant processing. I also completed annual client reviews to strengthen relationships, uncover cross-selling opportunities, and manage credit exposure approvals.
I've also led large-scale contact center operations for Pearl Interactive Network and Xerox, including a 350-employee Healthcare Marketplace startup and a 300-employee healthcare services account across Kentucky and North Carolina. My teams improved site quality by 3% annually and consistently ranked first among five contact center locations.
Across more than 25 years in operations and relationship management, I've hired, trained, coached, and developed teams; implemented payroll, tracking, database, software, and telecom systems; and delivered training curricula for global project implementations.
